Quote to Invoice

The SARCI FinOps solution contains the critical modules required for the completion of a full sales lifecycle starting from the quote process, booking of sale order, work execution, invoice & despatch.

Each stage consists of additional steps such as approvals, document versions, scheduling, automated calculations for pending items, assignment to users and so on. Partial work completion, order fulfilment is also handled.

A key feature is the built-in ledger system that accumulates cost against each activity and its timeline to completion. This gives a live picture of all cost inputs, bottlenecks, material used, people involved across the life of a sale order execution.

Given below is an Example Workflow being followed for the quote-to-invoice process.