Sales & Procurement

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Sales

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

S ales 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

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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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Procurement

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