Sales Order Approval Analyzer
This module helps managers approve Sales Orders based on real-time insights.
Analyze customer order history, payment behavior, and item-wise profitability to ensure smarter and safer order processing.
📌 Module
Sales Order Approval Dashboard
Before approving any Sales Order, this dashboard provides a customer-wise and item-wise snapshot—displaying open/void/closed order counts, outstanding receivables, and profit analysis on ordered items.
“Approve Sales Orders with confidence using real-time customer and profit insights.”✅ Features
- View open, void, and closed Sales Orders per customer
- Check customer-wise receivables status
- Analyze item-wise profit margins on quoted items
- Centralized dashboard for all pre-approval checks
- Seamless integration with Zoho Books & CRM
- Ensures approval only after financial and margin validations
📝 Sales Order Approval - Ideal For These Businesses!
- Wholesale
- Traders
- Distribution
🎯 Why We Built This
To prevent unprofitable or high-risk sales approvals by giving decision-makers full visibility into customer payment history, order trends, and profit analysis before approving any Sales Order.
💡 Benefits
- Smarter Decision-Making: Approve orders based on data, not assumptions
- Risk Mitigation: Avoid approving orders from high-outstanding or unreliable customers
- Profit Focus: Quickly identify low or negative margin items before processing
- Efficiency: All analysis in one place—no switching between modules
- Control: Enforces financial discipline before sales commitments
📊 Approval Intelligence Flow
Illustrates the approval workflow factoring in customer history and item profitability before decision-making.