Sales management

AWRA Sales — revenue operations from quote to payment.

AWRA Sales Management connects customers, quotations, sales orders, invoices, POS transactions, payments, inventory reservations and deductions, and sales insights in one governed revenue workflow.

Start selling smarter Quote to invoice

Revenue operating layer

Sell, bill, collect, and report without disconnected records.

AWRA gives sales teams the structure to manage customers, create invoices, run POS transactions, track payment status, and keep inventory and finance aligned with every sale.

Invoice Hub

Create branded invoices, apply taxes and discounts, and track collection status from one workspace.

Customer 360

See customer profiles, purchase history, balances, documents, and activity in context.

POS Flow

Run branch sales with fast checkout, payment tracking, receipts, and stock updates.

Sales Insights

Monitor branch revenue, product movement, staff performance, and customer patterns.

Quotes, sales orders & proformas

One document, carried forward three times, never retyped.

A quote becomes a sales order, and the order becomes one invoice or several. Each step copies the lines it came from — item, quantity, price, tax — and remembers where it came from, so the invoice your customer pays can be traced back to the quote they accepted. Confirming the order is the moment stock is promised: what is on the shelf is reserved for this customer, and what is not is backordered rather than oversold.

Quote · Kitengela Builders Ltd QT-0142

Accepted

Cement 50 kg × 4031,200.00

Iron sheet, 30 gauge × 120138,000.00

VAT 16%27,072.00

Total KES196,272.00

Accepted online by Grace W. from the link in the quote email — no login, valid until 14 Oct, PDF on the same page.

Sales order · from QT-0142 SO-0087

Confirmed

Cement 50 kg40 ordered

32 reserved from Mlolongo store8 backordered

Iron sheet, 30 gauge120 ordered

120 reserved

Reserved stock is spoken for. The next counter sale sees 32 fewer bags available, and the 8 on backorder wait for the next receipt.

Invoice · from SO-0087 INV-2311

Order part-invoiced

Cement 50 kg × 3224,960.00

Iron sheet, 30 gauge × 120138,000.00

VAT 16%26,073.60

Total KES189,033.60

8 bags left to invoice on SO-0087. Ask for 9 and the invoice is refused — an order cannot be billed for more than it holds.

A quote moves through

Draft Approved Sent Accepted Converted Declined Expired

Approval is the dashed step: switch it on and a draft must be approved before it is sent or converted, and editing an approved quote sends it back to draft. Quotes past their valid-until date expire on their own each day.

A sales order moves through

Draft Confirmed Partially invoiced Invoiced Cancelled

Only a draft can be edited. Confirming reserves the stock; cancelling a draft or confirmed order releases it. An order with invoices against it is not cancelled — its invoices are cancelled or credited instead.

The customer answers online

A sent quote carries a signed, expiring link. The customer opens it without an account, reads or downloads the PDF, and accepts or declines by name, with a reason if they decline. An answer given on the phone can be recorded by your team instead.

Proforma from either document

A quote and an order each print as themselves or as a proforma, for the customer whose finance office pays before delivery. The same PDFs are available to the mobile app.

Confirming promises the stock

Confirmation reserves what is free in the order’s warehouse and backorders the shortfall, so two salespeople cannot sell the same last forty bags to two customers.

Invoice in as many parts as you ship

Choose a quantity per line, or invoice everything that remains. The order tracks what has been billed line by line and moves to partially invoiced or invoiced on its own.

Straight to invoice when it is on the shelf

A quote can skip the order and become an invoice directly. If the stock is not there, that is refused with the shortfall named, and you are pointed to a sales order, which reserves what exists and backorders the rest.

One price, decided in one place

The customer’s own price list, then your default list, then the item’s price — with quantity breaks and dates, in your base currency. Quotes, orders, invoices, recurring invoices and the till all ask the same question and get the same answer.

Quotes, orders & proformas

The full document chain, quote approval, price lists and reservations, with a worked example from first quote to last invoice.

See the document chain

Recurring invoices

Weekly, monthly, quarterly or annual templates that raise the invoice on schedule, as a draft to review or issued and emailed for you.

Bill on a schedule

Customer portal

Your customers sign in with an emailed link to see their invoices, statement, quotes and credit notes, and pay by M-Pesa or card.

Open the portal page

The straight answer

What AWRA OpsHub does today

Quotes, sales orders and invoices as one chain: each converts to the next and copies its lines, prices and tax, with the link back kept on every document.
Optional quote approval — a draft must be approved before it is sent or converted, and an edit sends an approved quote back to draft.
A signed, expiring quote link the customer opens without an account to read the PDF and accept or decline by name.
Quote, order and proforma PDFs, on the web and in the mobile app.
Stock reserved on confirmation, with the shortfall backordered, and released again when the order is cancelled.
Partial invoicing of an order, line by line, refused above what remains to be billed.
Price lists per customer and a default list, with quantity breaks and dates, in your base currency, read by every selling document and the till.
Recurring invoices and a customer portal for invoices, statements, quotes, credit notes and online payment.
A CRM pipeline: leads with a source, status and owner; opportunities on stages your organization sets, each with a probability and a weighted value per currency, on a drag-and-drop board; calls, emails, meetings, notes and tasks logged against them. A lead converts into a new or existing customer, and a won deal becomes a quote.
An overdue reminder ladder — stages by days overdue, each sending email, SMS or WhatsApp with wording you edit, once per invoice, stopping when it is paid and pausable per customer. Off until you switch it on; SMS and WhatsApp go through your own provider.
Auto-charge on recurring invoices in shillings — a saved Paystack card is charged, or an M-Pesa prompt goes to the customer to approve — retried daily up to three attempts before the invoice moves to the reminder ladder.

More we can add to your workspace

A credit check at order confirmation, holding an order for a customer over their limit before stock is reserved for it.
Delivery notes printed from a confirmed order, signed for at the gate and matched to the invoice.
Pick lists from a confirmed order, walking the store in location order.
Discount authority on quotes, orders and invoices, with a limit per role, so a line discounted beyond your limit waits for a manager before the quote can be sent — the till already caps a manual discount at your workspace limit and asks for an override or a supervisor’s PIN above it.
Lead scoring, a sales forecast beyond the weighted pipeline, and two-way email sync for the CRM.

Each of these sits on the order and reservation records that already exist. Tell us how your counter and your store actually hand an order over, and we will come back with a written spec, a timeline and a price to add it to your workspace.

Sales workflow

From customer demand to collected revenue.

AWRA connects the sales process from quotation, sales order and invoice through payment collection, stock movement, and finance visibility. Teams stop stitching records together manually and start working from one revenue trail.

Capture Customer Context

Build customer records with contacts, balances, sales history, and relevant documents.

Quote, Order, Invoice

Send a quote the customer can accept online, confirm it as a sales order that reserves the stock, and invoice it whole or in parts, with tax, discount and price-list context carried forward.

Collect Payment

Track paid, partial, overdue, and pending balances, with a reminder ladder by email, SMS or WhatsApp and auto-charge on recurring invoices.

Update Stock & Finance

Keep inventory movement, POS activity, and accounting context aligned with the sale.

POS and branch execution

Keep front-counter sales connected to the rest of operations.

POS activity should not become a separate island. AWRA connects branch sales to stock, receipts, cashier activity, customer records, reports, and finance workflows so retail and field teams can move quickly without losing control.

Support quick checkout while preserving branch, item, customer, cashier, and payment details.
Keep product movement visible for warehouse, inventory, and finance review.
Use daily sales views to understand revenue, returns, exceptions, and payment trends.

Explore POS Sales insights

Revenue visibility

Sales screens that help teams act, not just record.

Use sales dashboards, invoices, customer views, and POS reporting to understand where revenue is moving and where follow-up is needed.

Integrated controls

Revenue records stay connected to inventory and accounting.

Sales teams need speed, but finance and operations need control. AWRA keeps item availability, fulfillment, invoice status, payment activity, and accounting context together.

Inventory connection Accounting automation

Stock Awareness

Connect sales to item availability, location movement, and replenishment signals.

Payment Follow-Up

Track balances, overdue invoices, partial collections, and recovery priorities.

Receipt Evidence

Preserve invoice, receipt, payment, and customer context for audit and review.

Branch Reporting

Compare sales by branch, team, item, customer segment, and payment type.

Business outcomes

Cleaner customer records, faster collection, stronger revenue decisions.

Shorter Billing Cycle

Create invoices quickly and reduce the lag between sale, billing, and follow-up.

Better Customer Context

Give sales, finance, and support the same customer history and payment picture.

Stock Confidence

Align sales activity with real item movement so teams can sell with fewer surprises.

Revenue Intelligence

Spot sales trends, payment delays, branch performance, and product demand earlier.

Help Center

Need a quick answer while you read?

Run inventory, procurement, assets, sales, and field work with approved AWRA guidance for setup, migration, integrations, security, pricing, and support.

AWRA Sales

Frequently asked questions

What is AWRA Sales?

AWRA Sales is the revenue module of AWRA OpsHub. It connects customers, quotations, sales orders, invoices, POS transactions, payments and inventory deductions in one governed revenue workflow.

Does AWRA Sales have sales orders, or only quotes and invoices?

It has sales orders. A quote converts to an order, and the order converts to one invoice or several, each copying its lines, prices and tax. Confirming the order reserves the stock that is free and backorders the rest; invoicing can be done line by line and is refused above what remains on the order. Quotes and orders both print as a PDF or as a proforma.

Can a customer accept a quote online?

Yes. A sent quote carries a signed link that expires with the quote. The customer opens it without an account, reads or downloads the PDF, and accepts or declines by name. If your organization turns quote approval on, a draft has to be approved before it can be sent or converted.

Can AWRA Sales bill the same customer every month?

Yes, with recurring invoices: a template on a weekly, monthly, quarterly or annual cadence that raises each invoice on schedule, either as a draft for review or issued and emailed automatically. In shillings, each issued invoice can also be collected automatically from a saved Paystack card or by an M-Pesa prompt the customer approves. Customers can see and pay those invoices in the customer portal, by M-Pesa or card.

Does AWRA Sales include a CRM?

Yes. Leads carry a source, status and owner, and opportunities move through pipeline stages your organization defines, each with a probability and a weighted value per currency, on a drag-and-drop board in the web app and the mobile app. Calls, emails, meetings, notes and tasks are logged against them. A lead converts into a new or existing customer, and a won deal becomes a quote. Lead scoring, forecasting beyond the weighted pipeline and email sync are on the list of things we can add.

Can AWRA chase overdue invoices for us?

Yes, once you switch on the reminder ladder in settings. Each stage is set by days overdue and sends email, SMS or WhatsApp with wording you edit; each stage goes once per invoice, the ladder stops when the invoice is paid, and you can pause it for one customer. SMS uses your own provider (Africa’s Talking, Twilio or Infobip) and WhatsApp your approved template. Every reminder sent is recorded on the invoice.

Does AWRA Sales include point-of-sale?

Yes. It works with AWRA POS for fast in-branch checkout, deducting stock and recording payments against the same sales and finance records.

Can AWRA Sales track customers and invoices?

Yes. It maintains a customer 360 view with quotations, invoices, payments and collections, and reports revenue by branch.

Does selling in AWRA Sales update inventory automatically?

Yes. A confirmed sales order reserves stock so it cannot be sold twice, and each sale deducts stock as it is fulfilled, so inventory, sales and accounting stay in sync.