Sales & POS handles the outbound cycle: prospect-to-quote, quote-to-order, order-to-fulfilment, fulfilment-to-invoice. Reads from CRM (deals, contacts) on the front end; writes to Inventory (stock decrements) and Finance (invoices) on the back end. Multi-currency, multi-price-list, supports both regular sales and in-person POS.
The sales cycle
- Quotation - draft + revise; price-list-driven, discount approval policy applies
- Sales Order - quotation converts to SO; reserves stock; routes to fulfillment
- Delivery Note - dispatch tracking; partial deliveries supported
- Invoice - generated on delivery (or scheduled); handed to Finance
- Payment - tracked against the invoice; aging reports surface in Finance
Bundled AI agents
- Quote Generator - drafts quotes from a structured customer ask; pulls from the price list + applicable bundles
- Discount Approver - validates discount requests against the policy matrix; auto-approves under threshold, HITL above
- Upsell Recommender - on quote/order, surfaces complementary SKUs based on past pairings
- Backorder Resolver - when stock is short, proposes a split-shipment plan + ETA for the missing items
Configure on day one
- Price lists - tenant-default + per-customer-segment overrides
- Payment terms - your standard terms (Net 30, Net 60, etc.) and per-customer overrides
- Discount policy - thresholds + approver chain (HITL-driven)
- Tax codes - per-jurisdiction; the platform supports 30+ countries' VAT/GST schemes
- Quotation expiry - global default; drives the Renewal Reminder for stale quotes
Quotations were called Estimates in earlier versions of the platform. The model was renamed mid-2026; old data is preserved under the new name. References to CRMEstimate in any custom code should migrate to SalesQuotation - see the migration plan in docs/estimates-to-quotations-migration-plan.
Common workflows
Sales rep drafts quote -> Quote Generator pulls the line items from a structured customer ask -> Discount Approver checks the rep's proposed discount -> within policy -> auto-approve + send to customer with e-signature link -> customer accepts -> auto-convert to SO -> Inventory reserves stock -> Fulfilment kicks off. Lead time to first quote: under 30 seconds.