Quote to Invoice
Quote → Sales Order → Dispatch → Invoice → Payment — 2 articles
Quoting a customer, and getting paid
build a quotation, send it, turn the customer's purchase order into a Sales Order, dispatch the units, raise the GST tax invoice and record the payment — with the paper trail intact at every hop.
Logging a service request from the sales desk
raise the request against the right customer and unit, and hand it to your Service Coordinator, who schedules it and sends an engineer.