PL ProfitLensGCC ERP by Somar
ERP & SolutionsSales & CRMQuotations & Sales Orders
Sales & CRM

Quotations & Sales Orders

Control quotations, sales orders, demos, approvals, fulfillment status, invoicing handoff, returns, and equal-value exchange.

Open guide All modules
LiveERPGCC

Capabilities

  • Create quotations, sales orders, and demo requests
  • Search products by name, SKU, barcode, brand, or manufacturer
  • Apply pricing and credit controls
  • Track draft, active, backorder, approval, and archive queues
  • Preview and export commercial documents
  • Create controlled returns and equal-value exchanges

How it works inside the ERP

  1. Create quotations, sales orders, and demo requests
  2. Search products by name, SKU, barcode, brand, or manufacturer
  3. Apply pricing and credit controls
  4. Track draft, active, backorder, approval, and archive queues
  5. Preview and export commercial documents
  6. Create controlled returns and equal-value exchanges

Workflows

Workflows

Quotation to Cash

A connected commercial path from customer and price context to delivery, invoicing, collection, and accounting.

Open guide → Workflows

B2B Portal Order to Delivery

Extend controlled ordering to approved customers, then fulfill through the same ERP stock, warehouse, dispatch, invoice, and payment chain.

Open guide →

Important scope note

Available actions and approvals depend on role, stock, credit, order type, and company configuration.

Product evidence

This description was reviewed against user-visible interfaces and behavior in:

  • public/modules/sales-orders/view.html
  • public/modules/sales-orders/logic.js
  • public/js/services/SalesInvoiceService.js