Quotes and orders live separate lives
Quotes are written in Word, the order is keyed into the system afterwards, and the invoice risks differing from what was agreed.
Back to Roles
Sales & Purchasing
From quote to invoice without double entry
Salespeople can work from Outlook, their phone or Business Central, and purchasing gets on top of due dates and cash discounts. If you have a webshop, orders come straight in through the integration instead of being keyed in.
Everyday challenges
Price agreements are forgotten
Customers with special agreements get the wrong price, because the agreements sit in spreadsheets and in the salespeople's heads.
Cash discounts are lost
Purchasing only notices a due date when the supplier sends a reminder, and the cash discount is gone.
Public-sector customers require e-invoices
Invoices to the public sector must be sent as OIOUBL (the Danish e-invoicing format) via NemHandel (the Danish public e-invoicing network), and more private customers require Peppol. A PDF by email is not enough.
How Business Central solves it
Lead-to-Cash in one flow
Quote, order, packing slip, invoice and credit memo in the same system and on the same master data, so the price in the quote is the price on the invoice. The invoice can go out as OIOUBL or Peppol, for example via Continia Document Output.
Outlook integration
Open an email from a customer and see the balance, open documents and latest orders alongside it. Create a quote without leaving your inbox; it is in Business Central straight away.
Price agreements, discounts and campaigns
Price lists per customer, customer group, quantity or period, which carry through to the order line. Campaigns with a start and end date, so nobody has to remember to switch them off.
Supplier management and on-time payment
The payment proposal gathers due invoices and cash discounts, and the payment file is sent to the bank via, for example, Continia Banking. Incoming invoices arrive as OIOUBL or Peppol, and PDFs can be interpreted by Continia Document Capture or the Payables Agent.
A typical workflow
- 1
The salesperson receives an enquiry in Outlook and creates the quote from the email with the customer's agreed price.
- 2
The customer accepts, and the quote becomes an order in one click.
- 3
The warehouse picks and delivers, and the invoice goes out as an e-invoice or PDF, as the customer requires.
- 4
Regular repeat orders from existing customers can be handled by the Sales Order Agent, so the salesperson spends the time on new customers.
Related content
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