Manage Every Sales Order with Accuracy
Biznify’s Sales Order module helps you handle order processing from quotation to invoicing, ensuring real-time status visibility and efficient fulfillment.
How it works
How the Sales Order Module Works?
Order Creation
Add new orders directly or convert quotations into sales orders with key details like items, pricing, and expected delivery dates.
Customer & Sales Team Assignment
Assign the order to the appropriate customer and responsible team member for better accountability.
Multi-Stage Tracking
Monitor each order’s progress from approval, delivery, and invoicing—all in one interface with live status updates.
Integrated Delivery & Invoice Flow
Seamlessly manage delivery status and auto-generate invoices to keep the billing cycle aligned.
Filters & Reporting
Filter orders by customer, order status, or invoice status to get insights and manage volumes efficiently.
Questions
Frequently Asked Questions
Can I convert a quotation into a sales order?
Yes, the system supports direct conversion from approved quotations.
How does the system manage partial deliveries?
You can mark delivery status as partially delivered and update it as needed.
Is invoice generation automatic?
Invoices can be auto-linked or created manually from the sales order.
Can I view order history per customer?
Yes, the order list supports customer-based filtering and full order tracking.