Before you start
Available actions depend on role, record status, company configuration, and subscription. Work in the correct company and review every validation message before continuing.
Recommended operating sequence
- Invite the client and grant the Purchase portal scope.
- The approved client signs in, browses the private catalog, and submits an order within configured availability and credit rules.
- Internal teams review the order and commercial context.
- Warehouse staff pick, pack, label, and confirm packages.
- Dispatch assigns the shipment and the driver captures the configured delivery proof.
- Finance reviews the invoice and open balance; the client can review statements or use configured online payment.
- Collections and reports continue from the same operational record.
Modules
Live
Client Portal Accounts
Provision private client access to maintenance, purchasing, or dental-lab portal experiences.
Open guide → LiveQuotations & Sales Orders
Control quotations, sales orders, demos, approvals, fulfillment status, invoicing handoff, returns, and equal-value exchange.
Open guide → LiveWarehouse Order Preparation
Turn confirmed orders into picking, packing, package, label, and ready-for-dispatch work.
Open guide → LiveLogistics & Dispatch
Run a dispatch control tower for sales, collections, maintenance, and dental-lab shipments.
Open guide → LiveDriver Route & Proof of Delivery
Give drivers a mobile route for shipments, pickups, navigation, exceptions, collections, and policy-based delivery proof.
Open guide → LiveCustomer Invoices & Collections
Operate accounts receivable across invoices, receipts, advances, allocations, statements, online payment sync, review, and correction.
Open guide →Verify after completion
- Confirm the final record status and generated document.
- Review the downstream module instead of assuming the handoff succeeded.
- For finance activity, verify source, treasury, and ledger context as authorized.
- Use the official correction or reversal path when an error is found.