Your first sale: quote to paid invoice
Follow one order from a customer's request all the way to cash in the bank.
Every sale in Svalog is one connected chain. Here it is, start to finish.
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Create a quote
Go to Quotes → New Quote, pick a customer and add products — totals, tax and discounts calculate themselves.
More detail: Quotes -
Send it
Hit Send Email and Svalog delivers the PDF; the quote moves from Draft to Sent.
More detail: Quotes -
Customer says yes — click Accept
Svalog creates a sales order and reserves stock for every item in one atomic step. If stock can't be reserved, nothing changes.
More detail: Sales Orders -
Ship & Invoice
One action writes the delivery note, books the stock out, and issues the invoice. Shipping only part of the order? Partial shipments are built in.
More detail: Sales Orders -
Send the invoice
Download the PDF or send it by email; the due date is set automatically from the customer's payment terms.
More detail: Invoices -
Record the payment
Click Record Payment (full or partial) and the status flips to Paid or Partially Paid on its own.
More detail: Payments
From request to paid, every document is linked, and stock and books update themselves. No re-typing, no spreadsheet, no "which version is current?"