Sales management from quotation to financial follow-through
Arfinex structures the sales cycle across quotations, orders, fulfillment, invoicing and collection context, giving commercial and finance teams a shared view without blurring their responsibilities
Quotations, orders, pricing, delivery, invoicing and collections
Create consistent quotations and commercial terms
Prepare quotations using controlled item, price, tax, currency and validity data while keeping revisions and approval states visible
Turn approved demand into traceable orders
Convert confirmed commercial intent into sales orders that connect customer commitments to delivery and invoicing workflows
Coordinate fulfillment and invoicing
Follow order quantities, fulfillment status and invoice progress so operational and financial teams work from aligned records
Review sales performance with supporting detail
Analyze activity by customer, item, territory, channel or other configured dimensions and inspect the documents behind reported values
Connected sales cycle
Link quotations, orders, deliveries and invoices in one document flow
Clear commercial status
Separate drafts, approved terms, confirmed orders and completed fulfillment
Finance-ready records
Carry validated sales data into invoicing and accounting workflows
Sales management from quotation to financial follow-through
- Quotation and approval management
- Sales order and delivery tracking
- Customer and product sales analysis
Frequently asked questions
Can a quotation be converted into a sales order?
Approved quotation data can be carried into a sales order according to the configured commercial workflow
Can prices and discounts require approval?
Approval rules can be configured around selected commercial conditions and user responsibilities
Does the sales module connect to inventory?
Item availability, fulfillment and stock movements can be connected to sales documents when inventory workflows are enabled
Can sales data feed accounting reports?
Validated invoices and related financial documents can flow into accounting and reporting according to configured posting rules
Module availability, workflows, reports and integrations depend on each customer configuration, permissions and installed applications
Connect your commercial workflow end to end
Tell us how quotations, approvals, delivery and invoicing work in your business