Selling
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Entire sales cycle from quote, Sales Orders, Sales Invoices, Delivery Notes etc. in clicks.
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Smartly control the sales by items pricings rules and multiple pricelists.
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Track the statuses of the Orders to guarantee a seamless and high-quality services to the clients.
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Partial Invoicing , Partial Deliveries, Packing lists, Partial Payments.
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Do not ever miss a payment through intelligent reporting credit controls.
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Self Service portals for the Clients.
quick Inquiry
Quote / Estimates
Quote can be generated for the opportunity as well as the customer.
Product Bundles
Multiple products can be combined and sold as bundles.
Drop Shipping
Orders for drop shipping can be placed directly from supplier to customer
Margins
Margins can be added on Quotation Item and Sales Order Item by pricing rules or Apply margin direct on Item
Shipping Rules
Different shipping rules or a fixed shipping amount for the same item can be defined across different territories.
Discounts
Discounts can be applied on multiple ways like discounts on pricelists, net total or grand total.
Sales Taxes & Charges
All kind of taxes can be defined and calculated automatically by the system
Special Prices Approvals
System can be configured to get approvals for the prices beyond a threshold.
Sales Orders
Upon quotation confirmation, Quotation can be converted into a Sales Order
Sales Team Commissions
System can calculate the sales team commissions for one or more than one sales persons at a single order.
Material Requests
A Material Requests can be made to identify a requirement of a set of Items (products or services).
Sales Partner Commissions
System can calculate the sales partners commissions.
Blanket Orders
A Blanket Order is an order from a customer to supply materials for specific items over a period of time at pre-negotiated rates.
Price Lists
An Item can have multiple prices based on customer, currency, region, shipping cost, etc, which can be stored as different rate plans.
Reports
All of the reports listed below are included in the Accounting module. Besides that, reports can be customized in order to meet the requirements.
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Customer Credit Balance Report
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Payment Terms Status for Sales Order Report
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Inactive Customers Report
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Sales Partners Commission Report
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Sales Invoice Trends Report
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Territory Target Variance Based On Item Group Report
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Customers Without Any Sales Transactions Report
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Sales Analytics Report
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Sales Order Analysis Report
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Sales Funnel
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Sales Order Trends Report
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Quotation Trends Report
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Customer Acquisition & Loyalty Report
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Sales Partner Target Variance Based On Item Group Report
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Sales Partner Target Variance Based On Item Group Report
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Sales Person-wise Transaction Summary Report
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Item-wise Sales History Report
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Customer Addresses And Contacts Report
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Available Stock for Packing Items Report
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Pending SO Items For Purchase Request Report
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Delivery Note Trends Report
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