Status on sales and purchases need to work through ledger. This means if customer makes an order, then it can be served by multiple sales invoices and delivery notes (order is fulfilled once sales order is fully invoiced and goods delivered if applicable). @Abeiku is on the right track.
I’m thinking this through.
If we establish sales quote as a starting point, then sales quote can be either Lost or Won. If it’s won, then it should be attached to sales order.
Sales order is the blueprint for the workflow. We want to reach 100% status for invoiced and 100% status for delivered (if applicable). So sales invoice or delivery note would allow to select sales order which they are fulfilling.
Also, sales order could represent a project or job. This way, you could assign arbitrary expenses to sales order and track how much was spent on the job and then see whether the order was profitable or not. Some costs would be allocated automatically, for example cost of goods sold.
This would work for product-based businesses but also for service-based businesses.
The same can work for purchasing side where Purchase Order is starting point and it’s fulfilled once fully invoiced and goods delivered (if applicable).
Thoughts?