Quote-to-order continuity
Quotes convert to sales orders without re-keying, so the price a customer agreed to is the exact price that reaches the invoice — no gap for a different number to creep in.
QUOTE TO CASH
Every sale, traced from the first enquiry to the cash in the bank
Enfinity ERP's Sales module carries a quoted price straight through to the order, delivery and invoice, so nothing gets re-keyed. Credit limits, approvals and an audited unpost path keep the ledger honest while a customer portal takes routine statement questions off your team's desk.
Most SMB sales desks lose the thread between quote and cash: a salesperson quotes one price, the order is keyed at another, the invoice drifts further, and when a customer disputes a balance nobody can point to the original commitment. Credit keeps extending past the agreed limit because nobody sees the exposure at order time, corrections happen by editing a posted invoice instead of a traceable reversal, and the customer calls in just to ask what they owe.
How it works
- Capture the enquiry
A customer enquiry is logged before a quote exists, so early interest is never lost in an inbox or a notebook and can be converted the moment terms are agreed.
- Quote
A quote is built against the customer's allowed price lists and payment terms, and that exact quoted price is what carries forward — nobody re-types it further down the chain.
- Convert to a sales order
The quote converts to a sales order without re-keying, with stock reserved against the ordered lines and backorders tracked separately when supply falls short.
- Deliver
A delivery note is issued as its own despatch document, separate from the invoice, so warehouse dispatch and billing stay independently auditable.
- Invoice and post
The invoice moves through a draft-then-post lifecycle, with approval before posting and credit control checked against the customer's live exposure.
- Collect
A customer receipt is recorded against the specific invoices it clears, and the customer can check the resulting balance in their own portal without calling accounts.
Capabilities
Order fulfilment and reservation
Sales orders track fulfilment and backorders line by line and reserve stock against exactly what was ordered, so a warehouse never oversells and a customer gets a realistic delivery promise.
Draft-then-post invoicing with audited correction
Every sales invoice moves through a draft stage before posting, and a posted invoice is corrected through an audited unpost path rather than a silent edit, so the ledger shows who changed what and why.
Tenant-defined commercial invoice types
Your organisation defines its own commercial invoice types — proforma, service, project — and each can appear as its own navigation entry, so a business issuing several document types keeps them visibly distinct.
Recurring invoices
Retainer and subscription billing runs on a schedule that generates invoices automatically, freeing the sales desk from re-creating the same invoice every period by hand.
Delivery notes as a separate document
Despatch is recorded on its own delivery note rather than folded into the invoice, so what left the warehouse and what was billed can each be checked and reconciled independently.
Returns and replacement orders
Sales returns carry a disposition — restock, scrap, inspect — and a replacement order handles a like-for-like swap cleanly, instead of forcing a credit note and a new order to be linked manually after the fact.
Full customer master
One customer record holds multiple addresses, named contacts, allowed price lists and payment terms, a default salesman, and delivery defaults, so sales entry pulls from a single source instead of re-asking the same questions every order.
Customer documents and salesman attribution
Contracts and correspondence stay attached to the customer record itself, and every order and invoice carries its salesman, giving accurate attribution for commission conversations without a side spreadsheet.
Price lists, promotions and receipts
Price lists, price-list types and promotions govern what a customer is charged, and a customer receipt is recorded against the specific invoices it clears — so cash application is exact, not a rough net-off against the oldest balance.
AI. You decide.
Collection prioritisation
Looks across open receivables and days overdue and produces a ranked chase list with a stated reason per customer, so the credit controller spends the morning calling the accounts most worth it instead of scrolling an ageing report.
The ranking is computed deterministically from ageing data; the AI model only adds the reason text. It works with no AI provider configured, is logged to an advisory ledger with an audit event, and the credit controller decides who is contacted.Collection reminder draft
For one customer's overdue invoices, drafts a subject and message body the clerk can review and edit before sending through their own channel — turning a blank-page task into a five-minute edit.
The draft is generated only on request and never sent, queued or dispatched by the service itself. It works with no AI provider configured, is logged to an advisory ledger with an audit event, and the clerk reviews, edits and sends it themselves.Ageing risk advisory
Reads a customer's already-computed ageing buckets and flags positions that look risky — a growing 90-plus balance, a sudden jump in exposure — so risk surfaces before a write-off conversation.
The ageing buckets are computed deterministically by the reporting engine first; the AI model only flags and explains. It works with no AI provider configured, is logged to an advisory ledger with an audit event, and the credit controller decides what action, if any, to take.Pre-submit line sanity check
Screens the quantity and unit price on a draft invoice against that item's own history and flags what looks out of pattern — a fat-fingered quantity, a price far off the usual range — before the invoice is submitted.
The comparison is computed deterministically; the AI model only explains the flag in plain language. It works with no AI provider configured, is logged to an advisory ledger with an audit event, and the clerk decides whether to correct or proceed before anything posts.Demand forecast
Projects likely demand from an item's sales history, giving sales and purchasing a shared, evidence-based view of what to sell and stock rather than guessing independently.
The forecast is a computed statistical projection over historical data; the AI model only adds narrative. It works with no AI provider configured, is logged to an advisory ledger with an audit event, and a human plans purchasing from it.Agentic assistant actions on customers
The ERP assistant can list your organisation's own customers as a read-only lookup, and can propose creating a new one — but that state-changing action returns a confirmation token first and creates nothing until a person confirms it.
Both actions run through the same handler and authorisation the ERP API itself uses, only within the signed-in user's own rights and never across another business's data. Nothing is created without a human's explicit confirmation, and every call is logged to an audit event.Missing price list setup probe
Spots a missing active price list — a common, silent cause of a stalled order with a 'no price found for item' error — and reports the gap before it costs the sales desk an afternoon of troubleshooting.
The probe only reads configuration to find the gap; it never writes or changes setup itself. It works with no AI provider configured, is logged to an advisory ledger with an audit event, and a systems administrator decides whether and how to fix the price list setup.Region-native
Saudi ArabiaUAEBahrainOmanIndia
Jurisdiction-aware customer tax treatment
A customer's tax treatment covers registered, unregistered, export, and — for India — the inter-state versus intra-state split, with the registration number labelled to match the jurisdiction: TRN, VAT number, or GSTIN.
Saudi ArabiaUAEBahrainOman
E-invoicing fields generated only where mandated
A posted sales invoice feeds the e-invoicing pipeline, which generates the UUID, chained hash and a simplified QR code only where the country's own profile mandates them as of that invoice's date — nothing is force-generated for a market that doesn't require it.
Compliant correction after clearance
Once a sales invoice's e-invoice has been submitted or cleared, it can no longer be silently unposted — correction must go through a credit or debit note, keeping the compliance trail intact where regulators expect it.
Bilingual naming and multi-currency
Customers, items and sales documents carry a second-language name field with right-to-left rendering, and foreign-currency sales resolve their exchange rate as of the document date, not a stale default.
Saudi ArabiaUAEBahrainOmanKuwaitQatar
VAT readiness across the Gulf
Saudi Arabia, the UAE, Bahrain and Oman run live VAT country profiles today; Kuwait and Qatar ship as ready-to-configure profiles for when each introduces VAT — Kuwait currently has no VAT regime, and Sales never claims otherwise.
Editions
| Small | Standard | Professional |
|---|---|---|
| Included | Included | Included |
Works with
- Enfinity CRM
A CRM deal marked won becomes a Sales customer through the platform's entity-sync pipeline, so the account, contacts and agreed pricing carry straight into the order desk instead of being re-typed from a proposal.
- Enfinity Commerce
Orders placed on Enfinity Commerce arrive in Sales through a one-way order topology, landing as ordinary sales orders that follow the same fulfilment and invoicing path as any counter sale.
- Enfinity HCM
Salesman records stay aligned with the employee master in HCM through the same entity-sync pipeline, so a salesperson created once is the same person on the org chart and on the sales order.
The Enfinity platform
- Company dimension (multi-entity scoping)
A business running more than one legal entity keeps each entity's customers, price lists and invoices scoped to that company, so consolidated reporting is deliberate, never an accidental cross-entity mix.
- Workflow & approvals
Sales invoice approval before posting runs on the same platform workflow engine used across every product, so approval follows your organisation's own sign-off levels rather than a hard-coded rule.
- WhatsApp & notifications
Issuing a sales invoice raises a WhatsApp notification event and receivables events, keeping the customer and finance informed the moment a document is posted, without a manual reminder step.
FAQ
We currently run sales on Excel and WhatsApp — what does migration look like?
Import adapters load your existing customer list and open invoices for go-live, so your team starts day one with real balances rather than a blank system.
Can our sales team work fully in Arabic?
Yes — customers, items and sales documents carry a bilingual name field with right-to-left rendering, so an Arabic-first team never works against a translated afterthought.
Which Gulf countries does Sales handle VAT for?
Saudi Arabia, the UAE, Bahrain and Oman are active VAT country profiles today. Kuwait and Qatar are shipped ready to configure for whenever each introduces VAT — Kuwait has no VAT regime at present.
Is the AI collection prioritisation mandatory to use Sales?
No. Every AI feature in Sales works with no AI provider configured at all — the core quote, order, invoicing and receipts workflow runs exactly the same either way. AI only adds an optional layer of ranking and explanation.
Can our customers see their own invoices without calling us?
Yes — the customer portal lets a customer sign in and see their own invoices and statement directly, cutting the routine 'what do we owe' calls that otherwise land on accounts daily.
How does a sale in Sales connect to accounting and stock?
A posted sales invoice and its receipt flow into the general ledger and receivables the same way every posted document does, while stock reservation and delivery notes keep inventory accurate the moment an order is confirmed.
Does Sales integrate with a public API or webhooks?
Yes, on a deliberately small surface: read access to customers and invoices plus invoice write, and three subscribable webhook events — customer created, customer updated, and sales invoice issued.
What stops a salesperson from exceeding a customer's credit limit?
Credit limits are checked at order and invoice entry itself, so an over-limit sale is flagged at the point of entry rather than discovered weeks later in an ageing report.