Using the Quote-to-Cash Pipeline
Track a proposal from acceptance through stock reservation, delivery, and auto-invoice generation.
Quote-to-Cash Pipeline
The Quote-to-Cash (Q2C) pipeline connects sales proposals to inventory fulfillment and billing — so nothing gets lost between winning a deal and getting paid.
How it works
Proposal accepted > Fulfillment opened > Lines sourced > Delivered > Invoice generated
Step 1: Initiate fulfillment
- Go to CRM > Quote-to-Cash.
- Find the accepted proposal or click Initiate Fulfillment on the proposal page.
- Plenix reads the proposal line items and creates one fulfillment line per item, classified as:
- Stock — item in inventory with sufficient quantity
- Order — item needs to be purchased from a supplier
- Service — labour or service item, no physical fulfillment needed
Step 2: Reserve stock
For Stock lines: click Reserve to deduct the quantity from inventory immediately. This prevents overselling to another customer.
For Order lines: create a Purchase Order in Purchasing, then click Link PO on the fulfillment line. The line status changes to Ordered.
Step 3: Mark lines ready
As items arrive or are prepared, click Mark Ready on each line. Once all lines are Ready, the fulfillment status becomes Ready to deliver.
Step 4: Mark delivered
Click Mark Delivered when goods or services are delivered to the customer. All lines move to Delivered status.
Step 5: Generate invoice
Click Generate Invoice on the delivered fulfillment. Plenix creates a draft invoice in Accounting with all line items, quantities, and prices pre-filled from the proposal. Review and send.
Status meanings
| Status | Meaning |
|---|---|
| Sourcing | Lines being reserved or ordered |
| Ready | All prepared, awaiting delivery |
| Delivered | All delivered, awaiting invoice |
| Invoiced | Invoice generated |
Suggestions
- Service-only proposals: Skip to Mark Delivered immediately — no stock steps needed.
- Partial delivery: Mark individual lines as Ready and generate a partial invoice without waiting for all lines.
- Visibility: Filter the Q2C dashboard by status to see exactly which fulfillments need action today.
Where to go next
- Understand the whole module → How CRM & Sales Works
- Next in this module → How to Use the Pipeline Hub
- How to Run the Quote-to-Cash Pipeline
- How to Manage Campaigns in the Campaigns Hub
- See where this fits in the bigger picture → How a Lead Becomes Cash
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