Sales & Purchases
The commercial edges of the operation. Quotations, sales orders, invoices, and customer receipts on one side; requisitions, RFQs, purchase orders, goods receipts, and supplier bills on the other.
Every workflow.
Connected.
Datum brings sales, purchasing, inventory, projects, manufacturing, accounting, and cash flow together in one unified platform. Follow an order into material demand, delivery, and settlement with the related records close at hand.
Inventory & Builds
Manage stock across warehouses, versioned BOMs, build orders, and project material requirements. Track commitments and cost layers, see what needs purchasing or building, and follow progress against the cost plan.
Accounting & Cash Flows
The financial record and what it says about the months ahead. A double-entry ledger with multi-currency and settlement. View your payable and receivable commitments that shape your cash position.
Sales
Quotations, sales orders,
through to receipts.
Quotation, order, allocation, dispatch, invoice, receipt. Every step keeps the agreement that created it, so the commercial promise and the money that settles it are never two separate stories.
Keep advances, credit notes, and payment revisions linked to the sale so your team can explain the outstanding balance.
QUOTATIONPrepare and revise the offerVersions, payment milestones, and validity
ORDERConfirm the commitmentLink customer demand to stock or a project
DISPATCHManage deliveryPicking, packing, and the delivery note
INVOICEBill the customerKeep charges and credit notes with the sale
RECEIPTRecord customer paymentsAllocate receipts to invoices and milestones
Purchasing
Requisitions, purchase orders
through to payments.
Route requisitions through review and approval, request supplier quotations where needed, and carry approved requirements into purchase orders. Keep the request and the supplier commitment connected as the order is issued and revised.
Follow delivery schedules, goods receipts, service acceptance, and supplier bills against the order. Review matching differences and landed costs, with payment milestones showing when supplier payments are expected.
How purchasing, inventory and project costing work togetherREQUISITIONSReview and approve purchase requestsApproval limits, financial review, and RFQs where required
RFQCompare and award supplier quotationsBring awarded prices back into the requisition
PURCHASE ORDERSApprove, issue, and revise ordersDelivery schedules, payment terms, and controlled re-issue
RECEIPTSAccept goods and servicesRecord delivered quantities or completed services
MATCHINGThree-way matchCompare the purchase order, receipt, and supplier bill
VARIANCESReview price differencesCompare ordered and billed amounts
MILESTONESSchedule supplier paymentsOn issuance, delivery, service completion, or a fixed date
Inventory
Stock, locations,
and cost layers.
Distinguish stock on hand, stock reserved for work, and stock still available at each location. Follow quantities and costs as materials move through the operation.
Manage transfers, issues, and dispatches with the document, lot, or serial information needed to trace each movement.
LOCATIONSWarehouses and storage locationsWith controlled transfers between them
RESERVATIONSWhat is committedAnd to which document it is committed
DISPATCHPack, inspect, and shipA dispatch queue of its own
ISSUANCEMaterial issued to workInto projects and build orders
TRACEABILITYLot and serialReceipt through movement to dispatch
COST LAYERSFIFO and weighted averageCarrying landed value with the movement
Projects and manufacturing
Material baselines
and build orders.
Plan what a job needs, check material availability, and turn requirements into purchasing and build orders. Keep an agreed baseline for materials, assemblies, services, and charges.
Track scope revisions and compare commitments, actual costs, and forecasts against that baseline to understand where the job is changing.
- Versioned material plans from bills of materials, manual entry, or both
- Buildable quantities and shortage checks against live availability
- Build orders, component issues, returns, and completed output
- Commitments, actual cost, and forecast measured against the published baseline
Accounting
The ledger, balances,
and records behind them.
Datum Accounting brings journals, outstanding balances, banking, and multi-currency records into a controlled financial workflow. Review the entries and supporting activity behind a result.
For teams keeping QuickBooks Online or Xero, supported connections provide an alternative accounting path.
Explore Accounting →LEDGERDouble-entry general ledgerChart of accounts and opening balances
JOURNALSManual entry, controlled postingCorrections are new records, not edits
CURRENCYMulti-currency accountingTransaction currencies, exchange rates, and revaluation
BANKINGAccounts, transfers, depositsThe cash movement behind the balance
Cash flow
Cash from commitments,
not just from invoices & bills.
Cash commitments begin before an invoice or bill is raised. Datum forecasts from the underlying commitments—payment milestones agreed on a sales order and payable milestones on a purchase order—so the position ahead includes work that has been agreed but not yet billed.
Order commitments
See expected customer and supplier payments from agreed order milestones before invoicing.
Receivables and payables
Bring outstanding invoices and bills into view alongside future commitments.
Months ahead
Compare expected inflows and outflows to spot periods that may need attention.
Overdue and upcoming
Focus collection and payment planning on what is late and what falls due next.
One workspace across every module.
Explore the daily experience your team uses across these modules, from finding a record to reviewing related work.
- Command Center search
- Records side by side
- Dot-assisted data imports
The AI that works inside your records.
Use Dot to investigate a question across the records involved and prepare a response your team can review.
- Grounded answers from live records
- Draft documents with your approval
- Analyses and comparisons
Specialist work, without the rebuild.
Most needs are met by your edition's modules and settings. Where they are not, we develop company-specific modules — and recurring patterns become new editions rather than one-off code.
- Configuration before development
- Company-specific modules when needed
- Recurring patterns become product
Common questions.
What modules does Datum include?
Sales, purchasing, inventory, projects and manufacturing, accounting, and cash flow and reporting.
Are modules bought separately?
No. Every Datum edition includes its standard modules. You choose the edition, not a list of modules.
Does Datum handle purchase orders and goods receipts?
Yes. Purchasing covers the order, the receipt and the supplier invoice, and checks the three against each other before anything is paid.
Does Datum handle bills of materials and production?
Yes. A bill of materials sets out the plan; build orders and material issues record what was actually built and what it cost.