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Sales Orders, Invoicing & Purchase Orders

Move accepted work into sales, pro-forma and supplier purchasing workflows.

📄Meet Sales Orders, Invoicing & Purchase OrdersConcept preview
Meet Sales Orders, Invoicing & Purchase OrdersMove accepted work into sales, pro-forma and supplier purchasing workflows.Concept preview
📄What you can doConcept preview
What you can docreate sales orders and pro-forma invoices · convert approved lines to purchase orders · route purchase orders for approvalConcept preview
📄How it fits your dayConcept preview
How it fits your dayOpen Sales & purchasing, complete the guided information, then review the result before any important action.Concept preview
📄Just ask naturallyConcept preview
Just ask naturallyOpen the purchase orders · Prepare purchasing from this sales orderConcept preview
📄Controls you can trustConcept preview
Controls you can trustPO sending and approvals follow explicit role permissions. Financial documents require review; approval-locked POs cannot be modified before sending.Concept preview

What it does

Move accepted work into sales, pro-forma and supplier purchasing workflows.

Works with

ezTradie · ezTrade

Included

  • Sales orders
  • Pro-forma invoices
  • Controlled POs
  • Supplier APIs and invoice sync planned

How it works

  • create sales orders and pro-forma invoices
  • convert approved lines to purchase orders
  • route purchase orders for approval

Example requests

  • Open the purchase orders
  • Prepare purchasing from this sales order

Setup

No other plugin is required.

Privacy & access

PO sending and approvals follow explicit role permissions.

Important limit

Financial documents require review; approval-locked POs cannot be modified before sending.