Manage the entire sales operation in a fully streamlined manner and necessary control mechanisms, insights and flexibility. This module will cover your sales lifecycle starting from a job costing or a quotation to a delivery note to posting customer payments into the Finance module.

  • Costing, Job Costing to accurately measure the Cost of Sales
  • Quotations, Proforma invoices for in-office or field sales teams with real-time view of your inventory which will help you to manage your sales operation without facing issues of non-available inventory.
  • Convert a quotation to a Sales Order or an Invoice which increases efficiency and minimize human error.
  • Manage Sales Offers, Incentive Schemes
  • Handle Sales Returns, Delivery Notes, Itineraries for deliveries etc
  • Approval workflows based on Salesperson, Sales Location, Value of the Quotation, Invoice, Items, Categories etc
  • Detailed Reporting capabilities to get real-time insights of the sales operation including Fast- & Slow-Moving Items. Also, real-time visibility into the entire sales operating when managing multiple sales locations
  • Customizable document formats for each business location and Print or Email options for sales related documents
  • Attach sales related documents as required.

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