Light ERP: quote to order, order to invoice

Modustra IQ is a CRM first, but for a manufacturer the sale doesn't end when the quote is won. The ERP side takes it the rest of the way: the quote becomes an order, the order gets invoiced as it ships, and the invoice goes to QuickBooks. It's all one record, and nothing gets typed twice.

We kept it light on purpose. QuickBooks stays your general ledger. Modustra IQ covers everything from winning the job to sending the invoice, then hands the accounting over to QuickBooks.

You can always trace where something came from. An order records the quote it came from, an invoice records its order, and the pricing notes behind the quoted price carry over onto the order. If something comes back, the return and the credit are recorded against that same order.

Converting a quote copies every line onto a new order, so editing the quote later won't change what was ordered. Adjust the quantity on each line (or set it to zero to leave a line off), then add the customer's PO number, the order date, and the promised date. The quote moves to the archive, and you can restore it if you ever need to convert it again.

Each open order has a confirmation you can print or email to the customer, and you invoice it from the same screen. Each line starts with whatever is left to invoice: bill the whole order at once, or bill what shipped and leave the rest open. Once the last line is invoiced, the order closes.

The invoice is a clean document your customer can read: your company details, their billing and ship-to addresses, PO number, and contact, then each line with quantity, unit price, and amount, priced per each, per hour, or in whatever unit the line was sold in. Print it, save it, email it, or send it to QuickBooks in one click. If it went out by mistake, void it.

A return is opened against the order the goods came from, with the customer's PO, who opened it, and when. Each line says what's coming back and what happens to it. When the goods arrive, anything going back to stock is added to Inventory. The goods value shown is what the items sold for. What the customer is owed is settled separately with a credit note, so returns and credits never get mixed up.