Sales work in stages. A quote becomes an order. An order gets allocated against stock, then dispatched, then invoiced, then chased. BizHeroFor doesn't pretend that's three different systems — it puts the whole pipeline behind one orders screen, with each stage clearly visible.
The orders dashboard is where most of the work happens. Every active order is listed with its allocation status, dispatch status, dispatch date, customer, amount, and the action you can take next. Filters across the top let you slice by customer, by date range, by status — backorders, completed, cancelled, do-not-dispatch, ready-to-go. It's a queue, not a search engine; the things you have to deal with today sit at the top.
From quote to invoice
Quotes carry their own ID, their own line items, their own VAT calculations. When a customer accepts, the quote converts into an order in one click — no copy-paste, no risk of the figures changing in the handover. Orders inherit the customer's price tier, their delivery address, their preferred shipping method, and any account-level discounts.
Once an order is placed, the system allocates stock against it and updates the available-to-sell numbers across the storefront in real time. If something's short, the order moves to backorder and the customer (or your sales rep) gets notified. When stock arrives, allocation re-runs automatically — orders that became fulfillable get flagged as ready to dispatch.
Dispatch and delivery
Dispatch can run in single-order mode for small operations, or in bulk mode for warehouses. Bulk dispatch lets you select dozens of orders, generate dispatch notes for all of them, mark them dispatched, and email out shipment confirmations in one go. The dispatch screen shows you what's ready, what's part-allocated, what's blocked.
Once dispatched, the invoice generates automatically. PDFs are produced from your branded template — your logo, your colours, your VAT number, your terms. Invoices can email instantly or batch-send overnight, and they're stored on the customer record forever.
Recurring billing
Some customers buy the same things every month. Rather than re-keying those orders, you can set up a recurring invoice — pick the customer, pick the products, pick the cadence (weekly, monthly, quarterly), and the cron job runs it automatically. Each generated invoice shows up on its own, fully editable before send. There's a separate view page (read-only summary) and edit page (change cost or sell prices for that cycle), so finance and ops can each have the access they need.
Customers in context
Customer records aren't just contact details. Every customer has their order history, their lifetime value, their open backorder, their allocated stock, and their per-product price overrides on one screen. Sales reps can be assigned to specific accounts; reps see only their own customers and their own pipeline. Credit-status flags determine whether new orders are accepted automatically or sent for approval.
Behind the scenes, every change is logged. Who edited the price on this order, when was it dispatched, when did the customer pay, what's the gross margin — it's all available in the customer history view, and it all flows through to the reports module without any extra setup.
Generated invoices push automatically to your accounting platform — same record, same numbers, no second entry.
