Sales and customersSell smarter, close faster
Wizard Cloud ERP gives your sales team the tools to manage quotations, orders, invoices, discounts, and commissions, all in one system built for speed and accuracy.
Updated July 2026
| Customer | Value | Margin | Status |
|---|---|---|---|
| Al Mandaloun Group | $42,800 | 22.4% | Sent |
| Choucair Group | $18,200 | 19.1% | Discount approval |
| K-Lynn | $9,640 | 27.8% | Accepted |
| M. Nassif & Fils | $31,500 | 16.2% | Sent |
From quote to payment: all in one flow
Fast quote to invoice
Create, revise, and convert quotes into sales orders or invoices instantly.
Smarter order management
Split, merge, and track orders by delivery date, consignment, or client status.
- R. Khoury$96,400
- S. Haddad$74,900
- J. Aoun$52,100
- M. Tannous$29,800
Automate sales without losing the human touch
Wizard helps you speed up sales cycles, reduce manual steps, and personalize pricing, payment terms, and follow-ups, so your sales reps stay focused on closing.
Everything your sales team needs to perform
Built for sales-driven teams who want accuracy, automation, and total visibility.
Quotation management
Create, revise, and track quotations from a centralized dashboard.
Sales order management
Manage open, partial, and multi-invoice orders with status tracking.
Consignment order tracking
Handle consignment-based sales with visibility over unsold goods.
Credit limit management
Set, track, and restrict client credit limits based on payment history.
Sales commission tracking
Calculate and track commissions by rep, product, or order value.
Quote-to-invoice conversion
Convert quotes to one or more orders or invoices in a single click.
Purchase conversion
Convert sales orders to purchase requests or POs with delivery tracking.
Invoice aging & reminders
Track aging invoices and send automated follow-up emails to clients.
Discount automation
Assign discounts by client, product, or group, automatically applied.
Payment terms & conditions
Define flexible payment terms with due date and installment tracking.
Who runs Sales
The sectors where this one does the most work. Each has its own page.
Where does a sales team actually lose time?
Between the documents. Retyping a quotation into an order, phoning the warehouse to check stock, waiting for somebody to approve a discount, and rebuilding last month's figures for a commission argument. Almost none of it is selling, and all of it disappears when those functions share one database.
Ask a rep what they did on Tuesday and the honest answer usually includes an hour of chasing internal answers. The customer never sees that hour. They feel it in how long the quotation took to arrive.
When quoting, ordering, stock and accounting run on the same records, most of those steps stop existing rather than getting quicker. The quote already knows the customer's pricing. The order already knows what is available. The invoice already knows what was delivered.
What happens at each step from quotation to payment?
Each document carries the previous one forward and changes something else in the business. A quote becomes an order without retyping, the order commits stock, the invoice posts revenue and the receivable, and the payment clears it. One entry by the sales team, several consequences everywhere else.
Version history on quotations matters more than it first appears. Most price disputes are arguments about which version was agreed, and the answer normally sits in an email somebody has since deleted.
| Stage | What the sales team does | What happens elsewhere |
|---|---|---|
| Quotation | Builds it using the customer's own pricing | Nothing moves, but the quote sits on the customer record |
| Revision | Changes the quote and keeps the history | The earlier version stays visible for reference |
| Sales order | Converts the quote in one step | Stock is committed against the order |
| Delivery | Confirms what actually went out | Stock leaves inventory at cost |
| Invoice | Converts the order, in full or in part | Revenue and the receivable post to the ledger |
| Payment | Records the receipt | The customer balance and the cash position update |
How do you stop selling to a customer who has not paid?
Credit limits sit on the customer record and are checked when the order is raised, not after the goods have left the building. Anyone taking an order can see that the account is over its limit or carrying overdue invoices, so releasing it becomes a deliberate decision rather than an accident.
This failure is common and rarely dishonest. A rep standing in front of a customer has no way of knowing that accounts have been chasing an invoice for six weeks, so the order goes in, the goods go out, and the exposure grows on a customer who was already a problem.
Invoice ageing sits behind the limit. Overdue invoices are listed by customer and by age, and follow up emails can go out automatically instead of depending on somebody in finance having a free Thursday.
Collections is the part of sales nobody wants to own. Putting the position in front of the person taking the order moves the conversation earlier, which is the only point at which it is still an easy one.
What happens when you sell something you do not have?
The order records what was promised, and the shortfall can be converted into a purchase request or a purchase order linked to it. Delivery is tracked against that purchase, so the date you give the customer comes from the supplier's commitment instead of from optimism.
Back to back selling is normal in distribution, and it usually runs on a whiteboard or inside the head of one experienced person. The method is not the risk. What happens when that person is on leave for two weeks is the risk.
Linking the purchase to the sales order keeps the two connected for whoever picks it up. You can see what is on order and who it is for, and when the customer asks where their goods are, the answer does not start with a call to a supplier.
How do partial deliveries and payment terms work?
An order stays open while it is filled in pieces. Part of it can be delivered and invoiced while the rest remains outstanding, and the order shows what is still owed to the customer. Payment terms and instalment schedules sit on the invoice, so due dates come from the agreement.
Any business selling large orders knows the awkward middle. Half the order ships, the customer wants an invoice for what arrived, and from that point the paperwork stops matching what was agreed unless the system can hold both facts at once.
Terms are better set on the customer record than typed onto each invoice. When they live in one place, every invoice carries the right due date by default, and the ageing report stops being a list of dates somebody guessed at.
How are commissions calculated without an argument?
From the same records the invoices came from. Commission can be tracked by rep, by product or by order value and calculated from what was actually sold. The honest caveat is that the system will calculate whatever plan you give it. It cannot fix a plan people think is unfair.
Most commission disputes are not arithmetic. They are about whether a house account counts, what happens when two reps touched the same deal, and whether commission is earned when the invoice is issued or when the money arrives. Decide those first, because the setup will ask you.
Once the rules exist, the calculation runs on data nobody has to maintain separately, which removes the monthly reconciliation between a sales spreadsheet and the accounts. Reps can watch their own numbers build through the month rather than finding out where they landed after it closes.
Connected to the rest of the system
The Sales Module connects with key business functions to help you sell faster and serve customers better.
CRM
Every lead, quote and conversation on one customer record, with their balance right there.
Inventory
One stock position across every warehouse and branch, updated as goods actually move.
Accounting
Post entries automatically, reconcile the bank, and close the month without rebuilding it in Excel.
Mobile Sales App
Reps get live stock, pricing and customer balances on the phone, and can sell from the van.
Trusted by businesses across Lebanon and the Gulf
Businesses already running on Wizard
Wizard Cloud ERP completely streamlined our operations, online and in-store. From inventory syncing to order fulfillment, everything now runs smoother, faster, and with fewer errors.
AghasarkissianRetail, online and in-storeManaging multiple restaurants under one group was a challenge, until Wizard Cloud ERP stepped in. We now have better visibility, centralized control, and smoother day-to-day operations across every concept.
Al Mandaloun GroupHospitality, multi-outletWizard Cloud ERP brought structure and clarity to our luxury business. From sales tracking to customer experience, we now operate with precision while maintaining our premium standards.
Choucair GroupLuxury retailWizard Cloud ERP gave us full control over our multi-branch retail operations. We can manage inventory, sales, and customer data seamlessly, all from one platform.
K-LynnMulti-branch retailAs exclusive brand distributors, we needed visibility and flexibility. Wizard Cloud ERP helps us track every shipment, order, and partner account with confidence.
M. Nassif & FilsExclusive brand distributionHandling installations, service, and logistics at scale used to be complicated. With Wizard Cloud ERP, we now track every detail across departments; streamlined, connected, and always up to date.
OTISInstallation and field service
Questions we get asked
If yours is not here, ask on the demo call. We would rather tell you it is not a fit than sell you the wrong thing.
Ask us directlySee it running on your own numbers
Bring one messy process, the one that eats your week, and we will show you what it looks like inside Wizard. If it is not a fit, we will say so.
- Thirty minutes, and you can bring your finance person
- We look at the tools you run today before we show you anything
- Nothing to sign and no card needed
- 1You tell us what is breakingA short form: your sector, rough size, and the process that hurts most.
- 2We come back within one working dayWith whether we are a fit, and which modules would actually apply.
- 3A demo built around your caseNot a generic tour. Your workflow, your kind of data.