Create the quotation
Quotation to Invoice Flow focuses on proposal creation, quote approval, invoice conversion, attachments, and customer follow-up. In AWRA, sales control depends on keeping customer, quote, invoice, payment, stock, attachment, and report context connected.
The practical goal is revenue confidence. Teams should know who the customer is, what was promised, what was approved, what was invoiced, what was paid, and what remains at risk.
In practice, a salesperson creates a quotation, attaches customer requirements, gets approval, converts it to an invoice, and follows up on payment.
Quote-to-invoice path
Customer
Customer and contact are selected.
Quote
Lines, price, tax, and attachments are prepared.
Approve
Quote is reviewed before commitment.
Convert
Approved quote becomes invoice.
Follow up
Payment and customer response are tracked.
Sales model
- Sales records should preserve customer identity, promise, approval, and collection context.
- Attachments and status changes should support the transaction instead of living outside it.
- Credit and payment controls protect revenue quality as much as sales speed.
- Managers need exception patterns, not only individual transaction totals.