Purchasing
Connect approved jobs to vendor orders, receiving and material costs.
For window treatment retailers and dealers
Move from the client conversation to an accurate, trackable order.
Ledgez helps retailers and dealers configure custom treatments, prepare quotes up to 80% faster, send customer-ready PDFs and manage the approved project through purchasing, staged delivery, final billing and accounting.
Built from more than 15 years of daily operating experience in the window treatment industry.
At the consultation or in the showroom
Build the room while the product decisions are still clear.
Enter the finished dimensions, choose the treatment and apply the selected fabric, lining, trim, functionality and hardware options. Ledgez updates the price, yardage and wording as the selections change.
- Organize customers, projects, rooms and product items
- Use approved pricing rules instead of separate spreadsheets
- Create consistent proposals across salespeople
- Prepare the same quote in 10 to 15 minutes instead of an hour in many workflows
From selection to customer PDF
The configured item enters the quote already calculated and described.
After the salesperson selects the options, one action adds the complete item to the quote or sales order. The finished document can then be emailed to the client as a PDF.
1
Configure the product
Measurements and choices produce the correct price and description.
2
Add it to the room
The complete line item enters the quote without duplicate typing.
3
Send the proposal
Email a professional PDF directly from the customer record.
4
Convert after approval
Turn the approved quote into a sales order without rebuilding it.
Control after the sale
Keep the client informed even when the project finishes in stages.
A large custom project may include products from several vendors, a workroom and different installation dates. Ledgez keeps the status of each item visible.
Staged fulfillment
Deliver completed rooms while open items remain visible on the sales order.
Balances and accounting
Allocate deposits, invoice delivered work and maintain the financial record in the same system.
One client record
See what was quoted, ordered, delivered, invoiced and paid.
The customer conversation becomes easier when the office does not have to search through separate quoting, ordering and accounting systems.
- Customer, project and room organization
- Quote and sales-order history
- Deposits and payment allocation
- Open delivery and invoice status
- Purchasing and vendor activity connected to the job
Common questions
What this type of business usually asks.
Can salespeople use different pricing levels?
Company pricing, trade relationships, employee access and product rules can be configured around the way your business sells.
Can a quote be converted to an order?
Yes. Once approved, the quote can become a sales order without rebuilding the room and product information.
Can we deliver only part of a large project?
Yes. Completed items can be delivered and invoiced while other items remain open and visible.
Does Ledgez include accounting?
Yes. Receivables, payables, cash, bank, inventory, the general ledger and financial reporting are part of the same platform.
See the workflow in context
Bring a real room or project to the demonstration.
We can use a representative client workflow to show how measurements, product selections and pricing become a proposal and then continue into purchasing, delivery and accounting.