One chain from quotation to cash
A quotation becomes an order, the order ships, the shipment is invoiced, the invoice is receipted. Most systems can do each step. The difficulty is what happens when reality is untidy — half the order ships this week, the rest next month, and someone still has to answer what is outstanding.
In Capitán each line carries its own fulfilment position. A line knows how much has been shipped and how much is still open, and the document takes a status that reflects it — partially shipped, partially invoiced, closed. Nobody has to maintain that by hand, and nothing has to be re-keyed at each step.
Every line remembers where it came from
An order line holds a reference to the quotation line that produced it. So the question “what did we actually quote for this?” is a click rather than an archaeology exercise, and over-shipping against an order is caught rather than discovered later.
Prices resolved, not retyped
When a line is added, the price comes from the customer’s own price list if they have one, falling back to the general sell list. Price lists are date-effective, so a document is priced by the list that applied on its date — not by whatever is current when someone opens it a month later.
Invoices are statutory documents: gapless numbering assigned at issuance, and where the law requires it, a Tax Authority allocation number requested automatically.
Half an order shipping is normal. Software that cannot express it is what turns normal into a spreadsheet.
Fulfilment is tracked as a rolled-up quantity with the remainder computed, never stored twice. A second stored figure is a second source of truth, and it drifts.
