Customer commitments are scattered
Solution: Keep the quotation, agreed terms and order reference together with a named owner.
Expected result: The team can explain what the customer agreed to buy.
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MALUONE ERP MODULES
Sales & CRM
Follow the customer order from the first quotation through delivery, invoicing and collection.
For sales teams, warehouse coordinators and collection staff.
Request a Sales & CRM Demo
Problems your team needs to solve
Orders, deliveries and invoices disagree
Solution: Review actual delivery evidence against the confirmed order and billing terms.
Expected result: Partial deliveries and amounts still to bill remain visible.
Sales are mistaken for cash collected
Solution: Review invoice and receipt references alongside customer balances.
Expected result: Collection follow-up uses the unpaid amount rather than the full order value.
Understand the workflow
Quotation → Sales Order → Delivery → Invoice → Receipt
Customer and quotation records
Keep customer requirements and proposed products together when preparing a quotation.
Orders and deliveries
Connect confirmed orders with the goods that need to be delivered.
Invoices and receipts
Follow what has been billed and collected alongside the sales workflow.
Common mistakes to avoid
- Dispatching from an outdated quotation or order.
Prevention: Verify the latest approved order and changes before dispatch.
- Counting an order or won opportunity as collected revenue.
Prevention: Track order, invoice and receipt amounts separately.
- Closing a sale without assigning the remaining delivery or collection task.
Prevention: Assign the undelivered quantity and unpaid balance to named owners with review dates.
Work through a complete example
Use these illustrative cases to evaluate the workflow with the demonstration team. Confirm the available screens, controls and configuration for your scope.
Follow the quantities and amounts
A customer orders 100 units at 200,000 LAK each. The order value is 20 million LAK. Deliver 60 units first and, under the agreed billing terms, invoice those 60 for 12 million LAK. A receipt of 5 million leaves 7 million outstanding on that invoice and 40 units still to deliver. These figures exclude tax, discounts and other adjustments.
Read the visual: compare each document or stage separately, then follow the reconciliation shown beside it.
Customer order · 100 units
60Delivered
40Pending
60 + 40 = 100 units
Invoice · 12 million LAK
5mReceived
7mUnpaid
5m + 7m = 12m LAK
Documents and team handovers
- 01
Quotation and confirmation
Record the product, unit, price, validity and delivery terms. Keep evidence of the customer's approval before creating the confirmed order.
- 02
Delivery and billing
The warehouse records the 60 units actually dispatched. The billing team checks the delivery evidence and agreed invoice basis.
- 03
Collection and follow-up
Apply the 5 million receipt to the correct invoice. Give the remaining delivery and overdue-payment follow-up named owners.
When the normal process changes
Case 1: Customer changes the order
Problem / consequence
Shipping an old quantity or price creates a dispute.
Correction / prevention
Record the agreed change, review what is already delivered or billed, and demonstrate how the remaining order is revised.
Case 2: Customer returns five units
Problem / consequence
Adding goods to stock without reviewing the invoice leaves inconsistent records.
Correction / prevention
Inspect the goods, identify the original delivery, and review stock handling and any approved credit or refund together.
Case 3: Customer cancels the balance
Problem / consequence
An open order can continue appearing as future demand.
Correction / prevention
Confirm the undelivered quantity, any deposit and cancellation terms; demonstrate how the remaining commitment is closed without erasing completed transactions.
Responsibilities, reports and controls
Sales owner
Reviews quotation versions, customer approval and the next action.
Warehouse and finance
Check actual delivery separately from invoice and payment status; confirm who approves price changes and credits.
Manager's review
Compare outstanding orders, undelivered quantities and unpaid invoices. A pipeline forecast measures potential business, not collected cash.
Ask to see these cases in your demo
- Trace the 100-unit order to 60 delivered, 40 outstanding, 12 million billed and 5 million collected.
- Demonstrate a return and explain its stock and customer-balance effects.
- Show who may change prices, approve credits and review transaction history.
Agree the results and any limitations in the implementation scope before launch.
Prepare a useful demonstration
Bring these examples
Bring a quotation, a partially delivered order, an invoice and a matching receipt.
Outputs to review
Review outstanding orders, delivery history, invoice references and customer balances in the demo.
Confirm the scope
This ERP guide follows customer orders through collection. The separate MaluOne CRM application supports the MaluOne team's inquiry and opportunity pipeline. Confirm customer CRM requirements, integrations and data exchange explicitly; they are not implied by the module name.