Dynamo Sales
The order-to-invoice flow:
- Quotation — prices and terms for a customer or a lead.
- Sales Order — the confirmed order (Create → Sales Order on the quotation).
- Delivery Note — goods leaving the warehouse (when you use Inventory).
- Sales Invoice — billing (in Finance), created from the order or delivery.
Each step copies the previous one, so totals, taxes and items stay consistent and the documents stay linked. Price lists, discounts and payment terms are set on the customer or the item.
Dynamo CRM
CRM tracks prospective business before it becomes an order:
- Leads — people or companies you may sell to.
- Deals — opportunities with a value, a stage and an expected close date.
- Notes, tasks, calls and e-mails on each lead or deal keep the history in one place.
When a deal is won, create the customer and the quotation from it.
Who sees what
Salespeople see the leads, deals and customers their roles allow; managers can see the whole pipeline. Reports such as Sales Analytics follow the working company in the top bar.