Quote once, and never type it again
Furniture, electronics, equipment, project supply — anywhere the customer asks for a price before they buy, the same list of items gets typed three or four times on its way to becoming a bill. Each retype is a chance for the quantity, the rate or the discount to change quietly.
Also covers advances and part deliveries.The quotation is the bill, earlier
A quotation, a sales order, a delivery challan and an invoice are the same set of lines at four points in time. Treating them as four separate documents to be prepared is how businesses end up delivering at a rate they did not quote, or invoicing for goods they did not send.
Treated as one chain, the quotation becomes the order, the order drives the delivery, and the invoice comes off what was actually delivered. Nothing is retyped, so nothing drifts.
The chain, one link at a time
Quotations that look like your business
On your letterhead, with your terms and a validity date, sent on WhatsApp or by email from the screen they were made on. Revisions are held as versions rather than overwriting the first one.
Converted, not retyped
An accepted quotation becomes a sales order in one step, carrying its rates and discounts with it. What you quoted is what gets ordered.
Advances and part deliveries
An advance is recorded against the order and adjusted at invoicing. Where goods go out in stages, each delivery is against the order and the balance is always visible.
Invoiced from what was delivered
The invoice is generated from the order and the deliveries against it, so the bill matches what actually left your premises.
This is where most of our work starts
What is described above is how Stock2Track does it out of the box, and for most shops that is the end of the conversation. When it is not — when your business does this one step differently and the difference matters — that part gets built. Over two hundred customers run a version of Stock2Track altered in some way for how they work.
How custom development worksQuestions owners ask
Can I see which quotations are still open?
Yes — open, accepted, lost and expired, with values. For businesses where quoting is most of the selling, this is usually the first report the owner starts reading.
Does stock get held when an order is taken?
It can be reserved against the order so it is not sold twice, while remaining visible as committed rather than simply disappearing from stock.
What if the customer changes the order?
The order is revised and the change is recorded against it. Deliveries and invoicing follow the current version, and the earlier one remains on record.