PLANEX365 SALES
Give sales and dispatch teams the same view of what the customer agreed, what needs approval and what is ready to deliver.
Sales teams, approvers and dispatch coordinators.
HOW THE WORK MOVES
Each team can see the next action and the record it depends on.
Bring customer needs, products and prices together.
Follow approvals, revisions and customer acceptance.
Carry the accepted quotation into a sales order.
Record shipments and continue into customer billing.
TOOLS FOR YOUR TEAM
Open a topic for the details and any setup or availability conditions.
Module access depends on your plan, organisation and permissions. Optional services may require separate setup or subscriptions. Review setup and scope.
Keep commercial details and the customer conversation together.
Create quotations and link them to CRM opportunities where relevant.
Review quantities, prices and discounts before approval or sending.
Download a quotation PDF and follow the document lifecycle.
Make approvals, revisions and decisions easier to follow.
Use configured approval limits for commercial review.
Create revisions and compare quotation changes.
Track acceptance, rejection, expiry and cancellation; manage public quotation links with rotation or revocation.
Give fulfilment a clear record to work from.
Convert a quotation into a sales order.
Review order lines and follow the supported approval and cancellation actions.
Keep order records connected with customer, product and shipment context.
Follow delivery records and their stock impact.
Create and review shipments against sales orders.
Use stock dispatch and supported reservation workflows with the relevant Inventory access.
Review shipment history and use permitted reversal actions when corrections are needed.
Keep the returned goods and the financial correction connected.
Record customer returns and review their history.
Use supported finalisation or reversal actions with the relevant stock permissions.
Continue into Accounts Receivable for invoice and credit-note review; a stock return and a credit note remain separate business steps.
Use shared pricing and a ready sender for consistent quotations.
Maintain supported price-list records.
Send quotation emails through the configured organisation sender.
Use organisation PDF branding where supported by the document template.
Try a shorter search or show all topics.
BEFORE YOUR TEAM STARTS
Order approval, shipment posting and invoice approval are distinct steps. Each follows its own permissions and checks; a customer accepting a quotation does not complete delivery or billing.
Current workflow Implemented capabilities, subject to module and record access.
Setup required Organisation configuration or a connected service is needed.
COMMON QUESTIONS
Yes. The CRM deal workflow can raise a quotation, and the Sales quotation workflow supports the connected review and order handoff.
The supported public quotation link lets a customer review and accept a quotation. The organisation controls the link and can rotate or revoke it.
Shipment and invoice actions are separate. Accounts Receivable supports the appropriate order or shipment billing workflow when that module and permissions are enabled.
MAKE THE WORKFLOW FIT YOUR BUSINESS
Bring a real example of the work you want to organise. We can review the relevant modules, setup and handoffs together.
EXPLORE THE CONNECTED ERP
Follow the handoff into the next business area.