Ware invoice template

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Step 5: You start the fulfillment process, getting the wheels moving on packaging, shipping, or otherwise prepping your deliverables. Step 4: You review the purchase order, verify internally that you can deliver on it, and send over a sales order confirming the details from the purchase order. Step 3: The customer reviews the quote and sends a purchase order specifying quantities, discounts, and any other relevant ordering details. Step 2: You send a quote that projects prices, quantities, timelines, and potential discounts. Step 1: A customer interested in your products or services makes an inquiry or files a request for a quote (RFQ). Between quotes, purchase orders, and invoices, it's a lot to digest, so here's what a basic sales process with an SO looks like at a high level:

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