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Sales Order Request
Initiate the purchase process based on a finalized quote or customer intent.
Module:Sales
Entity:Sales Order Request
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Quote/Proposal Request
Allow prospects to formally request pricing or proposals for services/products.
Module:Sales
Entity:Quote Request
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Work Order / Service Request
Initiate internal tasks or service requests for facilities, maintenance, or production work.
Module:Operations
Entity:Work Order
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Invoice
Issue billing documents to customers for goods or services provided.
Module:Finance & Accounting
Entity:Invoice
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