01 / Commercial control
Commercial workflows
Create quotations, maintain invoice workbooks, and keep commercial records auditable.
Quotation builder
Prefill the standard quotation template, review line items, submit for review, approve, send, and generate an output reference.
Plate B / InvoiceInvoice workbook
Generate the Excel invoice system and issue the next invoice using the project-local Python scripts.
Plate C / RecordsPast records intake
Register issued quotations, client invoices, supplier invoices, file references, duplicate checks, and tax export metadata.