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Sales Management
Quotation and Order Management
Customer Relationship Management (CRM) Integration
Pricing and Discount Management
Sales Pipeline Management
Order Fulfillment and Delivery
Sales Analytics and Reporting
Automated Workflows and Approvals
Seamless Integration with Other Modules
Tax and Compliance Management
Multi-Currency and Multi-Language Support
Quotation and Order Management
Create and Send Quotations: Quickly generate and send quotations with customizable templates, linking them to leads or opportunities for easy tracking.Sales Order Processing: Convert approved quotations into sales orders seamlessly to streamline the sales process.Quotation Comparison: Review multiple quotations side-by-side for better decision-making and negotiation.
Customer Relationship Management (CRM) Integration
Customer Profiles: Maintain comprehensive customer records, including contact details, purchase history, and preferences for enhanced relationship management.Interaction History: Track all interactions with customers, including emails, calls, and meetings, to ensure consistent engagement and follow-ups.Lead and Opportunity Tracking: Capture leads, manage opportunities, and convert them into customers directly from the sales module.
Pricing and Discount Management
Price Lists: Create and manage multiple price lists to cater to different customer segments or sales strategies.Discounts and Promotions: Apply customer-specific or item-specific discounts and promotional pricing automatically.Customer-Specific Pricing: Offer tailored pricing structures for key accounts to boost customer satisfaction and loyalty.
Sales Pipeline Management
Visual Sales Pipeline: Monitor the sales pipeline visually to track the status of ongoing deals and identify bottlenecks.Sales Stages Customization: Customize sales stages to match the unique workflow of your organization.Win/Loss Analysis: Analyze closed deals to understand the reasons behind successful or failed opportunities.
Order Fulfillment and Delivery
Delivery Note Creation: Generate delivery notes directly from sales orders for streamlined dispatch and fulfillment.Packing Slips and Invoicing: Prepare packing slips and invoices with ease to support the fulfillment process.Partial and Split Deliveries: Handle partial or split deliveries for bulk orders to improve customer satisfaction and flexibility.
Sales Analytics and Reporting
Comprehensive Dashboards: Access real-time dashboards with key metrics such as total sales, sales growth, and top customers.Forecasting: Analyze sales data to predict trends and inform future business strategies.
Automated Workflows and Approvals
Approval Workflows: Set up approval processes for quotations and sales orders to maintain control over pricing and discount policies.Automated Reminders: Configure automated reminders for follow-ups on pending orders or overdue payments.
Seamless Integration with Other Modules
Inventory and Stock Management: Integrate with the stock module to check real-time stock levels, manage backorders, and handle stock reservations.Accounting Integration: Sync with the accounts module to update ledgers automatically upon invoicing and payment receipt. Manufacturing Integration: Link with the manufacturing module to ensure raw material availability for made-to-order items.
Tax and Compliance Management
Flexible Tax Configuration: Configure multiple tax structures to comply with regional tax laws and customer-specific tax requirements.Automated Tax Calculations: Apply taxes automatically based on item type, customer location, or other pre-set conditions.Compliance Reporting: Generate tax reports to aid in filing and compliance with local regulations.
Multi-Currency and Multi-Language Support
Currency Conversion: Handle sales orders and quotations in various currencies with automatic conversion for international clients.Localization: Customize documents to display in multiple languages to cater to a global customer base..