Sales & dealer orders
Keep dealer terms, accepted orders and the stock promised to customers in agreement.
Younext 7 days
- QTS-87194DLR-214515 SepDraft
- QTS-85789DLR-653121 SepSubmitted
- QTS-58356DLR-541416 SepApproved
- QTS-69803DLR-983414 SepSent
- QTS-75603DLR-987517 SepAccepted
Start with the right trading account
Each dealer belongs to the legal entity doing business with them. Billing identity, ordering contacts and delivery sites serve different purposes, while the account’s terms, price list and credit limit establish the commercial starting point.
A contact record does not create an application login. Account activation follows the required commercial and financial review, and a hold stays visible to the people preparing the next order. Sharing a customer name across companies cannot merge their receivables or authority.
- Keep the bill-to identity separate from the delivery contact.
- Use the applicable entity and currency for every offer.
- Retain the reviewed payment terms and credit basis.
- Resolve inactive contacts or changed addresses before fulfilment.
Approval conditions
Status: Draft → Submitted → Approved is an effect of the authoritative OrderAcceptance decision, not its substitute.
Submitted
- SO-66499 DLR-2217 3 d
- SO-16464 DLR-9117 3 d
- SO-87242 DLR-2295 8 d
- SO-25235 DLR-1292 8 d
- SO-43928 DLR-3055 12 d
SO-66499
- Dealer
- DLR-2217
- OrderDate
- 14 Sep
- NetTotal
- 390
- CreditReview
- CR-22409
- Snapshot
- DR-21251
Approval waits for the sales manager.
Price the offer on a clear unit basis
Dealer pricing uses effective price-list versions and the selected product pack or unit. Within the selected list, the eligible quantity tier determines its price. Ambiguous equally eligible lists require resolution rather than an arbitrary choice.
The quote freezes its conversion, currency, line discounts and allocated header discount. The resulting net amount is the amount carried into accepted scope; a disclosed discount is not deducted again when the order is created.
| Commercial fact | What stays with the accepted offer |
|---|---|
| Pack or selling unit | The exact product-specific base conversion |
| Price and quantity tier | The selected effective list and unit basis |
| Discount | Its bounded line or header allocation |
| Tax treatment | The applicable reviewed basis and evidence |
A later price-list or pack change cannot reprice an accepted order. Missing required tax evidence blocks release, while an unknown cost leaves margin unavailable instead of presenting a zero cost as a profitable sale. Explicit exempt or zero-price treatment needs its configured evidence.
StatusDraftSubmittedOnHoldApprovedInProgressPartiallyShipped
Turn agreement into a reviewed order
Sales Representative prepares the order from the dealer’s accepted offer or other retained acceptance evidence. The order captures the exact quantities, net amounts, terms, ship-to details and the point at which title transfers.
An independent Sales Manager approves every order. The reviewer checks the current revision and actual commercial agreement, excluding its preparer and material editors. A customer response alone cannot replace that internal approval, and another role on the same person does not create independence.
The quote’s expiry and actual send evidence remain separate. Preparing an outbound message does not establish that the dealer received it, and acceptance of a superseded offer cannot authorize a different current order.
Keep credit decisions current
The credit review includes open receivables and approved uninvoiced commitments, with shipped but unbilled value counted once. It converts exposure on the retained rate basis and checks the proposed increase against the dealer’s finite limit.
An independent Finance Manager decides a required credit exception within its stated amount, currency and expiry. Sales Manager still owns order approval. New exposure or a changed limit can make an earlier review stale; separate concurrent orders cannot each spend the same remaining credit capacity.
Invoicing moves the relevant commitment into receivables instead of retaining both as separate exposure. Cash or credit affects that calculation only through its eligible, attributed financial treatment.
Follow each partial fulfilment
Accepted order quantities and net amounts remain the limit for shipment and billing allocations. Each partial shipment retains its line and source identity. Cancellation releases only the unfulfilled portion through the reviewed change path, preserving already executed work.
The original full-delivery promise stays available alongside any accepted reschedule. Progress can therefore show what was promised, what actually went out and what remains, without making a late order appear on time by changing its date.
Delivery planning works from this same accepted scope. For dispatch terms, actual handover is the title event. For delivery terms, dispatched goods remain owned in transit until the accepted delivered portion transfers title. Planned routes do not establish either event.
Connect fulfilment to the invoice
Billing consumes only eligible title-transferred, unbilled source quantities and their accepted net allocation. The independent Finance Manager invoice approval checks that actual basis before release. Partial deliveries cannot each invoice the whole order, and a repeated event cannot claim the same scope again.
Returns and financial corrections retain their original order and allocation links. Operational fulfilment, customer credit and cash settlement remain individually traceable, so a change to one status cannot silently resolve all three.
My Quotes Due keeps current quotation follow-up visible. Sales Orders Awaiting Approval directs eligible reviewers to the exact submitted version.
Modules
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Purchasing
Coordinate supply requests, supplier deliveries and the bills that follow.
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Inventory & warehouses
Track owned stock, protect order reservations and reconcile warehouse quantities with their carrying value.
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Delivery planning
Organize delivery stops, follow partial results and keep every dispatched quantity accounted for.
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Sales & dealer orders
Keep dealer terms, accepted orders and the stock promised to customers in agreement.
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Production & kitting
Assemble, kit or repack goods with clear material requirements, work instructions and output costs.
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Finance
Connect dealer receivables, supplier payables and stock costs to each entity's books.
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Reporting
Understand delivery, stock and financial results from the same accepted quantities and posted evidence.
Reports
All reportsOrder Fulfillment
Accepted SalesOrderLines by dealer/order/line: original quantity and promise, net actual dispatch, title transfer, delivery, billing, approved cancellation and remaining commitments from SalesAllocations and shipment/return lineage; returns do not erase the original dispatch history.
Dealer Margin
Posted net revenue/credits against associated title-issue/return cost for the same scoped quantities, by entity/dealer/product; unpriced/unbilled and partial-return cohorts disclosed, zero revenue gives unavailable margin percentage, not zero margin.
Roles and permissions
Prepares dealer offers and orders and follows accepted delivery commitments.
Independently accepts dealer orders and owns commercial master and exception review.
Prepares local bills, invoices, journals, reconciliations and guarded settlement allocations.
Related processes
Order to cash
Carry the dealer's accepted terms through fulfilment, reviewed invoicing and cash application.
5 stages · 2 approvals
Procure to pay
Approve supply commitments, accept actual deliveries and pay reconciled supplier obligations.
9 stages · 4 approvals
Plan and deliver
Release a practical route, record actual delivery results and reconcile the remaining goods.
6 stages · 1 approval