Sales & Purchasing ERP Modules | Unbox Managed Dolibarr
Commercial Operations

Unify Your Sales and Supply Chain

Stop running your business on disconnected spreadsheets. Unbox handles your entire commercial lifecycle—from the first customer quote to the final vendor payment—in one unified system.

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The "Swivel Chair" Problem

If your sales team has to ask the warehouse if an item is in stock, and your purchasing team has to manually type purchase orders based on a spreadsheet, your growth is capped. The Unbox Commercial Module connects your Order-to-Cash and Procure-to-Pay workflows so data moves automatically.

Turn Quotes into Cash, Faster

Give your sales team the tools to close deals quickly while ensuring every order is profitable, trackable, and seamlessly handed off to the warehouse.

  • Intelligent Quoting & CRM

    Generate PDF quotes using custom templates. Track status in your CRM pipeline and trigger automated follow-up emails.

  • One-Click Order Conversion

    Convert approved quotes to Sales Orders with one click. Instantly allocate inventory and notify the warehouse.

  • Real-Time Margin Visibility

    Stop guessing if a deal is profitable. See your gross margin on every quote based on actual purchasing costs.

  • Automated Invoicing

    Generate invoices upon delivery. Track unpaid balances and issue automated payment reminders to protect cash flow.

Sales Order Workflow in Dolibarr

Take Total Control of Procurement

Managing the supply chain is chaotic. Unbox gives you the visibility to buy at the best price, track inbound freight, and prevent phantom stockouts.

  • Multi-Vendor Intelligence

    Buy the same product from three suppliers? Track the unique SKU, MOQ, lead time, and best buying price for each vendor.

  • Automated Purchase Orders

    Run a replenishment report and let Unbox auto-draft POs based on low-stock thresholds or current open sales orders.

  • Dropshipping Workflows

    Auto-generate a vendor PO directly from a customer Sales Order and track the shipment without it touching your warehouse.

  • Receiving & Accounts Payable

    Track partial or full PO receipts. Update live inventory instantly and generate vendor bills for accounting.

Purchase Order Generation

Commercial Intelligence at a Glance

Monitor the health of your entire supply chain from a single screen.

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Task & Notification Center

Manage daily To-Do's in a Kanban view. Receive instant alerts when a high-value quote is viewed or a critical PO is delayed.

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Supplier Performance

Monitor which vendors consistently deliver late or short-ship, allowing you to make data-driven supply chain decisions.

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Sales Analytics

Track monthly revenue, top-performing sales reps, and your most profitable product lines directly from your home dashboard.

Stop Managing Paperwork. Start Managing Growth.

Ready to see how your specific quoting, PO, and dropshipping workflows look inside Unbox? Send us a message and an ERP Architect will reach out to build a tailored implementation plan.