Quotes that win, invoices that bill.
From quotation to delivery to invoice to receipt. The sales cycle, end-to-end, with the paperwork handled.
- Configured to your businessQuotation → Invoice
- Industry defaultsMulti-price list
- TunabilityAuto-reminders
ERPNext · Sales
Octagon Labs
hello@octagonlabs.io
⌂
Selling
/
Quotation
≡ List View ⇅
Saved Filters ⇅
↻
⋯
+ Add Quotation
ID ~ QUO-2026-####
Customer ~ Any
Status ⇅ Open
⊟ Filter 1
×
⇅ Created On
Open Quotations
31
B$ 248K total
To Fulfill
18
due this week
MTD Revenue
B$ 412K
+8% vs LM
Quotations · 5 of 31
typical · illustrative
| ID | Customer | Date | Valid Until | Amount | Status |
|---|
| QUO-2026-0934 | Customer A Holdings | 2026-09-09 | 2026-10-09 | 5,869.50 | Open |
| QUO-2026-0932 | Customer B Hardware | 2026-09-08 | 2026-09-22 | 2,420.00 | Ordered |
| QUO-2026-0928 | Customer C Workshop | 2026-09-06 | 2026-09-20 | 8,140.00 | To Fulfill |
| QUO-2026-0921 | Customer D Cafe | 2026-09-04 | 2026-09-18 | 1,860.00 | Expired |
| QUO-2026-0918 | Customer E Procurement | 2026-09-02 | 2026-09-30 | 42,300.00 | Open |
Monthly Sales 2026 · B$
Top Customers (YTD)
Customer A Holdings162.4K
Customer E Procurement102.9K
Customer C Workshop57.4K
Customer B Hardware31.8K
Top Items (YTD)
Industrial Lubricant 20L186.2K
Engine Oil 5W-30 4L148.0K
Heavy-duty Filter A4892.6K
Brake Pad Set (Front)64.1K
⌂
Selling
/
Customer
≡ List View ⇅
Saved Filters ⇅
↻
⋯
+ Add Customer
Customer Group ~ Any
Territory ~ Any
Disabled ⇅ No
⊟ Filter 1
⇅ Last Updated On
Customers
142
+6 this quarter
Ordered (MTD)
61
43% of customers
Customers · 5 of 142
typical · illustrative
| ID | Customer Name | Group | Price List | Payment Terms | Status |
|---|
| CUST-0041 | Customer A Holdings | Commercial | Wholesale | Net 45 | Active |
| CUST-0038 | Customer B Hardware | Retail | Standard Selling | Net 30 | Active |
| CUST-0035 | Customer C Workshop | Commercial | Wholesale | Net 45 | Active |
| CUST-0029 | Customer D Cafe | Retail | Standard Selling | Cash | Active |
| CUST-0022 | Customer E Procurement | Government | Government Rate | Net 60 | Credit Hold |
⌂
Selling
/
Sales Order
≡ List View ⇅
Saved Filters ⇅
↻
⋯
+ Add Sales Order
Customer ~ Any
Status ~ Any
Transaction Date ⇅ This month
⊟ Filter 1
⇅ Transaction Date
To Deliver
18
due this week
Late Deliveries
1
follow-up today
Sales Orders · 5 of 64
typical · illustrative
| ID | Customer | Date | Delivery Date | Grand Total | Status |
|---|
| SAL-ORD-2026-00614 | Customer B Hardware | 2026-10-16 | 2026-10-18 | 2,420.00 | To Deliver and Bill |
| SAL-ORD-2026-00612 | Customer E Procurement | 2026-10-15 | 2026-10-20 | 24,880.00 | To Deliver and Bill |
| SAL-ORD-2026-00609 | Customer A Holdings | 2026-10-14 | 2026-10-16 | 5,869.50 | To Bill |
| SAL-ORD-2026-00605 | Customer C Workshop | 2026-10-10 | 2026-10-14 | 8,140.00 | Completed |
| SAL-ORD-2026-00598 | Customer D Cafe | 2026-10-03 | 2026-10-08 | 1,860.00 | Overdue |
⌂
Selling
/
Delivery Note
≡ List View ⇅
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⋯
+ Add Delivery Note
Customer ~ Any
Posting Date ⇅ This month
⊟ Filter 1
⇅ Posting Date
Delivery Notes · 5 of 112
typical · illustrative
| ID | Customer | Against Order | Posting Date | Grand Total | Status |
|---|
| MAT-DN-2026-00877 | Customer A Holdings | SAL-ORD-2026-00609 | 2026-10-16 | 5,869.50 | To Bill |
| MAT-DN-2026-00874 | Customer C Workshop | SAL-ORD-2026-00605 | 2026-10-14 | 8,140.00 | Completed |
| MAT-DN-2026-00871 | Pinehill Hardware | SAL-ORD-2026-00601 | 2026-10-13 | 28,000.00 | Completed |
| MAT-DN-2026-00866 | Customer B Hardware | SAL-ORD-2026-00590 | 2026-10-09 | 2,420.00 | Completed |
| MAT-DN-2026-00878 | Customer E Procurement | SAL-ORD-2026-00612 | 2026-10-17 | 24,880.00 | Draft |
⌂
Selling
/
Sales Invoice
≡ List View ⇅
Saved Filters ⇅
↻
⋯
+ Add Sales Invoice
Customer ~ Any
Posting Date ⇅ Last 60 days
Status ~ Any
⊟ Filter 1
⇅ Posting Date
Invoiced (MTD)
B$ 88,140
+12% vs LM
Avg Days to Pay
27
-3 vs last year
Sales Invoices · 5 of 214
typical · illustrative
| ID | Customer | Posting Date | Due Date | Grand Total | Status |
|---|
| ACC-SINV-2026-00512 | Customer A Holdings | 2026-10-14 | 2026-11-28 | 5,869.50 | Unpaid |
| ACC-SINV-2026-00509 | Customer E Procurement | 2026-10-10 | 2026-12-09 | 24,880.00 | Unpaid |
| ACC-SINV-2026-00503 | Customer C Workshop | 2026-10-03 | 2026-11-17 | 8,140.00 | Partly Paid |
| ACC-SINV-2026-00487 | Customer B Hardware | 2026-09-02 | 2026-10-02 | 2,420.00 | Overdue |
| ACC-SINV-2026-00481 | Customer D Cafe | 2026-08-28 | 2026-08-28 | 1,860.00 | Paid |
⌂
Selling
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Item
≡ List View ⇅
Saved Filters ⇅
↻
⋯
+ Add Item
Item Group ~ Any
Is Sales Item ⇅ Yes
⊟ Filter 1
⇅ Last Updated On
Sellable Items
1,783
of 1,847
Priced
100%
in 3 price lists
Low Stock
12
affects 4 open orders
Items · 5 of 1,783
typical · illustrative
| Item Code | Item Name | Item Group | In Stock | Selling Rate | Status |
|---|
| LUB-20L-IND | Industrial Lubricant 20L | Lubricants | 248 | 95.00 | Enabled |
| OIL-5W30-4L | Engine Oil 5W-30 4L | Lubricants | 4 | 48.00 | Low Stock |
| FLT-A48-HD | Heavy-duty Filter A48 | Filters | 412 | 18.50 | Enabled |
| BRK-PAD-FR | Brake Pad Set (Front) | Spare Parts | 86 | 36.00 | Enabled |
| SEAL-B12-HYD | Hydraulic Seal Kit B12 | Spare Parts | 18 | 88.00 | Reorder |
⌂
Selling
/
Item Price
⊟ Filters
Export
↻
⋯
Actions
Price List ~ Any
Item Group ⇅ Lubricants
⊟ Filter 1
Item Prices
5,349
across lists
Last Update
2026-10-01
Q4 pricing
Pricing Rules
6
volume & promo
Item Prices · Lubricants
typical · illustrative
| Item | Standard Selling | Wholesale | Government Rate | Valid From |
|---|
| Industrial Lubricant 20L | 95.00 | 88.00 | 86.00 | 2026-10-01 |
| Engine Oil 5W-30 4L | 48.00 | 44.50 | 43.00 | 2026-10-01 |
| Gear Oil 80W-90 4L | 39.00 | 36.00 | 35.00 | 2026-10-01 |
| Grease EP2 15kg | 120.00 | 111.00 | 108.00 | 2026-10-01 |
| Coolant Concentrate 5L | 26.00 | 23.50 | 23.00 | 2026-10-01 |
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Selling
/
Terms and Conditions
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⋯
+ Add Terms and Conditions
Applicable For ⇅ Selling
⊟ Filter 1
⇅ Last Updated On
Auto-applied
By customer group
on quotes & orders
Terms and Conditions · 5 of 5
typical · illustrative
| Title | Applies To | Terms (preview) | Created | Status |
|---|
| Standard Sales Terms | Selling | Payment due within 30 days. Goods remain our property until paid in full. | 2024-03-01 | Enabled |
| Wholesale Terms | Selling | Net 45. Minimum order B$ 1,000. Free delivery within Brunei-Muara. | 2025-01-15 | Enabled |
| Government Supply Terms | Selling | Net 60 from acceptance. Prices fixed for the contract period. | 2025-07-01 | Enabled |
| Quotation Validity | Selling | Quotations are valid for 30 days from the date of issue. | 2024-03-01 | Enabled |
| Promotional Terms 2026 | Selling | Promo prices valid until stocks last, not combinable with rebates. | 2026-10-01 | Draft |
⌂
Selling
/
Sales Analytics
⊟ Filters
Export
↻
⋯
Actions
Tree Type ⇅ Item Group
Value / Qty ~ Value
Range ~ Quarterly
Year ~ 2026
⊟ Filter 1
Q3 Sales
B$ 1.20M
+8% vs Q2
Best Group
Lubricants
36% of sales
Fastest Growth
Filters
+18% QoQ
Sales by Item Group · 2026
typical · illustrative
| Item Group | Q1 | Q2 | Q3 | Total |
|---|
| Lubricants | 382,400 | 406,100 | 431,800 | 1,220,300 |
| Spare Parts | 311,900 | 318,200 | 336,500 | 966,600 |
| Filters | 164,300 | 172,900 | 204,000 | 541,200 |
| Tools | 86,100 | 91,400 | 97,800 | 275,300 |
| Services | 59,300 | 116,400 | 125,900 | 301,600 |
| Total | 1,004,000 | 1,105,000 | 1,196,000 | 3,305,000 |
What the selling module looks like in your hands. Click the menu on the left to explore. Illustrative data.
What we configure for you
Set up around the way your team already works, then tuned after go-live.
- Quotation with print/email/PDF
- Sales Order → Delivery Note → Invoice
- Multi price-list (BND, USD, project)
- Auto email reminders for overdue
- Customer credit limit & hold
- Return / credit note workflow
