From quote to invoice, one chain, no copy-paste.
aYOUne Sales turns a quote into the order, the delivery and the invoice with a single click. Tied into your customer records, your accounting and your warehouse, instead of four programs that never talk to each other.
You write a quote, one click turns it into the order, then the delivery, then the invoice. Same customer, same line items, same tax, not a single field typed twice. If the invoice stays open, the same system writes the reminder and shows it in your open items. Quote, order, delivery, invoice, one chain, no paper shuffling.
Quotes & Orders
The heart of sales: every document grows out of the one before it. From the quote through the order to the invoice, without you entering the customer, the line items or the tax twice.
Quotes
Quotes with line items, section headings and external items. Once the customer is sold, the finished quote becomes an order or a contract in one click, and everything moves with it.
Quote calculations
Work out purchase price, markup and contribution margin per line before the quote goes out. A check routine warns you when the margin doesn't add up.
Orders
A confirmed order turns into the invoice, the delivery or the production order with one click. Delivery and billing address, the agent and the project reference all come along.
Invoices
The status runs from Created through Sent to Paid. A cancellation automatically creates the matching credit note, and the posting lines go straight to accounting.
Contracts
Recurring services run as a contract with a term and an interval. The invoice writes itself when it's due, so you never have to remember it.
Deliveries
The order becomes the delivery note, with shipping boxes, weights and ready-to-print labels. Serial and batch numbers travel all the way to the customer.
Opportunities & Pipeline
Before a quote ever goes out, the sale sits in your pipeline. This is where you see what's worth chasing and what's stuck.
Opportunities
Every opportunity carries a value and a probability. The weighted revenue across all of them is right there, so you know what you can actually count on.
Kanban pipeline
Drag an opportunity from stage to stage. The board shows at a glance where every deal stands and where things are going quiet.
Pipeline schemas
Build your own sales process with your own stages and probabilities. Sales, projects and support can each run a separate pipeline.
Funnel analysis
The funnel shows how many opportunities make it from stage to stage and where you lose deals. That's how you find the spot where it jams.
Commission statements
The agent on the order flows straight into the commission statement. Who sold what is worked out from the real documents, not from a side list.
Pricing & Configuration
You set up prices, discounts and tax once. After that every document calculates correctly on its own, no matter who writes it.
Price groups
Set prices per customer group, quantity or channel. The right price pulls into the quote automatically, nothing to look up.
Calculation groups and rules
Markups, surcharges and rounding run on rules instead of a calculator. When the purchase price changes, your selling prices follow.
Discount groups
Volume and customer discounts live as a group. The reduction then kicks in on every matching document, without anyone doing the math by hand.
Vouchers and coupons
Vouchers, promo codes and loyalty points apply the same in the shop, at the till and in the quote. A redeemed coupon lands right on the document.
Tax and cross-border logic
Tax follows the customer, the country and the type of goods, including reverse charge and cross-border. Dual rates on one document are no problem.
Who works with it
Inside sales & quoting
Write quotes, follow up and turn them into orders, with comments and checklists right on the document. All the correspondence with the customer in one place.
Field sales & pipeline
Prioritise opportunities, keep an eye on the weighted forecast and set appointments straight out of the customer record, on mobile and at the desk.
Pricing & price upkeep
Maintain price groups, markups and discount rules so every document calculates itself correctly. Set it up cleanly once and it holds for everyone.
What Sales connects to the rest
A sale in aYOUne never ends at the module boundary, it pulls the chain onward:
- CRM & customer records, the customer on the quote is the same record as in marketing and service, with the full history
- Accounting, the invoice becomes an open item, reconciles against the bank transaction and supplies the posting lines
- Inventory & warehouse, the order becomes the delivery, checks stock and carries serial and batch numbers along
- Production & manufacturing, the order turns into the production order in one click, bill of materials and dates included
- Product catalogue, articles, prices and variants on the quote draw on the same master data as the shop and the warehouse
And which contact is even worth a quote in the first place, the scoring from CRMCRMCRM (Customer Relationship Management) is software for managing customer relationships — contacts, history and deals in one place. It shows who to follow up with and when. tells you. The pipeline prioritises itself from real customer behaviour, not from a gut feeling.
Still typing the quote, the order and the invoice three times over?
A 30-minute demo shows how a quote becomes the order, the delivery and the invoice in one click, and how accounting, the warehouse and reporting read along without a single export.
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