Convert the quote and the job gets a cost centre. Every purchase order, works order, delivery and invoice hangs off it — and the margin moves as the real costs land.
The sales order isn't a document you file. It's where the job lives while it's being made.
Estimated, planned and actual side by side. The margin updates as costs are booked in real time.
Quote, purchase orders, works orders, delivery notes and invoices automatically created and attached.
Ordered, complete and delivered on every line, so part-finished jobs aren't guesswork.
Easily view the WIP, outstanding, delivered with the customer's credit limit checked before you commit.
Most firms find out what a job made once the invoices are in. These three numbers are live.
You quoted 34.7%. The plan came in at 38.4%. What's actually been booked says 31.2% — and you know that now, not at month end.
Deliver and invoice in stages against the same order. Long jobs stop tying up cash until the final sign-off.
The customer's limit and what they're already carrying sit on the order itself. No separate check, no surprise at invoice.
Estimated comes from the quote. Planned is what's actually been scheduled and ordered. Actual is what's been booked against it so far. They sit on top of each other, so the drift is impossible to miss.
The order carries its own paperwork. Each badge shows how many exist and how many are complete, so a glance tells you what's outstanding without opening anything.
Each line tracks its own three numbers, so a part-shipped order isn't a conversation. Project work is tracked as a percentage instead of a part count, which is what makes staged delivery and invoicing possible.
Net, VAT and total sit alongside work in progress, outstanding value and what's already been delivered. The customer's credit limit and current exposure are on the same screen.
Nobody updates the sales order. The shop floor books time, purchasing receives a delivery, stock is issued — and the job's figures move on their own.
Operators clock on and off against the works order. Labour cost and production time post straight to the job.
A purchase order line linked to the order carries its cost across when it lands.
Items taken from stock for the job are costed against it at the value they were held at.
No long-term contract. Cancel at a month’s notice.
Unlimited phone and screen-sharing support from a person.
New features and system upgrades at no extra cost.
The sales order is the second step and the one the rest of the chain reports back to.
Every stage inherits from the last. Nothing is re-keyed between them.
Yes. Converting a quote carries the costing across, but an order can be created directly where the work was agreed another way.
Yes. Delivery notes offer only the quantity actually available, and the invoice covers the delivered portion. Project work is tracked as a percentage, so a phase can be billed at 50% complete.
Yes. Time booked on works orders, purchase order receipts and stock issued against the job all post back to the order's costing without anyone re-entering them.
Nothing. The estimated row stays as quoted — that's what makes the comparison worth having, on this job and the next one like it.
Yes. Share a project reference and the sales order dashboard, purchase order dashboard and schedule can all be filtered to show everything connected to it.
Three minutes, no sales call. Or ring us on 0115 647 2022 and ask anything.
No card required · UK-based support included
Track and manage customer orders from quote to invoice, ensuring on-time production, delivery and accurate billing with Statii’s Sales Orders module.
Track actual vs. estimated costs to maintain profitability in real-time.
Convert quotes to sales orders to automatically raise all required purchasing and production documents to be stores in one place.
Highly transparent, anyone in the business can understand or take control of a job or enquiry.
I can confidently say it has been a game-changer for us. It has allowed us to effectively track our day-to-day operations and achieve full traceability for our orders, which was instrumental in helping us secure ISO 9001 certification earlier this year.
Everything we did on spreadsheets now linked in one screen. Easy to use linked process with visible information at all times, Statii has made a positive impact on all area's of the business.
This software has made our company more profitable, more efficient, easier to run and organise, we can track and understand what our operative are doing, our accounts has had a custom file made by Statii to work with sage. Every step of the way has been a fantastic experience.
We've found the Statii system to very adaptable to our requirements & it has massively improved our business controls from the multiple excel spreadsheets & manual methods that we used previously. I would definitely recommend Statii to any business that is looking to implement an MRP system.
Simple software that allows us to manage all orders, stock, suppliers and orders in one place. It easily manages shop floor jobs, goods in and pulls everything together.
The biggest thing for me is the time that Statii now saves us, which means we can give enough time to focus on real issues that will allow us to grow our business to a level we have aspired towards for far too long, but literally never had the time. Having Statii means also I can see from any PC whats going on in the business, at anytime, again something not possible before.
Statii is very easy to use... We export the sales and purchasing information into Sage and this a is seamless task.
I found it easy to use, eliminating repetitive entries which was very time consuming using our old spreadsheets etc; Everything is linked and to hand like having a folder in a filing cabinet and all the documents slotted in ready to view.
A very easy to use but powerful tool. Superb for our needs as an Engineering Company with both Fabrication & Machining. Excellent training & support with any queries resolved quickly.
The software easy to use, learn and navigate as well as keep track of projects from start to finish from initial enquiry to delivery and installation.
