Promise dates you can actually keep
Most sales tools are disconnected from the factory. Done MRP isn’t. Quotes, orders, and delivery schedules run on the same data as production — so when a rep commits to a date, the floor can back it up.
Overview
The Sales module covers the full order-to-cash cycle: quoting with live margins, order confirmation with capable-to-promise date checking, phased delivery scheduling, automatic production and procurement triggers, and shipment-linked invoicing. Every step is connected — a confirmed order line automatically reserves stock or fires a production order. Sales reps see real capacity, not guesses. Finance sees real costs, not estimates. And nothing falls through the gap between the CRM and the shop floor.
The order-to-cash cycle
Four connected stages. Every action in one triggers the next — no re-entry, no reconciliation.
- 01
Quote
Build quotes with configurable line items, customer-specific pricing, and scheduled delivery releases. Assign pipeline stages from Prospect to Verbal Commit and track the value of open opportunities by rep. Live margin per line means you know what a deal costs before it leaves your desk — not after the order is already won.
- 02
Sales order
Convert an accepted quote in one click — all lines, contacts, and delivery schedules carry over. Capable-to-Promise (CTP) verifies each delivery date against live stock levels and real production capacity before you confirm. Approval workflows and credit holds catch problems at the point of entry, not after the goods have already shipped.
- 03
Fulfillment
Confirmed order releases automatically generate pick lists for the warehouse. Staff pick from live bin-level stock, pack, and ship. Partial shipments are handled natively — each shipment creates its own delivery note and packing slip, and backorders stay open and visible until fully fulfilled. Carrier integration handles labels without leaving the system.
- 04
Invoice & returns
Invoices are generated per shipment, not per order, so partial deliveries bill correctly every time. If a customer returns goods, the RMA process handles return authorisation, inspection, inventory restock, and credit memo creation in a single flow. Finance stays in sync throughout — no manual journal entries, no spreadsheet reconciliation.
What’s inside
Capable-to-Promise (CTP)
Before committing to a delivery date, CTP checks available stock and production capacity in real time. Sales reps get a date the factory can actually hit — not a number pulled from thin air.
Live margin on every quote
Unit cost vs. quoted price is visible on every line as you build the quote. Reps know whether a deal is profitable before it goes out the door — not after it’s already won.
Delivery releases
Split a single order line into multiple scheduled deliveries. Customers get phased shipments against one purchase order, with each release tracked independently through picking, shipping, and invoicing.
Automatic production & procurement
When a release is confirmed, Done MRP automatically creates the linked production order or purchase requisition. One action in sales sets the entire supply chain in motion.
Credit holds & approval flows
Orders that exceed a customer’s credit limit are automatically placed on hold. Configurable approval workflows handle high-value orders, large discounts, or specific customers — with a full audit trail on every decision.
Quote to invoice, no gaps
The full cycle — quote, order, pick list, shipment, invoice, and return — lives in one system. Partial shipments create partial invoices. Credit memos are tied to the original order. Nothing needs to be reconciled in a spreadsheet.
Connected by design
Sales doesn’t operate in isolation. Every confirmed order line feeds the modules that fulfil it — automatically, without integration work.
A confirmed release for a make-to-order item automatically triggers a linked production order on the shop floor. Sales commits to the customer; manufacturing gets the instruction. The two stay in sync as production progresses.
InventoryStock is checked and reserved at order confirmation via CTP. Pick lists draw from live bin-level stock, so what’s allocated is what ships. Backorders update automatically when new stock arrives.
PurchasingFor non-stocked or procure-to-order items, order confirmation triggers a purchase requisition directly. Drop-ship orders route from supplier to customer with full traceability — no extra steps.
ReportsOrder backlog, margin by rep, and on-time delivery rate update in real time as orders move through the cycle. No export needed — the numbers in the dashboard are the same numbers driving the plan.
Also included
- Quote stage tracking — Prospect, Proposal Sent, Under Review, Verbal Commit
- Customer-specific pricing levels (Standard, Wholesale, Distributor, Key Account)
- Multi-currency quotes and orders with exchange rate management
- Duplicate order detection with automatic alerts
- EDI order import with exception queue and customer item mapping
- HubSpot CRM integration — quotes mapped to deals
- Sales rep tracking on every quote and order for commission reporting
- Multiple ship-to addresses per customer
- Internal notes and customer-visible notes on orders
- Full audit trail on every order change and approval decision
- Project linking — tie orders to internal project codes
- Order search across all historical orders by customer, item, date, or status
See it in action
Book a demo and we’ll walk you through this module end-to-end, tailored to your operation.