Revenue module
SALES / MODULESales
A GST-aware quotation is accepted publicly with a typed signature, converts to an order with a real-time credit check, and hands off to Accounting through an idempotent, auditable request.
Quote to Confirmed Order
- 01
Price
The price-list/rule/override waterfall and GST split are applied automatically.
- 02
Approve
Discounts above a configured threshold route to approval instead of auto-clearing.
- 03
Send for public acceptance
A hashed, single-use link lets the customer view and accept without an account.
- 04
Customer accepts
Acceptance is captured with a typed digital signature.
What it is
The Vercentlabs Sales module is the quote-to-cash engine — it turns a priced, tax-compliant, versioned quotation into a credit-checked order with an auditable handoff to Accounting, including a public link the customer can accept without logging in.
Module atlas / operating conditions
Why Sales becomes difficult in fragments
Manual, error-prone tax-aware pricing
Pricing a quotation with the right discount and the right GST split by hand invites mistakes that surface at invoicing, not before.
Untracked quotation revisions
A customer negotiates a quote over email and nobody can say which version they actually agreed to.
Orders that exceed customer credit
An order gets confirmed and shipped before anyone checks whether the customer is already over their credit limit.
No clean order-to-fulfillment link
Sales, warehouse, and finance each keep their own record of what was actually ordered, and the three drift apart.
Operating outcomes
What changes when Sales shares one system of record
Consistent, compliant pricing
A price-list-to-rule-to-override waterfall applies discounts and GST splits the same way every time.
A defensible record of what was agreed
Quotation versions are diffed and tracked, and public acceptance is captured with a typed signature.
No surprise credit exposure
Order confirmation is checked against the customer's real-time credit exposure before it's allowed to proceed.
One auditable handoff to finance
The order-to-invoice request is idempotency-keyed, so it can't create a duplicate invoice on retry.
Capability architecture
The module, decomposed by operating capability.
5 capability groups organised by the way the product works, not as a flat marketing feature wall.
Quotation pricing & tax engine
How a quotation gets its price and tax figures — automatically, not by memory.
- 01Price-list-to-pricing-rule-to-override waterfall
- 02Automatic CGST/SGST vs. IGST split by state
- 03Margin redaction for roles that shouldn't see cost
Quotation governance & approvals
Discounts and terms that cross a threshold don't just go out the door.
- 01Threshold-based auto-approval vs. approval-request routing
- 02Version diffing across quotation revisions
Order lifecycle & credit control
From an accepted quote to a confirmed, shippable order.
- 01Idempotent quote-to-order promotion
- 02Advisory-locked customer credit-exposure check at confirmation
- 03Holds, controlled amendment, and return requests
Fulfillment / invoice handoff
The auditable bridge from a confirmed order to a posted Accounting invoice.
- 01Idempotency-keyed invoice-request objects that can't double-post on retry
Public quote acceptance
A customer can accept or reject a quotation without a login.
- 01SHA-256-hashed, single-use share tokens
- 02View tracking on the public link
- 03Typed-signature accept/reject
Primary operating sequence
A transaction-level view of how work progresses through Sales.
See it work
Quote to Confirmed Order
The ordered process a real Sales workflow follows inside Vercentlabs.
Trigger
A quotation is created from a won CRM opportunity or directly by a sales rep.
- Price
The price-list/rule/override waterfall and GST split are applied automatically.
- Approve
Discounts above a configured threshold route to approval instead of auto-clearing.
- Send for public acceptance
A hashed, single-use link lets the customer view and accept without an account.
- Customer accepts
Acceptance is captured with a typed digital signature.
- Convert to order
Conversion is idempotent — retrying it can't create a duplicate order.
- Credit check at confirmation
The order is checked against real-time aggregated customer credit exposure under an advisory lock before it's confirmed.
Approvals
- 01Discounts above a configured threshold require approval before the quotation can be sent.
Automated actions
- 01Tax calculation
- 02Threshold-based approval routing
- 03Credit-exposure check
- 04Auto-cancel of pending approvals on quote revision
Connected modules in this workflow
Outcome
A confirmed order within the customer's credit limit, ready for fulfillment, with an idempotent invoice request queued for Accounting.
Operational proof
Sales, documented as an operating system.
Capability architecture
5 groups
Grouped by how the module is actually structured.
Primary operating sequence
Quote to Confirmed Order
Rendered above as an ordered process rather than a feature collage.
Connected system
3 modules
Adjacent modules are linked through the operating model on this page.
Business outcome
Consistent, compliant pricing
A price-list-to-rule-to-override waterfall applies discounts and GST splits the same way every time.
Ready to see Sales running on your own data?
Book a DemoSystem map
Sales does not operate alone.
The handoffs below are part of the operating model, not decorative cross-sells.
Quotations are sourced from won CRM opportunities, and order confirmation writes the win back to CRM.
A confirmed order generates an invoice request through an idempotency-keyed, auditable handoff.
Order lines carry a warehouse reference for the fulfillment team, though standard order fulfillment does not yet post an automatic stock deduction — see the Stock module page.
Output register
What Sales tells operators and managers
Quote-to-order conversion rate by rep and product line
Audience / Sales managers
New order volume and value over time
Audience / Sales leadership, finance
Quotes approaching their validity deadline
Audience / Sales reps
Discounts and terms waiting on sign-off
Audience / Sales ops, finance approvers
Orders ready to invoice and their margin
Audience / Finance, sales leadership
Rule register
What the module can run on its own
Only discounts and terms that cross a configured threshold need a human sign-off.
Revising a quotation automatically cancels any pending approval on the prior version, so approvers never sign off on stale terms.
Every action on a quotation or order writes a row to the sales document event log.
Control register
How Sales stays governed
Module-specific controls shown separately from the platform-wide security architecture.
Enforced at the service layer, not just hidden in the UI.
Cost and margin figures are hidden from roles that shouldn't see them, consistently across every view.
Every state change on a quotation or order is logged and cannot be edited after the fact.
What to plan before going live.
- 01
Price lists, pricing rules, and approval thresholds are configured to match your actual commercial policy.
- 02
GST registration details and state-wise tax rules are set up per company/branch.
- 03
Customer credit limits are migrated in before go-live so the credit check has real data to check against.
- 04
Existing open quotations and orders are migrated and reconciled, not re-entered.
Buyer questions
Questions teams ask about Sales
Can a customer accept a quotation without creating an account?
Yes — quotations are sent as a hashed, single-use public link, and the customer accepts or rejects with a typed digital signature, no login required.
What stops an order from shipping to a customer over their credit limit?
Order confirmation runs a real-time, advisory-locked check against the customer's aggregated credit exposure before the order can be confirmed.
Does confirming a Sales order automatically deduct stock?
Not today — order lines carry a warehouse reference, but standard Sales-order fulfillment does not yet post an automatic stock movement. Manufacturing and Point of Sale do post real stock movements; see the Stock module page for the honest current state.
Continue the operating map