Quote to invoice in one flow, with EU-compliant paperwork.

Quotes → orders → shipments in one flow

A quote that gets accepted becomes a sales order automatically — no re-keying line items into a second document. The sales order ships — in one shipment or several — and each shipment posts stock movements against real lots. Nothing gets re-typed between stages, and per-customer pricing tiers apply automatically from the customer record.

Recurring orders don't have to be rebuilt from scratch either: set up a recurring template once and it generates new orders on schedule, ready to review and send.

Available-to-promise at quote time

Quoting checks available-to-promise against on-hand and what's already committed to other orders, so you're not promising stock that's spoken for — the same discipline that protects your team from overselling a limited batch to two customers at once. It's the same commitment logic the shipment stage relies on later, so a quote's promise and the actual ship date don't quietly drift apart.

EU VAT engine with VIES validation

OakNex works out VAT treatment per document — domestic, intra-EU goods, export, or OSS for cross-border B2C — and validates customer VAT numbers against VIES. Per-line tax category overrides are available when a specific product needs one, so a mixed order doesn't force every line onto the same treatment.

Getting this wrong on a manual spreadsheet is a compliance risk; getting it wrong on an issued invoice means a correction and a credit note. The VAT engine applies the rules per document so the outcome does not depend on whoever maintains a manual rate table.

EN 16931 e-invoices + legal PDFs

Every invoice gets a sequential number and generates as EN 16931-compliant UBL 2.1 XML — validated against the official EU rules — alongside a legal PDF, for markets where e-invoicing is mandatory or simply expected. One invoice per posted shipment keeps the paper trail matched to what actually left the building.

The XML is not a best-effort export: it is checked against the EN 16931 validation rules, so what you send is what a customer's accounts-payable system, or a national e-invoicing platform, expects to receive.

Credit notes, payments & receivables aging

Numbered credit notes handle returns and corrections, properly linked back to the original invoice — whether it's a full reversal or a correction tied to a customer return. Payments settle against invoices, and a receivables aging view shows what's actually overdue instead of a gut feeling about who owes what.

Bottle deposits (DRS)

In a market with a deposit-return scheme, OakNex applies the deposit and its VAT treatment per document and refunds it correctly on a return or credit note — a detail most general-purpose invoicing tools do not model. It sits alongside the same purchasing and receiving flow that fills your shelves in the first place.

Deposits, VAT and e-invoicing are the kind of paperwork that consumes a small manufacturing team's time. OakNex clears that paperwork as a sales order moves through its stages, rather than requiring someone to reassemble it by hand at month end.