Capture leads
Record new prospects and the source of the enquiry so teams have a shared starting point.
- Contact and company details
- Lead source and owner
- Notes and next action
Lead-to-order solution
Turn more enquiries into well-managed orders.
Create a clearer path from first contact to quotation, sales order and fulfilment. LaraOffice can help connect lead follow-up with sales, inventory and finance workflows—so teams know what happened, what comes next and who owns the action.
Clear handovers from prospect to customer order.
Sales pipeline Illustrative dashboard● Workflow view
New leads84Example data
Quotes pending26Follow up
Orders this month42Example data
OPPORTUNITIES & NEXT ACTIONS
OpportunityValueStage
Retail groupRs 420KQualified
Parts supplierRs 185KQuoted
Service firmRs 96KFollow-up
Wholesale buyerRs 310KReview
Next action visibleReduce missed handovers
Lead → OrderConnected workflow
The lead-to-order journey
Keep every stage moving in the right direction.
Use a consistent process to track enquiries, follow up on opportunities and hand confirmed demand into order fulfilment.
Qualify opportunities
Prioritize enquiries using agreed criteria and assign clear responsibility for follow-up.
- Qualification status
- Follow-up reminders where configured
- Duplicate and incomplete record review
Create quotations
Prepare proposals using approved products, pricing and commercial terms.
- Quotation history
- Approval for selected discounts
- Expiry and revision tracking
Convert to sales order
Carry confirmed customer and item details forward instead of re-entering them from scratch.
- Quote-to-order handover
- Customer and item references
- Order status visibility
Check stock and fulfilment
Connect the order to availability, purchasing or fulfilment steps as appropriate.
- Availability review
- Pick, dispatch or service handover
- Shortage and delay visibility
Invoice and review
Link completed transactions to billing and reporting according to your configured process.
- Invoice status
- Outstanding amount follow-up
- Pipeline and conversion reports
Connected handovers
Stop the sales process from breaking between teams.
Lead-to-order is more than a pipeline board. It is the handover between marketing or enquiry sources, sales, inventory, fulfilment and finance. Clear ownership and linked records help teams find the next action without reconstructing the whole story.
- ✓Sales: qualify the lead, record interactions and prepare a quotation.
- ✓Management: review discounts, terms or exceptions when approval is required.
- ✓Operations: confirm stock, purchasing needs and delivery capacity.
- ✓Finance: issue invoices and track balances under the agreed billing process.
- ✓Leadership: review pipeline stages, ageing opportunities and conversion trends.
Example lead-to-order process Illustrative
01
Enquiry received
Create a lead record and assign an owner.
02
Qualification and follow-up
Record requirements, next steps and expected timing.
03
Quotation prepared and reviewed
Use approved pricing and capture revisions or approvals.
04
Accepted quote becomes an order
Pass customer and line details into the sales order process.
05
Fulfilment and billing
Coordinate delivery or service completion, then invoice and review.
Measure progress
Make the pipeline easier to manage.
Track a small set of useful indicators to identify stalled opportunities and improve the quality of sales handovers.
Lead ageingHow long leads wait for action
Quote follow-upOpen quotations and next steps
ConversionProgress between defined stages
Order statusAccepted orders awaiting fulfilment
Practical sales governance
Give your team a process they can follow consistently.
Agree on what qualifies as a lead, who owns each opportunity, when discounts need approval and what information must be present before a quote becomes an order.
Ownership
Assign responsibility for follow-up and next steps.
Approvals
Define review rules for discounts and exceptions.
Traceability
Keep lead, quotation and order references connected.
Reporting
Use consistent stages and definitions for analysis.
Ready to connect your sales workflow?
Show us how your team captures leads, follows up quotations, creates orders and hands work to operations. We can review the workflow against the LaraOffice modules and configuration you plan to use.
Frequently asked questions
Lead-to-order FAQs
Common questions about connecting sales stages with business operations.
What does lead-to-order mean?
Lead-to-order describes the journey from capturing and qualifying a potential customer through quotation, accepted order, fulfilment and the relevant billing handover.
Can a quotation be converted into a sales order?
This is a common connected workflow, but the exact conversion behavior and field mapping must be confirmed for your deployed LaraOffice modules and configuration.
Can the sales team see inventory availability?
Inventory visibility can support sales decisions when the sales and inventory workflows are connected. Confirm whether the implementation exposes available, reserved and in-transit quantities and how reservations are handled.
Can we require approval for discounts?
Approval rules may be configured for selected transactions where supported. Agree on discount thresholds, approvers, audit requirements and exception handling during implementation.
Can we measure lead conversion?
Conversion reporting requires consistent stage definitions and reliable records of leads, quotations and resulting orders. Confirm which reports and dashboards are included in your setup.
Can leads come from websites or marketing campaigns?
Lead capture integrations depend on the tools and connectors available in your deployment. Confirm supported sources, consent requirements, field mapping and duplicate handling before enabling automated capture.
