Quote to cash, without the gaps.
Lead qualification through order confirmation, delivery and invoice settlement — under one process, in one system. Sales, finance and operations share the same live records; no re-keying, no reconciliation, no integration tax.
One customer record
Lead, quote, order, invoice, payment, support case — all linked to the same customer record. No CRM-to-ERP sync; the metadata repository is the integration.
Quote-to-cash, every step
Quote becomes order becomes delivery becomes invoice becomes cash receipt. Same record, same identifier, same audit trail across all five steps.
Multi-company and multi-currency
Multi-company sales with intercompany ordering and consolidated reporting. Currency, tax and statutory rules per jurisdiction; configured once, applied per transaction.
Live sales analytics
Pipeline health, conversion rates, sales-by-territory and forecast accuracy queryable in real time. The reporting layer reads the same data the operation runs on.
From order entry to delivery confirmation — controlled and auditable.
Sales orders from rep entry, customer portal, EDI, API. Same validation, same audit trail across all channels. Credit-limit and credit-hold checks at order entry. Price books with customer-group, volume-tier and contract-rate rules applied automatically. Stock shortfalls handled with configurable backorder policies — full-fill, partial-with-backorder, partial-with-cancel. Allocation and reservation policies per customer. Changes captured as versioned amendments with the original preserved. Audit answers "what did the order say at promise" without forensic reconstruction.
- Multi-channel order entry — Sales orders from rep entry, customer portal, EDI, API. Same validation, same audit trail across all channels.
- Credit-limit and price-book validation — Credit-limit and credit-hold checks at order entry. Price books with customer-group, volume-tier and contract-rate rules applied automatically.
- Backorder and partial fulfilment — Stock shortfalls handled with configurable backorder policies — full-fill, partial-with-backorder, partial-with-cancel. Allocation and reservation policies per customer.
- Order amendment versioning — Changes captured as versioned amendments with the original preserved. Audit answers "what did the order say at promise" without forensic reconstruction.
Sales quotes that turn into orders without re-keying.
Pre-configured quote templates per segment and product family. Sales team adapts; central team owns the master. Customer-specific price books, volume-tier discounts, contract rates, time-bound promotions all in the pricing engine. Configured in the metadata repository, not in code. Per-role discount and credit-limit approval matrices. Above-threshold quotes routed through finance approval before customer issue. Quote acceptance becomes a sales order in one transaction. Terms, lines, discounts and approval state carry forward intact.
- Template-based quotations — Pre-configured quote templates per segment and product family. Sales team adapts; central team owns the master.
- Customer-specific pricing — Customer-specific price books, volume-tier discounts, contract rates, time-bound promotions all in the pricing engine. Configured in the metadata repository, not in code.
- Discount and credit approval — Per-role discount and credit-limit approval matrices. Above-threshold quotes routed through finance approval before customer issue.
- One-click quote-to-order conversion — Quote acceptance becomes a sales order in one transaction. Terms, lines, discounts and approval state carry forward intact.
Catalogue, configuration and recurring revenue under one roof.
Product families, variants (size, colour, configuration), substitutions and bundles modelled in the metadata repository. Catalogue updates propagate cluster-wide in milliseconds. Per-product configuration rules — compatible options, required-with, exclusive-or. The configurator runs server-side; the rep cannot quote an invalid configuration. Subscriptions, service contracts and evergreen agreements with configurable billing cadence (monthly, quarterly, annual, anniversary). Renewals automatic; pro-rated changes handled in-cycle. Metered services billed on captured usage. Usage records captured via API, aggregated against the contract, invoiced on cadence.
- Multi-level catalogue with variants — Product families, variants (size, colour, configuration), substitutions and bundles modelled in the metadata repository. Catalogue updates propagate cluster-wide in milliseconds.
- Configuration rules — Per-product configuration rules — compatible options, required-with, exclusive-or. The configurator runs server-side; the rep cannot quote an invalid configuration.
- Recurring sales and subscriptions — Subscriptions, service contracts and evergreen agreements with configurable billing cadence (monthly, quarterly, annual, anniversary). Renewals automatic; pro-rated changes handled in-cycle.
- Usage-based billing — Metered services billed on captured usage. Usage records captured via API, aggregated against the contract, invoiced on cadence.
Delivery, invoicing and cash application — the back half of the order cycle.
Dispatch coordinated with the warehouse module (or external 3PL) using the same metadata repository. Tracking number captured against the sales order; status visible to the customer via the portal. Invoices generated on delivery confirmation or milestone completion. Statutory format per jurisdiction; channel delivery (email, portal, EDI) per customer preference. SEPA Direct Debit, card-on-file, bank-statement matching. Receipts matched to open invoices automatically; aged-debtor view stays live. Returns processed against the original order with stock reversal, credit note generation and refund execution as a single transaction.
- Delivery dispatch and tracking — Dispatch coordinated with the warehouse module (or external 3PL) using the same metadata repository. Tracking number captured against the sales order; status visible to the customer via the portal.
- Automated invoice creation — Invoices generated on delivery confirmation or milestone completion. Statutory format per jurisdiction; channel delivery (email, portal, EDI) per customer preference.
- Payment capture and cash application — SEPA Direct Debit, card-on-file, bank-statement matching. Receipts matched to open invoices automatically; aged-debtor view stays live.
- Returns and credit notes — Returns processed against the original order with stock reversal, credit note generation and refund execution as a single transaction.
Sales performance across teams, territories, and entities.
Quota attainment, conversion rates, pipeline health and forecast accuracy per rep, team, region. Drill-through to underlying opportunities. Group-level consolidated sales with intercompany order, transfer-pricing and elimination rules. One view of group revenue; statutory entity-level reporting from the same data. Per-jurisdiction tax rules, statutory invoice formats, EDI mappings and customs documents — handled in the metadata repository, not in custom code. Forecast vs actual at the rep, team, quarter and product-family level. Coaching conversations grounded in measured behaviour.
- Per-rep and per-team dashboards — Quota attainment, conversion rates, pipeline health and forecast accuracy per rep, team, region. Drill-through to underlying opportunities.
- Multi-company and intercompany — Group-level consolidated sales with intercompany order, transfer-pricing and elimination rules. One view of group revenue; statutory entity-level reporting from the same data.
- Sales tax and compliance — Per-jurisdiction tax rules, statutory invoice formats, EDI mappings and customs documents — handled in the metadata repository, not in custom code.
- Forecast accuracy reporting — Forecast vs actual at the rep, team, quarter and product-family level. Coaching conversations grounded in measured behaviour.
Built on the supervised platform.
Quote-to-cash is the same metadata repository used by CRM, by finance, by WMS. The same customer record. The same product. The same sales order. The five steps from quote through cash receipt are not five systems bridged together — they are five transactions against the same record, in the same governed environment, under the same audit trail.