Cloudesk Sales orders
For distributors, wholesalers, manufacturers and anyone who sells on credit. Take an order and the customer's price list fills in the rates; confirming it checks their credit limit and any big discount; deliver on challans straight from stock; invoice what went out; take returns back with a credit note — and see what each salesperson sold against their target.
Real screenshots from the app, using a demo workspace.
How it works
A standard price list, and lists for dealers or seasons with quantity breaks or a discount off standard. Give each customer a price list, a credit limit, payment terms and a salesperson.
Rates come from the customer's list. Confirming checks their hold, what they owe plus other open orders against their limit, and discounts above your limit — those go for approval.
Make delivery challans from any location; stock goes out as they're made. Invoice what's delivered as a draft GST invoice in your books, and take returns back with a credit note.
The tour
01At a glance
The sales home shows this month's orders, the ones still to deliver and to invoice, and your best customers and items over the last year. Open any order straight from the lists.
02Orders
Orders move from draft to confirmed, delivered and invoiced, and the list says where each one stands. Orders that need approval wait in their own tab.
03One order
Each order tracks what was ordered, delivered and invoiced, line by line. Delivery challans take stock out, and the invoice is made from what was delivered.
04Price lists
Keep standard prices, dealer prices that start from a quantity, and dated discounts. Give a customer their price list and every order uses it.
In detail
Fixed prices with quantity breaks (a lower price from 10 pieces), or a percentage off standard, valid between dates. Margins against average cost are shown on each price.
We'd rather be upfront than surprise you later:
What the customer owes on issued invoices (less credit notes), plus what's still to invoice on their other confirmed orders, plus the new order.
No. Stock goes out on the delivery challan; the invoice made from the order isn't linked to stock items.
If you've set an approval rule for sales orders in Settings → Approvals, its approvers do, from My work. Otherwise an owner or admin approves it on the order. An owner's or admin's own order isn't held.
On sales before tax from each salesperson's orders in the period — invoiced less credit notes, or collected — at the rate of their own plan, or the plan for everyone.
Next up: Cloudesk Manufacturing →