Sales · Module
Sales & Orders
Quote-to-cash with multi-tenant order numbers, line-level pricing, and confirmation workflows.
What you get
- Quote-to-cash: quotes, sales orders, confirmations, and invoicing in one flow
- Tenant-scoped order numbers with atomic line writes and confirm-transition checks
- Line-level pricing, discounts, and tax resolved from the shared pricing engine
- Owner-scoped "My / All" views so reps see their pipeline and managers see everything
Works with the rest of Sales
Pricing & Discounts
Price lists, discount rules, and promotions resolved consistently across sales and POS.
Point of Sale
Offline-first POS with tips, modifiers, cart sync, and tenant-scoped receipts.
Booking
Capacity, scheduling, and resource booking for service businesses.
Sales Commission
Commission plans, caps, and automatic earnings calculated from sales and bookings.
Loyalty & Rewards
Points ledger, tiers, vouchers, and pay-with-points — with anti-fraud and deferred revenue.