Commercial Overview
The Commercial module
Section titled “The Commercial module”CoCoCo’s Commercial module covers the full commercial lifecycle of print production — from estimating and quoting through to ordering, invoicing, and purchasing.
| Area | Description |
|---|---|
| Customers & Suppliers | Contact database for all business relationships |
| Estimates | Quotations sent to customers for approval |
| Orders | Confirmed production requests |
| Invoices | Billing documents including credit notes and proformas |
| Purchase Orders | Orders placed with suppliers |
Order lifecycle
Section titled “Order lifecycle”Draft → Confirmed → In Production → Partially Shipped → Shipped → Delivered → Completed
Orders can also be Cancelled at any point before delivery.
Estimate lifecycle
Section titled “Estimate lifecycle”Draft → Sent → Accepted (or Rejected, Expired, or Revised)
Once accepted, an Estimate converts directly to an Order.
Shipment lifecycle
Section titled “Shipment lifecycle”Each shipment against an Order is tracked on its own:
Draft → Ready for Pickup → Picked Up → In Transit → Out for Delivery → Delivered
A shipment can also end in Failed Delivery, Returned, or Cancelled. This is what drives an Order’s Partially Shipped and Shipped states above.
Integration with Production
Section titled “Integration with Production”When an Order is confirmed, it creates a Job on the production floor. Track progress via Data → Production → Jobs.
Quick links
Section titled “Quick links”- How to Manage Customers and Suppliers
- How to Create an Estimate
- How to Create an Order
- How to Create an Invoice
- How to Manage Purchase Orders