<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=8778010&amp;fmt=gif">
Skip to content
Close
SEARCH
See how it works
Get a Demo
See how it works
Get a Demo
Merchant →

Manage your trade counter, ecommerce, remote teams, CRM, multi-branch and mobile warehouse.

Wholesale and Distribution →

Manage stock control, multiple warehouses, multiple branches and online sales.

Retail →

Inventory management, business intelligence, order processing, CRM, EPOS, ecommerce and financials.

We cater to diverse industries. If your sector isn't listed above, contact our experts to explore potential compatibility.    Are we a good fit →

GenetiQ_Cloud_Primary
Our next-generation cloud ERP
GenetiQ ERP Laptop and iPad

Browser-based solution with industry-leading personalisation and flexibility.

Learn more about GenetiQ Cloud →
GenetiQ_XLine_Primary
Formerly Intact Xline

Low cost solution for small businesses, hosted on your desktop or in the cloud.
More about GenetiQ Xline →
GenetiQ On-Premise Desktop Solution
Formerly Intact iQ

A feature-rich desktop ERP platform with flexibility and customisation at its core.
More about GenetiQ On-Premise →

Wondering which of our solutions would be best for your business?  Compare GenetiQ solutions →


Which business challenges are you trying to solve?
 

Stock and inventory management

Gain real-time visibility and control
across locations and product levels.

Related features:
 Warehouse management | Point of sale | Mobile access

 

Customisation and personalisation

Adapt GenetiQ around your workflows, roles
and business processes.

Related features:
 Workflow automation | Mobile access | CRM and marketing

 

Business intelligence and reporting

Turn live data into clearer decisions with
dashboards and flexible reporting.

Related features:
 BI and reporting | Financials and accounting

 

Sales and order management

Streamline quotes, orders and fulfilment
from counter to delivery.

Related features:
 Point of sale | CRM and marketing | Inventory management

 

Integration and connectivity

Connect your systems, streamline data,
and eliminate manual processes.

Related features:
 Workflow automation | Cliqx ecommerce | Clover payments

 

Financial management

Manage finances, control margins, and
ensure accuracy with confidence.

Related features:
 Financials and accounting | BI and reporting

Explore all business challenges
See how connected ERP can help improve operations →

Talk to an expert
Get personalised guidance for your business →

Sales and order processing

Turn customer demand into orders without losing the detail

Bring quotations, sales orders, pricing, stock checks and fulfilment choices into one connected sales process, so your team can respond faster and keep customer activity moving.

See how GenetiQ works
genetiq-sales-office-control-desk
Faster order processing
 
Clearer sales visibility
 
Smoother fulfilment
 

Keep sales moving without slowing the customer down

Sales teams need to respond quickly while still getting pricing, stock availability, fulfilment and customer details right. When that information sits across different systems or relies on manual checks, it creates delays, missed follow-up and unnecessary hand-offs.

GenetiQ brings quotations, sales orders, customer information, pricing and stock context into connected workflows, helping teams move from enquiry to confirmed order with fewer disconnected steps.

Respond faster to customers Create and progress quotations and orders with the information sales teams need in one place.  
Keep pricing and stock in context Use customer pricing, stock checks and fulfilment information as part of the sales process.  
Reduce hand-off friction Move confirmed demand into picking, purchasing, delivery and invoicing without re-entering the same information.   
A connected workflow

Connect the sales process from enquiry to fulfilment

GenetiQ helps sales teams move from the first customer enquiry through quotation, order creation and fulfilment selection, while keeping stock, pricing and customer information connected throughout the process.

1
Customer enquiry
Record the requirement, customer query or opportunity and keep the relevant customer information connected.
2
Quotation
Create, revise and follow up quotations using customer pricing, stock checks and sales context.
3
Sales order

Convert an accepted quotation into an order, or create an order directly where appropriate.
4
Stock and availability
Check availability as part of the sales process and identify when purchasing action may be required.
5
Fulfilment choice

Select the appropriate route, such as immediate collection, later collection, delivery or direct/drop ship.
6
Operational hand-off
Pass confirmed demand into picking, purchasing, delivery documentation and invoicing through connected workflows. 

Keep sales activity visible in one place

The Customer Service Control Desk gives sales and customer service teams a central view of quotations, orders, delivery and pickup workflows, pricing reviews, returns and customer queries, helping them see what needs attention next.

Customer Service Control Desk in GenetiQ showing quotations, sales orders, fulfilment workflows, pricing reviews and customer activity.

Give sales teams the context they need to keep orders moving

GenetiQ brings customer, pricing, quotation, stock and follow-up information into the sales process, helping teams respond consistently and keep outstanding work visible. 
Quotations and follow-upCreate and revise quotations, track active, overdue and expired quotes, and keep follow-up visible to sales teams.
Customer pricing and offersUse customer-specific price lists, discounts, quantity breaks and special offers during quoting and order processing.
Customer queries and tasks

Record customer queries, assign them to the right person or department, link related activity and create follow-up tasks.

Returns and credits

Handle physical stock returns and price-credit requests through structured workflows rather than disconnected manual adjustments.

Keep customer orders connected to the teams that fulfil them

GenetiQ connects sales activity with the operational processes that follow, helping teams move confirmed demand into stock, purchasing, delivery and invoicing without creating separate disconnected hand-offs.

Stock and inventory management

Connect sales orders to stock availability, picking and warehouse activity so customer demand can move into fulfilment.

Explore stock and inventory management  
Purchasing and
replenishment

When customer demand cannot be met from available stock, purchasing activity can be created from the sales process and handed into the buying workflow.

Explore purchasing and replenishment

 
Transport, delivery and
proof of delivery

Sales can identify delivery as the fulfilment route, while downstream transport processes handle scheduling, delivery execution and proof of delivery.

Explore transport and delivery  

bullet-arrow

Give sales teams more control at the point of customer contact

 

By connecting quotations, orders, pricing, stock and fulfilment information, GenetiQ helps sales teams spend less time chasing information and more time progressing customer demand through to fulfilment.

Faster responses

Give sales teams the information they need to quote, check availability and progress orders without unnecessary delays.

More consistent pricing

Use customer-specific price lists, discounts, quantity breaks and offers within the sales process.

Fewer missed follow-ups

Keep active, overdue and expired quotations visible so opportunities are easier to track and progress.

Cleaner operational hand-offs

Move confirmed sales into stock, purchasing, delivery and invoicing workflows without disconnected re-entry of information.

Give sales teams more control
at the point of customer contact

GenetiQ customers consistently value being able to see the information they need quickly, work in one connected system and keep everyday processes moving without relying on disconnected tools or manual workarounds. Those benefits are especially important in sales, where delays in pricing, stock checks or order follow-up can directly affect the customer experience.

“It’s the visibility of everything through the system that has been crucial for us. It’s having all that data at the click of a finger.”
Setra-Case-Study-1
Stuart Newman, Managing DirectorSetra Wood Products
“Being able to locate files with just a few clicks rather than digging through misfiled papers eliminates so much hassle for us. Finding an invoice and any related items takes seconds, not minutes.”
south coast building supplies
Tim Payne, Managing DirectorSouth Coast Building Supplies
GenetiQ solutions

Sales and order processing in GenetiQ

Sales and order processing is part of the wider GenetiQ platform, connecting customer activity with pricing, stock, purchasing, fulfilment and finance.

For businesses managing multiple sales teams, branches, customer types or more complex fulfilment requirements, GenetiQ provides connected workflows for quotations, sales orders, customer queries, follow-up and downstream operational hand-offs.

For businesses of any size

GenetiQ

GenetiQ Multiscreen for Website-1

A flexible ERP platform for merchants, wholesalers and distributors that brings core business operations together in one connected system.

Where the access method matters, GenetiQ is available through a browser application or desktop application. Both are part of the same GenetiQ platform.

Explore GenetiQ →
For smaller businesses

GenetiQ Xline

Xline with MWS 2

GenetiQ Xline is a separate business management solution designed for smaller businesses with less complex requirements.

Explore GenetiQ Xline →

Frequently asked questions

What is sales and order processing software?

Sales and order processing software helps businesses manage customer enquiries, quotations, sales orders and the steps that follow. In GenetiQ, sales activity connects with customer, pricing, stock, purchasing, fulfilment and finance information so teams can keep orders moving through one joined-up process.
Can quotations be converted into sales orders? Yes. Accepted quotations can be converted into sales orders, helping teams keep the original customer and commercial context connected as the sale progresses. Sales orders can also be created directly where appropriate. 
Can sales teams check stock while quoting or taking an order?

Yes. Stock checking is part of the quotation and sales process, helping teams understand availability while they are working with the customer. Where stock is not available, purchasing activity can be initiated from the sales process.
What fulfilment options does GenetiQ support?

GenetiQ supports several fulfilment routes, including immediate collection, later collection, delivery and direct or drop-ship orders. The selected route then connects the sales order with the relevant downstream operational workflow. 
How does GenetiQ help sales teams follow up quotations?

GenetiQ can surface active, overdue and expired quotations in sales workflows, helping teams see what requires follow-up rather than relying on individual memory or separate tracking. 

Ready to make sales and order processing easier?

See how GenetiQ can help your teams manage quotations, orders, pricing,
stock checks and fulfilment in one connected process.
Online demo
Talk to our ERP experts