⏱ 1 min read
The Parsek Quotes & Sales module lets you manage sales opportunities (CRM pipeline), create professional quotes/proforma with PDF and email delivery, convert accepted quotes into orders, and run the order → shipment (stock deduction) → invoice flow from one place.
Key Features
- Sales opportunities / CRM pipeline management
- Quote & proforma creation, line-level VAT, PDF generation and email delivery
- Convert an accepted quote into an order with one click
- Order → shipment: automatic stock deduction with branch/warehouse selection
- Post-shipment invoicing; optional immediate posting to customer account (like a manual invoice)
- Multi-currency, customer and current-account integration
Benefits
- Faster, more professional quotes
- Full visibility across the sales funnel
- Error-free integration with stock and accounts
- Single source for quote–order–invoice
FAQ
Can an un-shipped order be invoiced?
No. Invoicing is enabled only for shipped orders, preserving stock and invoice consistency.
How does a quote become an order?
From an accepted quote, “Convert to Order” creates a sales order in one click.