ISH COMMERCIAL OS / USER JOURNEY

Know the next step.
Finish with confidence.

A practical map for Ronald and the team. Follow the person doing the work, the decisions they make and the evidence that each step succeeded.

See how the system supports the journey →Open the manager learning route →

THE TASK

Quote to invoice

Turn an agreed job into a checked commercial document.

Quote to invoice — select a step to read its action and checks01
Start with the facts
02
Prepare the quote
03
Agree the commercial basis
04
Edit the actual invoice
05
Review before issue
06
Issue and follow through

Select a step for its actions and checks. On a small screen, swipe the overview sideways.

  1. 01

    Start with the facts

    Sign in. Confirm the customer, project, actual job province and agreed work.

    WHAT CONFIRMS PROGRESS

    The right workspace and job are in view.

    Learn this task · Lesson 1 →
  2. 02

    Prepare the quote

    Choose Quote a Job. Give Lerato the scope, quantities and supporting references. Review the proposed action before approving it.

    WHAT CONFIRMS PROGRESS

    A saved quotation draft with the work, unit and price basis.

    Learn this task · Lesson 2 →
  3. 03

    Agree the commercial basis

    Review the quotation and record acceptance through the agreed company process.

    WHAT CONFIRMS PROGRESS

    The accepted quote provides the invoice starting point.

    Learn this task · Lesson 2 →
  4. 04

    Edit the actual invoice

    Create the invoice from the agreed quote. Work on the page, line items and layout. Check the save confirmation.

    WHAT CONFIRMS PROGRESS

    The saved invoice keeps the customer, project and source quote together.

    Learn this task · Lesson 3 →
  5. 05

    Review before issue

    Open the PDF. Check scope, quantities, tax, totals, company details and banking information.

    WHAT CONFIRMS PROGRESS

    The document you reviewed is the document intended for issue.

    Learn this task · Lesson 7 →
  6. 06

    Issue and follow through

    Use the authorised delivery action. Confirm the result and follow the invoice through the appropriate payment stages.

    WHAT CONFIRMS PROGRESS

    Issued content stays protected. A delivery failure has its own recovery path.

    Learn this task · Lesson 8 →

THE INTENDED RESULT

An invoice tied to the agreed work, with a reviewed total and protected issued content.

The user reviews and approves commercial decisions. Assistance helps prepare the work; it does not replace the agreed scope or supporting evidence.

REVIEW THE EXPERIENCE

Can the team
complete the task?

Use demonstration records for practice. Check that the next action is obvious, save results are visible and a failed step explains how to continue. Record feedback beside the relevant lesson.

Province selection supports the actual job location. It does not, by itself, establish approved prices or delivery coverage in every province. Activation and delivery channels require their own completed checks.

Practise in the Academy →