Every quotation is retyped, approval is verbal, and what shipped does not match what was sold. What is needed is a quote that becomes an order, then a delivery and an invoice.
One record that starts as a quote and becomes a confirmed order without retyping.
A customer’s own list beats the general one, with quantity breaks and lists that apply only between dates.
Deliver in parts; delivering more than was ordered is refused.
The invoice bills what actually shipped, and services in full.
Send the customer their link and they open the quotation and accept or decline it; accepting turns it into a confirmed sales order in your workspace, exactly once however many times they press.
A quotation confirmed into a sales order, every part delivery, and the draft raised to invoice it are all written onto the order itself in both languages, with the team’s notes, a follow-up with a date and an owner, and who is following it.
On one set of data: what happens here reaches these apps without anyone retyping it.
It is the same record: it starts as a quote with one number and becomes an order with a second number when confirmed, so nothing is retyped.
A customer’s own list beats the general one, each item can have quantity breaks, and a list can apply only between dates — the rule is written down, not inferred.
What actually shipped, for stocked items, and services in full. Delivering more than was ordered is refused.
Food distributors supplying restaurants and shops, with a cold chain, short shelf lives and daily delivery routes.