Sales

From the enquiry
to the invoice.

Others stop at the quote. HEINI doesn’t.

HEINI builds quotes on configured products — knowing the bill of material and lead time, not just the price — and runs the case all the way to the shipping label.

Quote → order → shippingReal price, not “from”Shipping label included
How a sale runs
01

Clarify the need

The customer says what they need. HEINI builds the matching configuration and names the real price — not “from €12,000”.

02

Build & send the quote

HEINI creates the PDF, sends it by mail or marketplace and reminds before the deadline.

03

Order & shipping

A yes becomes an order, all line items carry over. HEINI builds delivery note and shipping label.

In der Tiefe

The sale in depth.

Enquiries & needs dialogue

HEINI keeps every enquiry as a case — and can ask several suppliers at once and collect the replies.

Quotes

Create, edit, send, accept, convert to order — without retyping. HEINI reminds before expiry.

Orders

Overview, detail with status, line items, lead time and payment status. Cancel cleanly, with a reason and automatic notice to the customer.

Shipping

Delivery note for the order, shipping label with the common carriers in one click, label as PDF to print.

Supplier orders

If a part is missing from stock, HEINI suggests the order. Overview: what is ordered, what arrives when.

Export invoices

For third-country shipments HEINI adds the third-country identifiers and EU entries automatically. Overview with status.

Vertrauen

One case, one truth.

Sales reaches into master data, warehouse, accounting and the log. One price change takes effect in shop, configurator, quote and booking. Before a third-country case, HEINI checks the VAT ID — in the background, before the quote goes out.

VAT-ID check firstOne master-data truthIn the log
FAQ
What sets this apart from a sales tool?

Sales platforms stop at the quote. HEINI builds quotes on configured products, knows the bill of material and lead time and goes all the way to the invoice and shipping label.

Does HEINI show real prices in the shop?

Yes. Instead of “from €12,000” HEINI builds the chosen configuration and names the real value for exactly that variant.

Does HEINI check the customer before the deal?

For third-country cases HEINI checks the VAT ID directly with the responsible authority — before the quote goes out.

See a sale from start to finish.

30 minutes on a real case — from need to invoice.