Quotations
Prepare quotations from products, services and price lists, track validity and revisions, and convert accepted quotes into orders.
Sales management
From quotation to order, without the guesswork.
Manage quotations, sales orders, price lists, customer assignments, territories, targets and commissions in one connected sales workflow that hands off cleanly to inventory, fulfilment and billing.
✓ Controlled quotations✓ Approved sales orders✓ Targets and commissions
LARAOFFICE · SALES ORDERS
SMOrder overviewIllustrative preview
36Awaiting customer
9Needs review
112Sample data
DocumentCustomerTerritoryStatus
QT-1048Northstar Ltd.NorthQuoted
SO-2311Evergreen PLCCentralApproval
SO-2310Summit WorksWestConfirmed
SO-2309Bluepeak GroupSouthReserved
See it in LaraOffice
Sales orders from entry to submission
Capture customer, channel, terms, delivery address and items, then save a draft or submit the order.
What sales management covers
Run the commercial side of every order.
Sales management turns customer demand into accurate, approved orders, with the pricing, ownership and performance information your team relies on.
Sales orders and approvals
Capture orders with defined approval steps for discounts, credit limits and exceptions before they move to fulfilment.
Pricing and discounts
Maintain price lists, customer-specific pricing and discount rules so salespeople quote consistently.
Territories and assignments
Assign customers to salespeople, teams, branches and territories with clear ownership.
Sales targets
Set targets by person, team, territory or period and compare them with confirmed sales.
Commissions
Define commission rules and calculate earned commission from qualifying orders and receipts.
Connected order workflow
Every confirmed order starts the next step.
A sales order is not the end of the sale. It reserves stock, starts fulfilment and becomes the source for billing and receipt, so the information needs to be right the first time.
- ✓Quote: price products and services from approved price lists.
- ✓Approve: route discounts and credit exceptions to the right reviewer.
- ✓Confirm: convert the quotation into a sales order with its source reference.
- ✓Fulfil: hand off to stock reservation, picking and dispatch.
- ✓Bill: invoice from the order and track receipt against it.
TARGETS · THIS QUARTER
◎Team performanceSample values
North territory82% of target
Central territory67% of target
West territory91% of target
South territory54% of target
Illustrative interface only. Availability depends on the final product scope.
A practical starting point
Set up sales management step by step.
Start with the structure your team already uses, then add controls and performance tracking as the process matures.
01
Products and prices
Agree the products, services, price lists and discount rules your team can quote.
02
Ownership
Assign customers to salespeople, teams and territories.
03
Approvals
Decide which quotations and orders need review, and by whom.
04
Targets and reviews
Set targets and commission rules, then review performance each period.
Related
Works alongside
Sales management connects with the modules before and after the order.
Frequently asked questions
Sales management questions
Understand the intended workflow and how to discuss requirements for your organisation.
CRM focuses on leads, opportunities and customer relationships before a sale. Sales management covers the commercial transaction itself: quotations, sales orders, pricing, approvals, territories, targets and commissions.
Approval rules, thresholds and reviewers should be confirmed during requirements discovery. Share your current policies with the LaraOffice team so the intended scope can be discussed.
No. This page describes the intended sales management workflow and illustrative capabilities. Confirm current availability, integrations and delivery scope with the LaraOffice team before making a purchasing decision.
Bring structure to every sales order.
Tell us how your team quotes, approves and confirms orders today.
