Sales & Procurement

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With the sales module, we can manage our sales objectives easily from quotations to product delivery and invoicing. We can start the process by creating a sales quotation. The sales quotation can be created in two ways, either from the quotation menu in the sales module, or from the won opportunities. For creating a quotation, we need to provide the customer details and the product details.

 Sell More Efficiently 

 Modern User Interface, Sales warning, Reduce Data Entry 

Create Professional Quotations

 Quotation Builder, Quotation Template, Pro-forma, Upselling 

Manage Orders & Contracts

 Sales Orders, Manage Invoicing from Sales Orders, Customer Portal, Contracts, Order-Specific Routes 

Maintain Products & Prices

 Product Variants, Discounts, Product Types, Shipping Cost, Third-Party Shipper, Product Configuration, Coupons, Units of Measure, Price lists 


Intuitive Reporting

 Track-able KPIs, Next Activities, Order & Invoicing Analysis 

Streamline Communication

 Schedule Activities, Email Gateways, On-Boarding Emails, Inter-Companies Rules 

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Improve your purchase and inventory performance with procurement rules depending on stock levels, logistic rules, sales orders, forecast manufacturing orders, etc. Select different replenishment methods for each product depending on your manufacturing and delivery strategies.

Clean & fast

 Modern user interface, Purchase tenders, Control vendor bills, Blanket order agreement 

Requests for Quotations

Create RfQs for your suppliers, Personalize your message, Send requests through the post or by email, Automate the process, Get offers for multiple items

Manage orders

 Monitor RfQs and orders, Automate ordering, Manage incoming products 

Manage invoicing

 Create drafts, Handle internal moves, Control future orders 

Analyze & forecast

 Dashboards, Inventory forecasts 

Multi company rules

 Automatic reconciliation between companies, Allow environment for multiple companies