Sales & channels
Bring store and online orders into one clear view of customer commitments.
Approval conditions
Sales Manager: Approve every SalesOrders revision independently of preparers/material editors
Submitted
- SO-33251 ACC-110
- SO-30649 ACC-130
- SO-51821 ACC-150
- SO-45956 ACC-120
- SO-40361 ACC-110
SO-33251
- Account
- ACC-110
- Channel
- CHN-3885
- FulfillmentMode
- StoreHandover
- NetTotal
- 330
- CreditReview
- CR-20786
Approval waits for the sales manager.
Keep the selling context with the order
A store identifies the operating location, while a channel identifies where the order originated. Neither replaces the legal entity selling the goods. An online listing and a store sale use the same canonical product and stock identity when they refer to the same SKU.
Channel intake retains the original order and line identities. A repeated import returns to that same business transaction. Conflicting content or an unexpected revision needs review instead of creating another order, reservation or collection.
Manual entry and configured imports preserve the same original order identity and actual outcome. Staff can trace a channel update back to the purchase without entering a second sale.
StatusReceivedPendingReviewConflictCancellationRequested
Recognize the customer without mixing purchases
Customer accounts and contacts keep business identity separate from the person receiving the goods or discussing the sale. Accepted billing, delivery and pickup information stays with the particular order.
A reviewed walk-in account can support anonymous retail activity without inventing a named customer. Each purchase still retains its own context and entitlement. One shopper’s receipt, credit or refund cannot become a balance available to unrelated shoppers sharing that account.
- Preserve the original store, channel and purchase reference.
- Retain the authorized recipient for handover or refund where required.
- Keep an accepted address separate from later contact edits.
- Avoid merging customer identities solely because an email or name matches.
StatusDraftSentAcceptednext 7 days
Preserve the offer the customer accepted
A quotation records the proposed products, quantities, prices, tax treatment and terms. An imported or store order may already contain the accepted offer evidence; it must not manufacture a separate history of sending a quote that never occurred.
Line and order discounts are allocated into accepted net amounts once. Changes to product units, prices or tax evidence cannot silently reprice previously accepted quantities. Missing required information remains unresolved until the responsible team supplies it.
Customer acceptance and internal approval are different events. An order labeled paid or accepted by another system can supply evidence, but it does not sign the internal commercial decision.
Make a clear order commitment
Independent Sales Manager approval binds the current complete order, excluding its preparer and material editors. The review checks accepted scope, destination or handover terms, prices and credit exposure. Finance Manager separately approves any required credit exception.
Submitted content is frozen. A material change needs a new reviewed revision and renewed customer agreement where required. Switching user accounts or roles does not allow a person to approve their own preparation.
| Order information | What it protects |
|---|---|
| Accepted line quantity and net amount | The customer's agreed commercial scope |
| Current order revision | The content the manager actually approved |
| Original promise | The commitment used to understand delays |
| Remaining allocations | What can still be fulfilled, invoiced or cancelled |
Follow partial work without losing the remainder
An approved order can be fulfilled in parts, with each part consuming only its eligible quantity and accepted value. The same goods cannot remain available to a second order while already claimed for picking, handover or shipment.
Store handover, pickup and carrier dispatch retain their actual physical evidence. An invoice follows eligible completed handover rather than a planned fulfillment. Later delivery confirmation does not issue or invoice the same goods again.
Billing, collection and fulfillment statuses remain useful separately. Money collected before an approved invoice stays attributable to the purchase; it does not prove the goods were handed over or that the invoice passed finance review.
Handle changes and replacements explicitly
Amendments preserve completed handovers, original promises, billing and payment history. Cancellation releases only eligible unexecuted scope; it cannot erase a real collection, consumed material or actual delivery.
Returns keep the original purchase and remaining eligible goods identifiable. A replacement has its own approved order and a clear link to the return and any settlement difference. It cannot reopen an old shipment’s exhausted quantity or give unrelated walk-in purchases access to the same credit.
Modules
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Sales & channels
Bring store and online orders into one clear view of customer commitments.
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Products & pricing
Keep sellable products, variants and prices consistent across the business.
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Inventory & fulfillment
Know what is available and get the right goods to each customer.
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Purchasing
Keep merchandise and materials arriving against the right supplier commitments.
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Production & kitting
Prepare stocked kits and repacked goods with traceable materials and costs.
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Payments & refunds
Follow customer collections, processor payouts and refunds through to reconciled balances.
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Finance
Connect retail activity, supplier obligations and production costs to each company's books.
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Reporting
See sales, stock and financial results with their supporting detail.
Reports
All reportsSales by Channel and Store
Posted invoice net revenue and independently approved credit reductions by entity/channel/store/product at a stated posting cutoff, joined to accepted PurchaseContexts without inventing customer identity. Show booked orders, fulfilled-unbilled and recognized revenue as distinct populations. Margin uses matched title-issue/return cost for the same scope; zero revenue or unknown cost gives unavailable percentage. Document currencies stay separate unless a disclosed retained functional conversion is used.
Order Fulfillment
Each accepted SalesOrderLines base quantity and original promise versus live cancellation, actual handover/title, delivered, returned and billed allocations. On-time percentage uses eligible quantity completed by OriginalPromiseAt over quantity due in the stated cohort; open/late/cancelled scope is disclosed. Partial handovers determine full completion only when all uncancelled scope completes. Revised promises and repeated failed confirmations cannot inflate success.
Roles and permissions
Prepares scoped customer offers, store and online orders and customer service requests.
Independently accepts commercial commitments and commercial master changes.
Related processes
Order to cash
Carry the accepted order through shipment, invoice approval and cash application.
5 stages · 2 approvals
Collect and reconcile
Connect actual collections, invoice applications and processor payouts without counting the money twice.
7 stages · 2 approvals
Return and refund
Connect returned goods, customer credit and the actual refund without losing the original purchase.
9 stages · 4 approvals