Sales Orders, Invoicing & Purchase Orders

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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.