Quotes to cash for trade customers

Quotes, sales orders, part dispatches, invoices and returns for wholesale and B2B customers, sharing stock with the till and posting straight to the ledger.

Direct answer

NiyuSuite Sales Orders handles the full trade order cycle: quote, confirmed order, picking, one or more dispatches each with its own tax invoice, payment, and returns against the original invoice. Stock is reserved when the order is confirmed and every invoice posts to accounts receivable and GST automatically.

What it covers

  • Quotes and orders: turn an accepted quote into an order without re-keying.
  • Credit control: customer credit limits and payment terms checked when the order is saved.
  • Part dispatch: send what is available now, back-order the rest, with an invoice for each dispatch.
  • Returns and credit notes: returns are matched to the lines on the original invoice, including mixed-GST orders.
  • Customer portal: trade customers can see their orders and invoices themselves (Enterprise).
  • Voice Ordering add-on: speak the order and the lines fill in.

Frequently asked questions

Can I dispatch part of an order?

Yes. Send what is in stock now and back-order the rest. Each dispatch gets its own tax invoice.

Are customer credit limits checked?

Yes. The customer’s credit limit and payment terms are checked when the order is saved.

How are returns handled?

Returns are matched to lines on the original invoice and raise a credit note, with GST handled per line.

Built on one master data record

This product reads and writes the same products, customers, suppliers, locations and accounts as every other NiyuSuite product. Start with this one, add more later, and nothing has to be re-keyed or synced. How single master data works →

Talk to us about Sales Orders

Start with one product and grow into the full ERP on the same data, or move across all at once. We will help either way.