--- title: "Product tour: one order from request to payment | SalexHub" description: "Follow one order through SalexHub: a website request, a quote, the customer's yes, the invoice, the payment and the restock. The Agent prepares; people decide." url: "https://salexhub.com/tour" --- # From the first request to the money in. Follow one order through Contoso, an invented company: a request from its website, a quote, the customer's yes, an invoice, the payment and more stock on order. The Agent prepares the paperwork, and people make every decision. ## One order, six decisions Each step ends on something finished and a person who decides. - **1. A request comes in, from your website form**: A new request, answered the same hour. Jonas Keller of Fabrikam asks for 40 starter kits and 12 pro kits through the form on Contoso's website. SalexHub files him as a contact with a deal, marked as from the website, with the pages he read before he wrote. Dana asks the Agent for a reply, and it writes one. Done: a contact and a deal made from the form, and a reply written for the person who owns the deal. Decided by a person: Dana sends the reply from her own mailbox, or changes it first. Website forms come with the paid plans. [Forms & web](https://salexhub.com/product/web) - **2. Quote it, from the deal**: A quote while the call is still fresh. After the call the deal holds two lines: starter kits and pro kits. The Agent turns the deal into a quote on Contoso's letterhead, with tax and a date it is valid until. Marking it sent gives it its number; sharing the link always asks a person, whatever else the Agent may do alone. Done: a quote with the deal's lines, tax and a validity date, on the company's own letterhead. Decided by a person: Dana marks it sent and shares the link with Fabrikam. [Quotes & invoices](https://salexhub.com/product/quotes-and-invoices) - **3. Get the yes, your customer, from a link**: Accepted from a phone, between meetings. Maya Lindgren, Fabrikam's chief executive, opens the link, reads the quote and accepts it by typing her name. She needs no account. Dana sees when the quote was opened and on what kind of device, and the deal moves to won. Done: the quote accepted under the customer's own name, and the deal moved to won. Decided by a person: Maya decides, on the quote itself: accept or decline. [Quotes & invoices](https://salexhub.com/product/quotes-and-invoices) - **4. Invoice it, from the accepted quote**: From yes to invoice in one step. The accepted quote becomes the invoice. Nothing is typed again, so the numbers Fabrikam agreed to are the numbers it pays. The invoice takes its number and its date only when a person issues it, and after that it no longer changes. Done: an invoice with the quote's lines and totals, ready to issue. Decided by a person: Omar issues it, which numbers it and locks it. [Quotes & invoices](https://salexhub.com/product/quotes-and-invoices) - **5. Get paid, one bank transfer**: Paid, and everyone can see it. Fabrikam's transfer lands. Omar tells the Agent, and it drafts the payment against the invoice it settles. Once he records it, the invoice reads Paid for sales, for accounts and for the Agent at the same moment. Done: a payment matched to the invoice it settles. Decided by a person: Omar records the payment. [Quotes & invoices](https://salexhub.com/product/quotes-and-invoices) - **6. Order more, from your supplier**: The next forty starter kits, on order. Forty starter kits went out to Fabrikam and twelve are left. Omar asks the Agent for more, and it drafts a purchase order to Litware with the lines and the date they are expected. Confirming it gives the order its number and fixes its lines; Omar sends it to the supplier himself. Done: a purchase order to the supplier, with its lines and the date the goods are expected. Decided by a person: Omar confirms the order, then sends it to Litware. [Purchasing & stock](https://salexhub.com/product/purchasing-and-stock) ## One order, seen by every team Sales sees the deal, accounts see the invoice and the payment, and the warehouse sees what is left and what is on order. Nobody asks where an order stands, and nothing is typed twice. ## What if the delivery was ready before the truck pulled in? Northwind's truck comes at two. Lena Ortiz asks the Agent for the delivery; it drafts it from Northwind's order, with the lines and what is on hand, and she sends the goods out with Deliver, which takes them out of stock. ## Each part, in depth - **Quotes & invoices**: Quotes on your letterhead, the customer's yes from a link, invoices and payments. [Read the page](https://salexhub.com/product/quotes-and-invoices) - **Purchasing & stock**: Purchase orders, deliveries counted against them, and stock you can trust. [Read the page](https://salexhub.com/product/purchasing-and-stock) - **Finance**: See who owes you, record what comes in, and let one transfer settle several invoices. [Read the page](https://salexhub.com/solutions/finance) ## Do this with your own business Start free on your own, or open the chat and ask the Agent what it would do for your business. [Start free](https://app.salexhub.com/register) · [Open the chat](https://chat.salexhub.com/). Free for one person, with no end date · Five chat messages without an account · Pro and Business start with a 14-day trial --- The same page for people: https://salexhub.com/tour. Index of this site for agents: https://salexhub.com/llms.txt