The sales chain breaks when the quote, the order and the invoice live under unrelated numbers and different people. The customer cannot find the quoted price on the invoice. Sales automation ties those three records to one job number. Ayyıldızsoft does not pretend to draw the chain without your sample documents.
If the quote sits in CRM, the order is a continuation of that record, not a new customer card. If collection went through virtual POS, the reference is written on the order. If an official document is required, the e-invoice path is chosen separately. Automation does not replace the accountant’s posting rules.
Where the break shows
- The invoice carries the first price, not the revised quote
- The remaining quantity disappears on a partial shipment
- A discount is typed on the invoice as free text
- A cancelled order is invoiced
Not every quote has to become an invoice. A rejected quote does not become an order. If that split is missing, the report treats work that was never billed as revenue. Related: what happens if the CRM has no quote record.
The document session is at the Karatay or Selçuklu office. Details are in the Konya software company guide.
- Put the last three quotes, orders and invoices side by side
- Mark where the number changes
- Write the quantity left on a partial delivery
- Produce the invoice from the accepted order