Sales Management
Quote faster, deliver accurately and invoice the moment goods leave your warehouse. Every step is connected, and every figure posts to your books on its own.
In a trading business, a sale passes through many hands: the salesperson who quotes, the manager who approves, the storekeeper who picks, the driver who delivers and the accountant who invoices. Square Loop keeps all of them on the same page. Each document is created from the one before it, so nothing is typed twice and nothing gets lost.
Quotations that win business
Build quotations from your item catalogue with the right price list applied automatically, whether that is retail, wholesale, project or dealer. Offer alternatives with option groups so your customer can choose between products, then record their pick with one click. Revise a quote without losing its history, attach your terms and conditions, and send a branded PDF by email or WhatsApp.
Optional: hold stock against a promising quotation so it is still there when the customer says yes.
Sales orders that protect your stock
Convert an accepted quotation into a sales order in one click. Confirming the order reserves the stock, so two salespeople can never sell the same units. When stock is short, the order joins a backorder queue and is filled automatically, in order, when new stock arrives.
Deliveries done right
Deliver an order in one go or in several partial deliveries. Square Loop always knows what is still open on each line, including drafts in progress, so you never over-deliver. Dispatch in boxes, cartons or pieces, and let Square Loop handle the unit conversions. Schedule dispatch dates, capture the receiver’s signature and photos, and track deliveries not yet acknowledged.
Invoicing and VAT
Raise invoices from delivery notes or sales orders. Tax, discounts, round-off and extra charges such as freight are calculated for you. Posting an invoice books revenue, VAT and receivables instantly. Cash and card sales can create the receipt at the same time.
Credit control and returns
Set credit limits and payment terms per customer and get a warning, or a hard block, before a sale goes over the limit. Handle returns with credit notes that always reference the original invoice, and apply them against open balances or refund the customer.
Quote-to-order in one click
Zero double-selling with stock reservation
Invoices post to accounts instantly
Full history on every customer and document
Yes. Quotations, sales orders, delivery notes, invoices and receipts can be shared by email, through the WhatsApp Business API or from your own WhatsApp.
Yes. An order can be delivered across multiple delivery notes, and the system tracks the open quantity on every line.
Yes. Create as many price types as you need and assign one to each customer.
Related modules
Every module shares the same customers, items and ledger. See all features or go back to the Square Loop home page.
Real-time stock by warehouse, rack and batch
VAT-ready books that post themselves
Leads, opportunities and follow-ups that close
Quotations, live stock, barcode scanning and approvals on Android and iOS.
Book a free 45-minute demo and see Square Loop Sales Management working with your own products and processes.
Square Loop is the ERP built for trading businesses. Sales, purchasing, inventory, accounts, CRM, delivery and HR work together in one loop, on the web and on your phone.
Industries
Office
Al Helali Street
Al Nahyan, Zone 1
Abu Dhabi, UAE
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