From purchasing to billing for the work.
Connect inventory, purchasing, projects, project customers, quotations and invoices.
Discuss your needs first. The 7-day trial starts once setup is ready.
Sales & Operations
What you get
- Inventory, warehouses, transfers and stocktakes
- Purchase requests, approvals, purchase orders and receiving
- Projects, planning, progress and job cost records
- Project customers and quotations
- Invoices and job payment records
Who it is for
For contractors, service businesses and operations teams managing jobs and materials.
Purchases are recorded separately, material issues have no clear job reference, and customer documents live elsewhere. Sales & Operations helps connect items, work and billing.
Start with the module that addresses your most pressing task. Add other modules as your needs and agreement develop.
How it works
A workflow for the team's everyday work.
- 01
Plan the job
Prepare the project, material requirements, customer and quotation so the team shares the same references.
- 02
Purchase, receive and use materials
Follow purchasing approvals, record receiving, then link issued materials to the job that uses them.
- 03
Update progress and billing
Record job progress, review the available cost records and create invoices based on the customer agreement.
Inside Sales & Operations
A clear job for every part.
See what each submodule does and picture it in your business. The examples below illustrate how it can be used.
Quotations & invoices
Prepare job quotations, billing documents, payment stages and payment records based on the customer agreement.
Read the feature guideUse example
A renovation job is billed in two stages. The admin keeps each stage's document and records received payments.
Inventory & warehouses
Manage item lists, warehouse locations, movements, transfers, stocktakes and batches or serial numbers where used.
Read the feature guideUse example
Materials move from the main warehouse to a work location. The admin records the transfer so each location's balance can be checked.
Purchasing & suppliers
Create purchase orders, follow configured approvals and record receiving or returns. Supplier data and price history help trace purchases.
Use example
A purchase order contains 50 units, but only 30 arrive. The team records the actual receipt and tracks the outstanding quantity.
Project customers
Keep customer details used on jobs, quotations and invoices so documents do not rely on scattered contacts.
Use example
A client has several active jobs. The admin uses the same customer record for each project's documents.
Projects, progress & costs
Review projects, work progress and recorded costs. Project result summaries depend on the available data and selected related modules.
Read the feature guideUse example
Two projects run at the same time. The owner reviews progress and the materials and costs recorded against each job.
Reports, photos & client portal
Keep job reports and photos. The client portal provides customer access based on configured project settings and permissions.
Use example
The team adds today's work photos. The admin prepares the appropriate information and access before the client reviews project updates.
WORKFLOW ILLUSTRATION
Sample dataOne purchase, three things to review
- Purchase orderMaterials for the project
- 20 units
- Receiving recordedItems checked at the warehouse
- 15 units
- Still to follow upConfirm delivery with the supplier
- 5 units
Receiving and cost records follow the transactions that actually take place.
Before you choose
Make sure it fits your needs.
- Retail orders, marketplace integration and Pack Guard belong to separate modules.
- People/HR and Finance are selected separately for payroll or company financial monitoring. Connections between modules are set up to match your needs.
- Specialist requirements such as BIM, production planning or industry-specific systems need a separate review.
Questions about Sales & Operations
How does it differ from Retail?
Sales & Operations centres on jobs, materials, purchasing and project customer documents. Retail centres on product sales orders, catalogues, customers and a configured Shopee shop connection.
Do I need to be a construction business?
No. This module can suit businesses managing jobs, materials, purchasing and billing. Vasco will review your actual workflow before agreeing the right configuration.
How do I get started and what does it cost?
Tell us about your business on WhatsApp. If helpful, the team can arrange a demo. Modules, price and setup scope are agreed first, then a 7-day trial is activated once setup is ready. There are no automatic charges.
Sales & Operations
Match the workflow to your business.
Tell us which tasks you want to organise. We'll discuss modules, pricing and setup needs before you decide.