Sales & Procurement
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
Track-able KPIs, Next Activities, Order & Invoicing Analysis
Schedule Activities, Email Gateways, On-Boarding Emails, Inter-Companies Rules
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.