Quotes & orders
- Quotes with revisions, expiry date and overall discount
- Orders with order confirmation
- Credit limit check and credit block
- Blanket orders with call-offs
- Backorders at a glance
Sales
Sales takes a transaction from the first quote to the incoming payment. Each document is created from the one before, and posted documents stay unchanged - corrections go through cancellation or credit memo.
- Quote, order, delivery note, invoice
- E-invoicing as XRechnung and ZUGFeRD
- Open items and automatic dunning run
Features
Delivery
- Delivery notes with packages
- Partial deliveries
- Lots and serial numbers on shipment
- Returns (RMA)
Invoicing
- Invoices and credit memos
- E-invoicing as XRechnung or ZUGFeRD/Factur-X
- Separate paying party
- Cancellation instead of deletion
Receivables
- Open items with ageing overview
- Dunning levels with fees and default interest
- Automatic dunning run
- Writing off bad debts
Document output
- PDF documents with your branding
- Sending by email with a send log
Works together with
Items & Pricing
Items with variants, units and lots - and price lists with tiers for every customer.
DetailsInventory
Stock per location, lots, serial numbers, stocktaking and valuation - reconciled with accounting.
DetailsAccounting
Financial accounting with SKR03/04, bank, cash, VAT, fixed assets and year-end - or a DATEV export to your tax adviser.
DetailsYour process is different?
The module is the standard. Whatever your business needs beyond it, we develop in the same system - with the same data and permissions.
ElbDesk as a complete solution →Which modules do you need - and what comes on top?
In a live demo we show you the modules against your own processes and work out what is standard and what we build for you.
- DATA EXPORT WITHOUT SWITCHING FEE
- GDPR GERMAN CLOUD
- BUILT IN HAMBURG