Sales workflow
The recommended end-to-end sales sequence in Stoneware.
Environment-aware guidance
Exact buttons and available actions can vary with company plan, role permissions and enabled capabilities. Stoneware workflow rules and server-side checks remain authoritative.
Sequence
Account → Contact → Opportunity → Quote → Sent → Accepted → Reservation → Allocation → Fulfilment → Invoice → Payment.
Why this matters
Each stage carries customer and physical-stock context forward. Avoid recreating the same customer, quote or stock commitment in parallel records.
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