Wholesale or stocked products
Create the sales order, allocate stock, pick, pack, ship and invoice from the accepted quote.
Quote to sales order
The customer said yes. Turn the quote into real work.
Create the order and next records from what the customer accepted, without rebuilding the sale.
Make the accepted quote the start of the order
When the customer accepts, Tall Emu automatically creates an order for the customer with all of the selected products, quantities, prices, options, freight and terms. The salesperson doesn’t type it again. The warehouse, purchasing and operations teams start from the details the customer approved.
The salesperson doesn’t type it again. The warehouse, purchasing and operations teams start from the details the customer approved.
The next step depends on what you sold
Configured or manufactured products
Carry the selected options and parts into the sales order, purchasing, work order or production plan.
Project or job
Use the accepted products, services, scope and deposit to start the project, job, tasks and billing.
Simple online sale
Create the order and invoice automatically, then create and link the payment when the customer pays online.
What can follow the accepted quote
- One or more sales orders when work or delivery is split
- Deposit invoice and payment
- Stock allocation and backorders
- Purchase orders for needed stock
- Work orders, manufacturing or assembly
- Projects, jobs and tasks
- Warehouse picking and packing
- Freight booking, labels and tracking
- Invoice and payment
- MYOB or Xero sync at the right point
Choose what happens automatically after quote acceptance
Review before starting
Mark the quote accepted and notify the owner, then check credit, scope, stock or production before creating the next records.
Start the order automatically
Create the sales order and invoice as soon as the customer accepts, and link the payment when they pay online.
Keep the handover clean
The salesperson, warehouse, purchasing, operations and accounts team all work from the same sale. That means fewer changed quantities, missed charges, wrong prices and questions after the customer has already agreed.
Sell it once. Carry the accepted details forward.
Turn the approved quote into the order and work without making another team type it again.
Prefer to talk? Call 02 9299 9959 or talk to a real person.