Setup and reference data
From a new customer to a ready order
Choose a customer, add products or services, and keep the details in one place. Quantities, units, prices, currency, and taxes stay with the order. Save it as a draft while you agree the details, then confirm it when you are ready to move forward.
Your products. Your prices. Clearly laid out.
Work from one shared product catalog and set the agreed price for each order line. Keep quantities, units, and tax rates together, with the order currency clearly defined. Sales, fulfillment, and accounting work from the same order details instead of separate spreadsheets.
Daily operations
Confirm the order. Get things moving.
Connect your sales orders to the work that follows. In the stock sales workflow, confirmation reserves products and creates a delivery; completing delivery leads to the customer invoice. The documents stay linked, so your team can follow the sale without rebuilding it at every step.
Different channels. One place for orders.
Bring orders from your connected web store and point of sale into the same sales process as orders entered by your team. Keep the channel and source reference with each order, then continue through fulfillment, invoicing, and payment. More ways to sell, with one connected record of the sale.
A sales process that fits what you sell
Selling from stock is only one way to fulfill an order. ZavERP also supports connected workflows for purchasing to order, supplier-direct delivery, and services. Link a customer order to the purchasing or service work it needs, and keep fulfillment connected to the sale.
Payments and open balances
Keep the sale in sight, right through payment
Keep the customer invoice, incoming payments, and reconciliation connected to the sale. Check the related documents to understand what has been billed and paid, and see the customer balance in accounting. Your sales and finance teams share the same trail from order to payment.
Partial payments and open balances
Record amounts actually paid against the invoice. A partial payment leaves the remaining balance open, so payment status reflects settlement rather than an intention to pay.
Returns with a document trail
Link returns and credit notes to their original transaction. Reverse the relevant stock and accounting movements without rewriting the original posted operation.
Connected business processes
Linked source and result documents
Keep generated orders, receipts, invoices, and other records linked to their source. Follow the business operation across departments without recreating its context.
Currency and tax context
Keep currency and tax amounts with each document. Configure accounting and tax rules for your deployment, and track realized exchange differences on settlement.