Typical deal path

Follow a sourcing or service deal from company to closed project.

This is the default path in Exreach. Learn this sequence first. Then open the articles for each step.

The path

  1. Add a company and contact.
  2. Optional: track an opportunity until you are ready to price.
  3. Create a quotation (sourcing or service).
  4. Turn the quotation into an invoice when the customer accepts.
  5. Mark the invoice paid. Exreach then lets you run the project.
  6. For sourcing, ship the goods.
  7. Record money in Books (customer payment and supplier or freight costs).
  8. Set the project to delivered, then close the project.
  9. Read profit on Accounting.

Dashboard overview

Sourcing vs service

Every quotation, invoice, and project is one deal kind:

  • Sourcing: product lines, factory cost, shipping, packing list.
  • Service: one service billing line (inspection, loading, guide, and similar).

Do not mix product lines and service billing on the same document.

One child per step

  • One quotation can create one invoice.
  • One invoice can create one project.

If the child already exists, the button says Open instead of Create.

Reminders

Exreach reminds you when the next step is missing:

  • Quotation status is accepted and there is no invoice yet.
  • Invoice status is paid and there is no project yet.
  • Project status is delivered and the project is not closed yet.

Reminders appear as a toast, an Action item on the dashboard, and a banner on the record. Status changes still save. Exreach does not auto-convert.

Where work starts in the app

Use the + button in the top bar for a new quotation, invoice, company, contact, or Books row. See Quick create.