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Orders, quotes, and invoicing

Selling directly, quoting a customer, and billing your dealers.

Selling directly to a customer

If a unit is still unassigned (status Created), its detail page has a "Sell directly to a customer" action — registers the sale, activates its warranty, and (if a price is known) creates a customer invoice, all in one step.

Quotes

Quotes page — quote a product (not yet a specific serial number) to a customer, mark it Sent, then Accepted once they confirm out of band (email/phone). Converting an accepted quote lets you pick the actual unit to allocate and completes the sale.

Orders

An Order groups several sales under one reference — useful for a multi-piece sale like a full dining set. Create one from the Orders page, or attach a sale to an existing order at the point of sale.

Billing your dealers

Invoices page — bill a dealer for stock you've sent them, with line items pulled from what's actually assigned to them. If you've turned on consignment billing for a dealer (on their detail page), an invoice is created automatically the moment they resell a unit, at their wholesale price — nothing to do manually.

Customer-facing invoices (what an end customer receives) are a separate list — Customer Invoices — distinct from what you bill your own dealers.