Customer sales workflow
Use customer and lead information alongside sales documents.
Ooctal Business Platform • Sales
Sales
Manage the sales process from customer request and quotation through order, invoice and payment records. Ooctal sales management software works alongside customer management, products, inventory and accounting modules.
Workflows in this module
Available workflows depend on your subscription, configuration and local requirements. Review each process with your team before rollout.
Quotations and invoices
Create quotations and use the available conversion to invoice workflow.
Payments and product context
Review payment records and product or stock details relevant to a sale.
Before you choose
- Confirm the modules and reports available in your subscription.
- Test the workflow with your own records, roles and business rules.
- Validate country-specific tax, payroll or regulatory requirements with a local specialist.
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Ooctal Business Platform
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