Turn enquiries into documented orders
Prepare customer quotations and sales orders with product and quantity details, then issue invoices as the work progresses.
Wholesale & distribution
Follow the order across sales, stock and purchasing.
Keep customer quotations, supplier orders, warehouse movements and payments in one operational picture. Give sales and warehouse teams a shared record to work from.
Order coordination · sample records
| Step | Document | Team |
|---|---|---|
| Quote | SO-221 | Sales |
| Stock review | WH-01 | Warehouse |
| Supplier order | PO-118 | Purchasing |
Order detail stays connected
Visibility across warehouse records
Customer and supplier payment history
Built for daily work
The details that keep work connected.
Coordinate stock across warehouses
Review stock balances and use transfers for internal movements. Configure units to match how products are bought, stored and sold.
Follow the supplier side
Create purchase orders, review incoming stock and record invoices, supplier payments and returns.
Keep the commercial picture visible
Review customer receipts, customer statements and product profitability. CRM and Accounting add relationship and financial detail in higher tiers.
One connected workflow
From preparation to review.
Sales: prepare the quotation and confirm the order details.
Operations: review stock, transfers and supplier requirements.
Finance: record invoices, receipts and supplier payments.
A few practical questions
Clarity before your next step.
Can products use different units?
Product units and conversions support configured purchasing, storage and selling units. Check the conversion setup for each product.
How can the team follow customer and supplier payments?
Record customer receipts in Sales and supplier payments in Purchasing, then use the associated customer, supplier and document records during follow-up.
How do I choose the right plan and setup?
Choose a plan around the modules, users and locations you need, and review your workflow during the demo. Compare plans →
Start with your workflow
Let’s see how QuickTap fits your business.
Tell us about your team, locations and working day so we can focus the walkthrough on what you need.