Sales & delivery
From enquiry to invoice
Each stage hands its record to the next — one customer master, one purchase order, all the way through.
1
ProposalStudio →
A customer request becomes a priced offer.
Enquiries · Quotations · Cost sheets2
Projects →
The won offer is planned, scheduled and engineered.
Schedules · Budgets · Drawings3
StockFlow →
Material is allocated to the project and dispatched.
Stock · Allocation · Dispatch4
Accounts →
Delivery is billed, e-way billed and posted to Tally.
Purchase orders · Billing · TallyPeople & admin
People and oversight
Used by everyone, whatever their part of the work.
Administration
Users
One login for every application.
| User | Role | Access | Status | Sessions | Last sign-in |
|---|
Administration
Roles & permissions
Job titles, and what each one can do. Click a row to change it.
| Role | Covers | People | Can do |
|---|
