Select completed items
Move only the finished rooms or quantities into a delivery.
WORKFLOW ADVISORY
From measurements to payment
Keep the product details attached as the job moves through the company.
A configured estimate is most valuable when the same item continues into approval, sales order, production, partial delivery, invoicing, and payment.
One continuous record
Each step should use the information created before it.
01MeasureRoom and finished size
02ConfigureProduct and options
03QuotePrice, yardage, wording
04ProduceWorkroom specifications
05DeliverComplete items in stages
06AccountInvoice, payment, profit
Quote and approval
The customer-facing item and the production item should agree.
The dimensions and options that create the price also create the descriptive wording. After approval, the quote can become a sales order without rebuilding each room.
- Room-by-room organization
- Generated product descriptions
- Professional customer PDF
- Quote history and approval
- Conversion to a sales order
Workroom production
The workroom receives construction information, not only a product name and price.
Finished dimensions, operation, fabric, lining, interlining, trim, hardware, calculated material, and special notes remain useful after the sale.
- Work orders and production status
- Customer-owned material references
- Fabric and trim details
- Calculated material requirements
- Visibility for office and production employees
Custom projects finish in stages
Deliver what is ready while the rest stays open.
A dining room may be complete while bedroom products are still in production or waiting on hardware. Ledgez supports selected delivery and flexible invoicing.
Keep the remainder open
Unfinished items stay visible on the original order.
Invoice now or later
Invoice the delivered portion or wait for the full project.
Integrated accounting
The operational record creates the financial trail.
Customer invoices, payments, vendor bills, purchasing, inventory, cash, bank, general ledger, and financial reports remain connected to the actual job.
