Management panel · Orders and payments
From quote to final payment, without losing anything along the way
Quotes that turn into orders, availability checked on save, deposits kept apart, and every payment or refund logged on the same order.
No card required · No commission on your sales
How it works
An order that handles what you used to write down by hand
- 1
Quote or direct order
Work with quotes and orders, or only with orders. A quote can hold stock for a while, just check it, or estimate it; once accepted it is re-checked and turns into an order without re-entering anything.
- 2
Availability that never gets it wrong
Re-checked on save or whenever dates or items change. You decide whether shortfalls are allowed, how far ahead bookings can go, and the minimum notice required.
- 3
Payments, deposits and refunds
Card via Stripe, cash or bank transfer. The deposit is kept separate and refunded at close; if it is a percentage of the order, it is calculated on the total with tax. The order always shows what is paid and what is pending.
You set the rules, the system does the work
What you set, what runs itself, and what you do whenever you want
You configure it
- Quotes and orders, or orders only
- Quote that holds stock with an expiry, only checks it, or estimates it
- On acceptance: always re-check, only if the hold expired, or go straight through
- Fixed or relative pickup and return times, and 5-to-60-minute steps on the time picker
- Allow or disallow shortfalls in quotes and orders
- Maximum booking horizon and minimum notice
- Manual or automatic pre-check, how many hours ahead, and what it asks for: contract, document, deposit or payment
- Payment before delivery: none, partial or full
- Default deposit: none, % of the order, % of the product value, or a fixed amount
- Cancellations with a mandatory reason and what to do if there are already payments
- Stripe account per company or per location
It runs itself
- Availability re-checked on save or when dates and items change
- Expiry of quotes' stock holds
- Pre-check sent the hours ahead you chose
- Reconciliation of card payments
- Reconciliation of payments with their invoices
- Documents issued once the order reaches the status you choose
- Percentage deposit calculated on the total with tax
- Deposit movements alongside the rest of the payments
You do it whenever you want
- Record a payment, edit it or refund it
- Convert a quote into an order
- Prepare the order to go out
- Deliver and receive the whole order or line by line
- Log adjustments on return
- Cancel an order or void a draft
- Re-check availability
- Prepare and resend the pre-check
- Send a templated email and see its history
- Close the order
- Export orders to PDF or Excel
Everything it includes
Quotes and orders
Two flows, or just one if you don’t work with quotes.
Hold with expiry
The quote holds stock for a few minutes or hours and releases it on its own.
Shortfall warnings
You know before confirming if something is missing, or you allow it on purpose.
Fixed or relative times
Pickup always at 10:00, or 24 hours ahead: whatever fits you.
Pre-check
Contract, document, deposit and payment settled before it arrives.
Payment before delivery
Require partial or full payment before the order goes out.
Deposits your way
Percentage of the order, of the product value, or a fixed amount.
Three ways to get paid
Card via Stripe, cash and bank transfer, in the same history.
Refunds
Return deposits or amounts from the order, with their own record.
Delivery by line
Part goes out today, the rest tomorrow, without splitting the order.
Adjustments on return
Note what changed on return and charge it on the spot.
Export
The orders you choose, in PDF or Excel, with totals and balance.
Frequently asked questions
About orders and payments
- Can I work without quotes?
- Yes. You choose “orders only” and the panel stops showing them.
- What happens if the dates change?
- Availability is re-checked and the payments already logged stay on the order.
- How is the deposit calculated?
- However you configure it: percentage of the order or the product value, a fixed amount, or no deposit at all.
- Can I take cash payments?
- Yes, and bank transfer too. They sit in the same history as card payments.
- What is the pre-check?
- A link for your customer to sign, upload their document and pay before arriving.
- Can each store charge to its own account?
- Yes. You can assign a different Stripe account to each location.