Sales Management
Features
- Administration – Sales Management:
- Enquiry creation, detailed specification and product identification matching.
- Price matrix and discount matrix to set and align customer price.
- Unit rate based on percentage or value on line discount and on profit.
- Line /Item type – Inventory, Service, Asset, BOM (Manufacturing items), Product(Production items) and BOE(Bill of Enquiry).
- Order Process Documents linking directly and bidirectional on item wise consolidation, partial quantity or amount and elimination of unwanted items.
- One to one, one to many and many to one item linking and conversion at complex document merging.
- Free text format, copy from anywhere as Detailed remarks, Blocks, Notes facility while creating documents. Copy or import from text including OCR.
- Facility to place images on each item images, specification and printing option.
- Catalog printing and imaging on items. PDF, XML & XLS exports.
- Work flow management and attachments.
- Estimation & Quote/Offer Management:
- Usage of field value, constants, variables, percentage, values and formula association in estimation, taxation, cost calculation to calculate tax amount, cost, freight, C&F, CIF, profit margin and estimation amount.
- Line wise currency, discount and rate calculation.
- Calculate estimated cost and link with quotation to send right quote to the customer.
- Estimation & actual cost variance report analysis.
- Integrate document with freight, transport, courier, insurance and overheads.
- Multi payment terms, retention and late fee – percentage, value and payment due period.
- Detailed exclusions, delivery and payment terms and other conditions.
- Automated reference number setup creation.
- Team participation on sales and incentives calculation.
- Connected with procurement and order processing.
- Order & Demand Management:
- Stock reservation release order facility.
- Delivery date and lead time management.
- Link Quote item wise Partial order, Multiple order and Cancellation facility.
- Excess order management and price recalculation on quantity and volume.
- Fully automated advanced MRP – on stock, on order, on demand, on production requirement.
- Multiple order of same item consolidation and elimination facility.
- Slow moving and fast moving list.
- Expiry, Damage, Return, Refund facility.
- Facility to create profitability and stock availability before confirming the order.
- Facility to cancel pending order and create back order.
- Point of Sales:
- Integrated POS system, Pole display, Touch screen, Cash drawer and Print receipt option.
- Multi payment cards and loyalty card and point integration.
- Team and shift management and endorsement.
- Price and stock check option.
- Multi payment option and different currency receipt denomination.
- Barcode reading and printing.
- Warehouse – Rack, Slot, Bin and Expiry tracking.
- Multi packing and loyalty point tracking.
- Day end closing.
- Consolidated reporting – on payment term wise, currency and denomination wise.
- Sales & Delivery Management:
- Integrated order processing, Warehousing and stock management and well rooted and Integrated Finical accounting.
- Multi Bank account selection and Shipment details.
- Invoice format for Contract, Service, Inventory and General items.
- Multi payment mode and detailed payment schedule.
- Integrated Perpetual system, WIP, Deferred Revenue booking.
- Documentation and expenses incorporated.
- Picking list and packing list. Gross weight and Volume weight, CBM, Pallet tracking.
- Multi contacts management, Delivery details and Shipment details.
- Special discount and line discount option.
- Cost center, Department, Job wise allocation.
