Price a quotation from the customer’s own list and send it. When they say yes, it becomes a sales order in one step. The order makes its delivery, the invoice is made from the order, and each document keeps a trace back to the one before it.
An example company and example figures. Meridian Supply approved the quotation in its portal; one step turned it into the order.
Meridian Supply wants forty cartons of Khalas dates before Ramadan. Here is QT-0107 on its way to an invoice, one step at a time.
Meridian buys on your Wholesale list. Choose the product and the price comes from the list, with a note on the line saying where it came from: a fixed AED 300.00 a carton.
Mark it sent and it waits in Meridian’s portal for a decision. Layla approves it there, signing with her name, and the quotation turns Confirmed.
Convert to Sales Order asks once, then makes SO-0093 with every line, price, discount and term from the quotation. The button becomes a note of the order it made, and the trace links the two.
Confirming SO-0093 creates its delivery in Inventory there and then. When the warehouse validates it, the cartons leave the shelf at their cost, and the order turns Delivered by itself.
Create Invoice makes a draft invoice from the order, with its lines, prices and payment terms. The button then reads Open draft invoice, so nobody makes it twice. Once it’s posted, Invoice the rest bills whatever is left on the order.
The Sales dashboard opens on revenue for the month against the period before it, what customers owe and how much of that is late, and the quotations and orders still open.
A quotation and an order are promises, so they post nothing. The delivery, the invoice and each payment post their own balanced entry, with codes and names from the chart a new UAE company starts with, and your bank’s own account.
PICK-0051The cartons leave
Delivery validated
4 Sep 2026, at average cost
| Account | Debit | Credit |
|---|---|---|
| 5000Cost of Goods Sold | 7,480.00 | |
| 1141Raw Materials | 7,480.00 | |
| Balanced | 7,480.00 | 7,480.00 |
Forty cartons at their average cost of 187.00, off the product’s stock account: its own, its category’s, or the company default, 1141.
INV-0042The invoice, posted
Invoice posted
4 Sep 2026, from SO-0093
| Account | Debit | Credit |
|---|---|---|
| 1131Trade Receivables | 12,600.00 | |
| 4110Product Sales | 12,000.00 | |
| 2131VAT Output (Payable) | 600.00 | |
| Balanced | 12,600.00 | 12,600.00 |
Each line goes to its product’s own income account, or to 4110 when it has none. The cost of the dates was booked by the delivery.
PAY-0233Al Noor Trading pays by transfer
Customer payment
13 Sep 2026, bank transfer
| Account | Debit | Credit |
|---|---|---|
| 1123Emirates NBD - AED | 8,400.00 | |
| 1131Trade Receivables | 8,400.00 | |
| Balanced | 8,400.00 | 8,400.00 |
When the transfer shows on the bank statement, it matches this payment in reconciliation. Card payments go through Gateway Clearing instead: see Invoicing.
Sell by the pack. The line shows how many base units that is, and prices the pack at one unit’s price from the customer’s list, times its size, in the document’s currency.
Publish a sale list as a read-only page of prices, with the dates it holds and rounding if you want it.
Quote in dollars or euros. The rate fills in from your settings, and the total shows in dirhams beside it.
A discount on the whole document, as a percentage or an amount, typed before VAT or including it. Either way the VAT is worked out on what the customer pays. It carries over to the order and the invoice.
Type and read prices with VAT included, and Tamra keeps the price before tax underneath.
Aged receivables, revenue by customer, sales by period with VAT apart, and each salesperson’s revenue, conversion and collections.
Bring a quotation you sent last week. We’ll price it from a list, turn it into an order and invoice it together.