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Small businesses

A quote for twenty units gets complicated when twelve are in stock.

Connect equipment quotes to stock, supplier orders, receiving, fulfillment, invoices and post-sale support.

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Use Case

A quote for twenty units gets complicated when twelve are in stock.

Equipment sales mix two kinds of truth: what the customer agreed to buy and what the business can actually source and deliver.

Lynka keeps the commercial and inventory records close enough that sales does not have to chase Purchasing for every availability question or guess what happened after the quote was accepted.

Requirements

The workflow has to keep the next commercial move visible.

Pipeline

Activities and Gmail conversations can stay with the relevant sales record so product questions and next actions are visible outside one rep's inbox.

Catalog

The customer sees one commercial offer even when some lines move through inventory and others do not.

Revision

Purchasing and Finance can later trace the accepted commercial version instead of reconstructing it from attachments.

Purchase

Open purchasing gives Sales useful incoming-supply context without pretending the goods already exist on the shelf.

Receive

Stock follows what the warehouse actually accepted, not the quantity the PO originally requested.

Fulfill

That makes a partial delivery different from a fully billed order and keeps the stock number grounded in physical movement.

Margin

Product margin reporting can help identify items whose selling price looks healthy until purchasing cost and fulfilled quantity are taken into account.

Support

Technician dispatch, preventive maintenance, serialized asset service history and IoT monitoring remain specialist requirements outside Lynka.

Solution

Keep the commercial history connected as the work moves

Pipeline

Keep early enquiries out of the equipment forecast

Leads can be qualified before becoming opportunities. Qualified deals carry expected value, probability, stage, close date and owner.

Activities and Gmail conversations can stay with the relevant sales record so product questions and next actions are visible outside one rep's inbox.

Pipeline & deal velocity
Real-time pipeline monitoring and immediate next steps.
Pipeline momentum
See what is moving and what is at risk.
Pipeline
$352K
Won month
$48.5K
Open deals
12
Trend
Next actions
Account
Action
Due
BluePeak
Quote
Today
Harbor Med
Terms
Tmrw
Northstar
Qualify
Today

Catalog

Quote the equipment and the service around it

Products can carry SKU, category, selling price, cost and stock settings. Quotes can combine catalog items with setup, delivery or other custom service lines plus quantity, discount, tax, currency and terms.

The customer sees one commercial offer even when some lines move through inventory and others do not.

Lynka
Products
Suppliers
Purchase Orders
Goods Receipts
Create product
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Search products...
My records
Product
SKU
Price
Status
Brand
Lemon CRM Suite
PRD-0007
USD 200.00
Active
Northstar
Launch Kit
PRD-0004
USD 30,000.00
Active
BluePeak
Support Add-on
PRD-0008
USD 3,000.00
Active
Cedar Grove
Service Credit
PRD-0011
USD 110.00
Inactive
Atlas
Launch Kit
PRD-0004
Product information
Pricing
Stock
Related
Product name
Launch Kit
Description
Implementation and setup bundle
Category
Services
Brand
BluePeak
Item type
Stocked item
Installation
Standard product

Revision

Know which model, quantity and price the customer actually accepted

Quote revisions preserve earlier versions when the customer changes model, quantity, scope or negotiated price. Internal review can happen before the current version is sent for signing.

Purchasing and Finance can later trace the accepted commercial version instead of reconstructing it from attachments.

Revision history
Version
Changed by
Status
V1
Jordan Lee
Sent
V2
Maya Bennett
Revised
V3
Olivia Hart
Approved
Latest changes
Most recent revision details.
Discount
Changed from 0% to 5%
Terms
Added annual billing note
Approver
Finance review complete
Sent
Sep 03, 2026 · 11:45 AM

Purchase

Buy the gap instead of confusing an order with available stock

Supplier relationships and purchase orders record what needs to be sourced, from whom, at what cost and when it is expected.

Open purchasing gives Sales useful incoming-supply context without pretending the goods already exist on the shelf.

Supplier and purchasing terms
Supplier information
Summary
Items
Notes
POs
GRNs
On the way
Summit Supply Co.
summit.supply@example.com · Active
Overview
Timeline
Supplier name
Summit Supply Co.
Phone
+1 310 555 0102
Currency
USD
Payment terms
Net 30
Delivery days
7
Expense account
Office procurement
Action required
What still needs configuration.
Supplier information complete · Payment terms complete · Accounting mapping pending

Receive

Let only accepted equipment become usable stock

Receiving separates accepted, damaged and on-hold quantities. Partial receipts keep the remaining supplier quantity open.

Stock follows what the warehouse actually accepted, not the quantity the PO originally requested.

Receiving against the purchase order
PO line
Ordered
Received
Status
Launch Kit
25
25
Complete
Support Add-on
10
8
Partial
Onsite training
4
4
Complete
Stock movement
Warehouse
Main storage
Receipt number
GRN-10024
Matched supplier
Summit Supply Co.
Updated inventory
33 units now available
Last movement
Posted Sep 04, 2026

Fulfill

Record what left for the customer

Invoice fulfillment can record delivered quantities and create outbound stock movement for stocked products. Product cost can contribute to cost-of-goods accounting and margin reporting where configured.

That makes a partial delivery different from a fully billed order and keeps the stock number grounded in physical movement.

Customer delivery
Invoice INV-0187
BluePeak Trading · 12 units ordered
Partially fulfilled
Product
Ordered
Delivered
Remaining
Equipment kit A
12
8
4
Setup service
1
1
0
Outbound stock movement
Movement
Delivery against INV-0187
Stock removed
8 equipment kits
Still to deliver
4 equipment kits
Next action
Complete remaining delivery

Margin

Check whether a familiar product is still making money

Supplier cost, customer discounts and the quantity actually fulfilled all affect the economics of an equipment sale.

Product margin reporting can help identify items whose selling price looks healthy until purchasing cost and fulfilled quantity are taken into account.

Inventory valuation
Stock on hand
284 units
Committed
USD 18,400
Inventory value
USD 142,880
Average margin
34.2%
Profitability by product
Product
Revenue
Margin
Launch Kit
USD 92,000
41%
Support Add-on
USD 37,800
28%
Training bundle
USD 19,500
35%

Support

Keep the customer after the equipment leaves

Support tickets can track assignment, priority, due dates and SLA timing around post-sale issues.

Technician dispatch, preventive maintenance, serialized asset service history and IoT monitoring remain specialist requirements outside Lynka.

Lynka
Overview
Tickets
New
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Search tickets...
My records
New
1
Activation issue
Unassigned
New
Due today
Open
1
Billing question
Maya Bennett
Open
Response due in 2h
In progress
1
Integration setup
Jordan Lee
In progress
Waiting on customer
Activation issue
Case overview 16043
New
Details
History
Documents
Tasks
Status
New
Priority
Medium
Ticket
Activation issue
Company
Northstar Logistics
Assignee
Jordan Lee
Category
Onboarding
Due
2026-07-31
Issue description
Customer requested a guided setup for initial activation.

Results

Follow each order from quote through delivery.

Explore Lynka

Manage products and supplier detailsCreate and track purchase ordersRecord supplier deliveries and received stockTrack goods after invoicingManage customer support tickets

Follow each order from quote through delivery.

Keep purchasing, receiving, customer fulfillment and support connected to the accepted quote.

Start FreeSee pricing
Lynka
Products
Suppliers
Purchase Orders
Goods Receipts
Create product
⌂
◔
≣
⌁
▦
Search products...
My records
Product
SKU
Price
Status
Brand
Lemon CRM Suite
PRD-0007
USD 200.00
Active
Northstar
Launch Kit
PRD-0004
USD 30,000.00
Active
BluePeak
Support Add-on
PRD-0008
USD 3,000.00
Active
Cedar Grove
Service Credit
PRD-0011
USD 110.00
Inactive
Atlas
Launch Kit
PRD-0004
Product information
Pricing
Stock
Related
Product name
Launch Kit
Description
Implementation and setup bundle
Category
Services
Brand
BluePeak
Item type
Stocked item
Installation
Standard product

Questions about this industry

Can Lynka quote products and services together?

Yes. Quotes can include catalog products and custom work with commercial terms.

Lynka

Lynka combines business lead generation and CRM, so smaller businesses can find prospects and manage customer work in one place.

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