Manage the full commercial workflow from customer setup to order execution

Customer records, configurable products, pricing rules, offers, agreements, and order lifecycle controls all stay inside one commercial workflow.

  • Customer records
  • Product catalog and variants
  • Options and package definitions
  • Price lists and discounts
  • Pricing calculator
  • Offers and revisions
  • Agreements and prepaid balances
  • Orders and order status flow
  • PDF exports where supported
Commercial control

Catalog

Products, variants, images, options, stock, and package definitions are maintained centrally.

Pricing

Price lists, customer discounts, product overrides, and variant adjustments resolve deterministic prices.

Offer

Offers can be drafted, revised, exported, accepted, rejected, and converted.

Agreement / Order

Prepaid agreements and orders keep balances, price snapshots, cost snapshots, and status flow connected.

Shipment Plan

Optional shipment planning organizes outbound work before final shipment records are created.

Control customers, products, pricing, offers, agreements, and orders

Commercial workflows stay grounded in configurable products, deterministic pricing, agreement balances, revisions, and transaction snapshots.

  • Customer profiles with contact, tax, shipment defaults, assigned CR, and optional login binding.
  • Product and variant management with SKUs, images, stock, dimensions, weights, cost, and options.
  • Price lists, customer discounts, product overrides, and a pricing calculator.
  • Offers, agreements, and orders with PDF export, conversion paths, and lifecycle control.
Product management screen showing product rows, images, and operational columns.
Price list screen showing pricing control and customer-specific structures.