Track every sale from first quote to final payment
Quotations, orders, deliveries, and receivables in one connected flow — so nothing is promised twice, delivered twice, or forgotten entirely.
The order lives in someone's head
A customer asks for a rate over the phone. Someone quotes it from memory. The order is written in a diary, delivered in two parts, and invoiced from a third note. When the customer disputes the price or claims a delivery never arrived, there is nothing to check it against.
Meanwhile credit sales pile up with no clear picture of who owes what — until cash runs short and someone has to reconstruct the receivables from a stack of bill books.
One record, four stages
Quote the customer
Build a quotation with the right price list and send it as a PDF.
Confirm the order
Convert the accepted quote into a sales order — no re-entry, no transcription errors.
Deliver the goods
Dispatch fully or partially against the order, and stock adjusts as goods leave.
Invoice and collect
Raise the VAT invoice, then track payment against the customer's ledger.
Everything the selling side needs
Quotations
Send a professional quotation and convert it to a sales order without retyping a single line.
Sales Orders
Confirm what a customer has committed to buy, and track how much of it has actually been delivered.
Delivery Tracking
Dispatch in full or in parts, with a delivery note that keeps stock and the order in agreement.
Customer Ledgers
Every customer has a running balance and full history — visible before you agree to the next credit sale.
Price Lists & Discounts
Wholesale, retail, and customer-specific rates apply automatically instead of being remembered.
Receivables & Ageing
See who owes what and for how long, so collection calls go to the right customers first.
Every quotation, delivery, and payment attaches to the same customer record — so the answer to "what did we agree, and what do they still owe?" takes a few seconds, not an afternoon.
Where sales data goes next
Orders become IRD-compliant VAT invoicesthrough billing & POS, deliveries reduce stock, receivables sit in accounting, and margin by customer and product shows up inreports. Wholesalers get the most from this module — seewholesale & distribution.
Common sales questions
Can I convert a quotation into an order and invoice?
Yes. A quotation converts to a sales order and then to an invoice, carrying items, rates, and discounts through each step so nothing is retyped.
Can I deliver part of an order now and the rest later?
Yes. Partial deliveries are recorded against the order, and Lotussoft ERP tracks the balance quantity still to be dispatched.
How do I know which customers owe me money?
The receivables and ageing view lists outstanding balances by customer and by how long they have been overdue, so you can prioritise collection.
Can different customers have different prices?
Yes. You can maintain multiple price lists — wholesale, retail, and customer-specific — and the correct rate is applied automatically when you select the customer.
See a sale tracked end to end
Book a free demo and follow one order from quotation to collection — with the customer ledger updating at every step.
Request a Free Demo