Trading

The trading engine at the heart of the business.

Order Processing handles every trading document — quotations, orders, proformas, deliveries, invoices, credit notes and works orders — across both sales and purchase. Each one posts automatically to the trade ledgers, the stock ledger and the nominal ledger, so nothing is re-keyed and nothing is left behind.

  • Every trading document in one flow
  • Posts automatically to stock and the ledgers
  • Quick Order for keyboard-fast entry
DataFlow Order Processing: sales and purchase documents from quotation to invoice.

Trusted by UK trading and accounting businesses

Bannerman Company Ltd
The problem

When the paperwork outruns the ledger.

If each document is entered once for the order and again for stock and the accounts, the numbers are always chasing the trade.

The same order, keyed three times

An order becomes a delivery becomes an invoice, and each step is re-typed into stock and the ledgers — slow, and every re-key is a chance to get it wrong.

Sales and purchase kept apart

Quotes and sales orders live in one place, supplier orders and works orders in another, so nobody has a single view of what is committed to buy and sell.

Fast counters, slow entry

Trade-counter and repeat orders need to be taken at speed, but a mouse-driven screen turns every line into a wait while the customer stands there.

No idea what is still outstanding

When a customer asks where their order is, finding whether it is picked, part-delivered or waiting to be invoiced means opening documents one at a time.

Overview

One flow, from quote to invoice.

Every trading document, sales and purchase, in a single connected process.

Every trading document scene

Every trading document in one connected flow

Quotations, orders, proformas, deliveries, invoices and credit notes. Works orders sit alongside the buy and sell documents.

  • One flow from quote to invoice
  • Full document set, sales and purchase
In their words
Order processing, stock and accounts sit on one system, so the whole team works from the same picture.
Matcon Manufacturing & engineering
Frequently asked

Order Processing questions.

Which trading documents does it handle?

All of them — quotations, orders, proformas, scheduled invoices, deliveries, invoices, credit notes and works orders — across both the sales and the purchase side of the trade.

How are sales and purchase organised?

Order Processing is split into a sales half and a purchase half, so each side of the trade has its own natural workflow while sharing the same documents and posting behaviour.

Does it update stock and the accounts automatically?

Yes. Every document posts automatically to the trade ledgers, the stock ledger and the nominal ledger, so the stock position and the accounts move as the trade happens rather than after a re-key.

What is Quick Order?

Quick Order is keyboard-driven fast entry for high-volume order-taking, such as the trade counter and repeat business. Orders keyed through it post through exactly like any other order.

See it on your trade

Put the trading engine to work.

  • 30-minute walkthrough
  • Your documents
  • No obligation
Working with DataFlow

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