Core ERP
33Sales Management
Convert opportunities into quotations, orders, deliveries, invoices and collections with customer, price, route and communication controls.
- Sales DashboardSummarizes sales activity, pending documents, trends and operational priorities.
- LeadsRecords and progresses product/service sales prospects through qualification and conversion.
- General LeadsCaptures flexible non-item or service-oriented lead requirements.
- EnquiriesRegisters customer requirements before quotation, including requested products, quantities and follow-up.
- General QuotationsCreates service or non-inventory quotations with commercial terms and flexible lines.
- QuotationsCreates item-based quotations with quantities, prices, taxes, terms, approval and conversion support.
- Quotation Approvals & Follow-upControls quotation review, approval, customer response and conversion after the quotation itself is created.
- Sales OrdersConfirms customer demand, reserves or plans fulfillment and progresses orders toward delivery/invoice.
- DeliveriesRecords fulfilled quantities, vehicle/reference information and delivery status against sales commitments.
- InvoicesBills inventory sales, applies price/tax/discount rules, reduces stock and posts customer/accounting effects.
- General InvoicesBills services or flexible non-inventory transactions, including multi-branch or multi-currency scenarios where configured.
- Service InvoicesProduces invoices specifically for service-based work and service details.
- Pro Forma InvoicesCreates preliminary invoices for customer confirmation, advance processing or commercial reference.
- Invoice ReturnsProcesses full or partial sales returns and reverses eligible stock, tax and customer effects.
- Credit NotesRecords customer credits for returns, pricing adjustments, refunds or other approved corrections.
- CustomersMaintains customer identity, tax, contact, address, price, route, credit and account information.
- Customer AbstractPresents a concise customer view covering commercial activity, outstanding position and relevant transaction history for faster review.
- Customer Contact ManagementMaintains multiple customer contact people, roles and communication details without overloading the primary customer record.
- Customer GroupsOrganizes customers for pricing, reporting, permissions or commercial policies.
- Customer Opening BalancesRecords verified opening receivables when migrating or starting accounts.
- AgentsMaintains sales agents, assignments, contact/bank information and related commercial records.
- Price Assignment GroupsAssigns customers or customer segments to a common pricing policy; it does not store the item prices themselves.
- Item Price ListsStores item selling prices, effective rules and customer-specific price selection used by price assignment groups.
- Sales RoutesDefines customer visit or delivery routes for field and distribution operations.
- VehiclesMaintains sales/delivery vehicle information used by route and fulfillment processes.
- Location VisitsTracks field visits, locations, responsible users, outcomes and follow-up activity.
- ContractsRecords customer agreements, dates, values, terms and contract-linked sales/service obligations.
- Rental SalesSupports rental-oriented sales transactions available inside the sales module.
- Counter Sales AccessProvides the Sales module's controlled launch point for counter transactions; POS device, cashier and offline controls remain in the POS module.
- Sales Settlement RegisterReviews settlement and register results posted by sales channels, including POS, without duplicating POS cashier-session management.
- Sales Book ReportConsolidates posted sales transaction history for statutory, accounting and management review.
- WhatsApp DocumentsShares supported sales documents and customer communications through WhatsApp integration.
- WhatsApp PromotionsSends controlled promotional communication to eligible customers or audiences.