Sales Management

• Quotation and Order Management
• Customer Relationship Management (CRM) Integration
• Pricing and Discount Management
• Sales Pipeline Management
• Order Fulfillment and Delivery
• Automated Workflows and Approvals
• Seamless Integration with Other Modules
• Tax and Compliance Management
• Multi-Currency and Multi-Language Support
• Sales Analytics and Reporting

Quotation and Order Management

1. Create and Send Quotations: Quickly generate and send quotations with customizable templates, linking them to leads or opportunities for easy tracking.
2. Sales Order Processing: Convert approved quotations into sales orders seamlessly to streamline the sales process.
3. Quotation Comparison: Review multiple quotations side-by-side for better decision-making and negotiation.

Customer Relationship Management (CRM) Integration

1. Customer Profiles: Maintain comprehensive customer records, including contact details, purchase history, and preferences for enhanced relationship management.
2. Interaction History: Track all interactions with customers, including emails, calls, and meetings, to ensure consistent engagement and follow-ups.
3. Lead and Opportunity Tracking: Capture leads, manage opportunities, and convert them into customers directly from the sales module.

Pricing and Discount Management

1. Price Lists: Create and manage multiple price lists to cater to different customer segments or sales strategies.
2. Discounts and Promotions: Apply customer-specific or item-specific discounts and promotional pricing automatically.
3. Customer-Specific Pricing: Offer tailored pricing structures for key accounts to boost customer satisfaction and loyalty.

Sales Pipeline Management

1. Visual Sales Pipeline: Monitor the sales pipeline visually to track the status of ongoing deals and identify bottlenecks.
2. Sales Stages Customization: Customize sales stages to match the unique workflow of your organization.
3. Win/Loss Analysis: Analyze closed deals to understand the reasons behind successful or failed opportunities.

Order Fulfillment and Delivery

1. Delivery Note Creation: Generate delivery notes directly from sales orders for streamlined dispatch and fulfillment.
2. Packing Slips and Invoicing: Prepare packing slips and invoices with ease to support the fulfillment process.
3. Partial and Split Deliveries: Handle partial or split deliveries for bulk orders to improve customer satisfaction and flexibility.

Automated Workflows and Approvals

1. Approval Workflows: Set up approval processes for quotations and sales orders to maintain control over pricing and discount policies.
2. Automated Reminders: Configure automated reminders for follow-ups on pending orders or overdue payments.

Seamless Integration with Other Modules

1. Inventory and Stock Management: Integrate with the stock module to check real-time stock levels, manage backorders, and handle stock reservations.
2. Accounting Integration: Sync with the accounts module to update ledgers automatically upon invoicing and payment receipt.
3. Manufacturing Integration: Link with the manufacturing module to ensure raw material availability for made-to-order items.

Tax and Compliance Management

1. Flexible Tax Configuration: Configure multiple tax structures to comply with regional tax laws and customer-specific tax requirements.
2. Automated Tax Calculations: Apply taxes automatically based on item type, customer location, or other pre-set conditions.
3. Compliance Reporting: Generate tax reports to aid in filing and compliance with local regulations.

Multi-Currency and Multi-Language Support

1. Currency Conversion: Handle sales orders and quotations in various currencies with automatic conversion for international clients.
2. Localization: Customize documents to display in multiple languages to cater to a global customer base..

Sales Analytics and Reporting

1. Comprehensive Dashboards: Access real-time dashboards with key metrics such as total sales, sales growth, and top customers.
2. Forecasting: Analyze sales data to predict trends and inform future business strategies.