Quote to order to invoice, in one record.
Every step references the same customer, products and prices, so the numbers carry through cleanly from first enquiry to invoice.
- Quotes — build a quote with live product prices and stock, and send it for the customer to review.
- Customer-specific pricing — agreed price lists apply automatically per customer and product, with no manual lookups.
- Stock reservation — confirming an order reserves stock so you can see what's genuinely available to promise.
- Approval flow — orders can require approval before stock is issued, with rules you set.
- Invoice generation — raise the invoice straight from the approved order, with VAT applied automatically.
- Audit trail & status — see exactly where every order is and who changed what, end to end.
Stop re-keying. Stop guessing order status.
Disconnected quotes, orders and invoices are where margin leaks — duplicate entry, wrong prices and 'where's my order?' emails.
One record from quote to invoice means no re-typing customers, products or prices between tools.
Live stock and reservation stop you promising goods you've already committed elsewhere.
Sales, warehouse and finance all see the same live order status — no chasing, no spreadsheets.
Connected to stock, purchasing and handoff.
Sales orders don't live alone in Cobalt.
When you sell, stock moves; when stock runs low, you can raise a purchase order to replenish it. Invoices feed your operational financial view and export cleanly for accountant handoff. For the full sell-side picture from buyer acceptance to payment visibility, see quote to cash.
Frequently asked questions.
What is sales order management software?
It's software that manages the full sell-side workflow — quotes, confirmed sales orders, pricing, stock allocation, approvals and invoicing — in one place, so you don't re-key information between separate tools.
Can I set customer-specific pricing?
Yes. Cobalt applies agreed price lists per customer and product automatically on every order line, so the right price is used without manual lookups.
Does it reserve stock when an order is placed?
Yes. Confirming a sales order reserves stock, so your team can see what's truly available to promise and avoid overselling.
Can orders require approval before fulfilment?
Yes. You can require approval on orders before stock is issued, and every change is recorded in the audit trail.
Does it create invoices automatically?
You can raise an invoice directly from an approved sales order, with VAT applied automatically — no re-typing the order into a separate invoicing tool.
Will it work with my accountant's software?
Cobalt produces VAT-ready invoices and clean CSV exports you can hand to your accountant or import into Xero, QuickBooks or Sage.
Related pages.
Run your sales orders in one place.
From quote to invoice, with live stock and approvals — without the spreadsheets. Sign up and take your first order this week.
Join waitlist