What they needed
- Follow each customer inquiry through quotation, the customer's purchase order and the sales order, with one reference connecting them all.
- Hand inquiries between Sales, Purchase and the Managing Director without losing them, and see which department is holding each one up.
- Approve margin, lead time and payment terms together once a customer PO arrives — by the Operations Manager or MD — before an order is processed.
- Know what is on the shelf, what is already promised to an order, and track equipment by serial number.
- See what customers owe and what the company owes suppliers, including post-dated cheques.
What we built
Sales
- Inquiries
- Quotations
- Customer POs with approval
- Sales orders
- Sales performance
- Customers
Purchase
- Inquiry (costing) requests
- Purchase requests
- Supplier POs
- Purchase performance
- Suppliers
Store & delivery
- Goods receipt
- Inventory from a stock ledger
- Serial numbers
- Deliveries
- Products
Management & accounts
- Approvals queue
- Exceptions
- Receivables with ageing and cheques held
- Payables
- Expenses
- Management dashboard
Admin & HR
- Staff
- Company documents
- Attendance
- Leave
- Salary and payslips
- Advances
Highlights
- One chain from inquiry → quotation → customer PO → sales order, and from purchase request → supplier PO → goods receipt → delivery.
- Department-based access: each role — sales, purchase, store, accounts, operations, MD — sees its own desk.
- An approvals queue for anything waiting on a decision, oldest first.
- Stock availability is calculated from the ledger every time, never a stored count.
- Automatic notifications when work is waiting on someone, plus printable documents.
How it was built
Built on the OneFlow platform — Next.js, TypeScript and PostgreSQL — and customised to the client's written requirements.
Need something similar?
Tell us how your business runs and we'll show you what a system for it would look like. See also: OneFlow business management · Salary advances & HR.