Built on the NocoBase no-code platform. End-to-end flow: quote → order → invoice → payment. Built-in sales approval workflow, multi-currency quotes, accounts receivable KPIs, and overdue analysis.
From quote to payment — approval and receivables KPIs run end to end
| Stage | Key actions | System records |
|---|---|---|
| Quote | Pick customer / products, generate multi-currency quote with discount, tax, and validity | Quote record, line items, PDF export |
| Order | Convert quote to order; large discounts or large orders trigger approval | Sales order, approval flow, line items |
| Shipment | After order confirmation, log shipments with carrier tracking numbers | Shipment record, tracking number, status |
| Invoice | Issue invoice from order or shipment; customer tax ID and address auto-fill from profile | Invoice record, billing status |
| Payment | Log payments by installment; aggregate receivables KPIs by aging | Payment record, AR balance, aging buckets |
Quote, order, invoice, payment end to end — with approval workflow and receivables analytics
Multi-currency quotes with discount, tax, and validity. Export to PDF in one click and convert to sales orders when accepted.
Order status transitions (draft / under review / confirmed / shipped / closed). Customer and product linkage; line items are editable row by row.
Large discounts, large orders, and special terms trigger approval. Configure approver nodes flexibly by department, role, and amount threshold.
Issue invoices from orders and track billing status. Tax ID, address, and notes auto-fill from the customer profile to reduce manual error.
Log partial and installment payments. AR balance recalculates automatically; payment status aggregates by customer and by order.
Aggregate revenue, order count, and collection rate by rep, region, and product. Monthly and quarterly trends at a glance.
This module is included in the all-in-one suite backup template and is deployed together
All-in-one backup. After restore, all six modules — including this one — are populated with preset data.
Detailed restore steps, FAQs, and notes — currently in preparation
This module is also part of the All-in-One Business Suite. Use it standalone, or together with CRM, help desk, project management, IT asset management, and HR.
