Sales Management
Optimize your complete sales lifecycle with our AI-powered Sales ERP module-covering quotations, order processing, dispatch, invoicing, and customer follow-ups. Gain real-time sales insights, automate workflows, and empower teams to close deals faster with a seamless, end-to-end sales management system designed for manufacturing, trading, and B2B businesses.
Sales Module Overview
The Sales Module is designed to manage the complete sales lifecycle within the manufacturing ERP ecosystem. It provides real-time visibility into sales performance, order growth, and customer acquisition trends, enabling informed business decisions and improved operational efficiency.
Core Sales Functionalities
Powerful end-to-end sales management features built for manufacturing, trading, and B2B enterprises-enabling faster quotation processing, accurate order management, and real-time sales insights.
Quotation Management
Efficiently create, revise, and approve sales quotations with a streamlined system designed for manufacturing and B2B sales. Ensure accuracy, faster turnaround, and seamless conversion from quote to order.
- • Support for multiple pricing tiers, discount rules, and customer-specific rates
- • Directly linked with CRM opportunities for quick quote-to-deal conversion
- • Automated quotation generation with configurable approval workflows
- • Real-time integration with inventory for stock availability validation
Order Processing
Seamlessly convert approved quotations into sales orders with automated workflows, real-time visibility, and full lifecycle tracking from confirmation to delivery.
- • End-to-end order status tracking: Draft, Confirmed, Processing, Packed, Shipped, Delivered
- • Deep integration with Inventory for instant stock validation and allocation
- • Real-time order updates for sales, warehouse, and customer teams
- • Automated fulfillment, dispatch, and invoicing triggers
Stores Management
Manage all physical, online, and marketplace sales outlets from a single ERP-powered platform with unified tracking and centralized control.
- • Store types supported: Offline, Online, Marketplace, Franchise, Hybrid
- • Complete status control: Active, Inactive, Suspended, Under-Setup
- • Built-in API integrations for leading e-commerce and marketplace platforms
- • Centralized directory for store details, performance, and sales tracking
Fulfillment Management
Streamline your delivery operations with centralized control over all fulfillment partners and logistics workflows-ensuring faster dispatch, real-time tracking, and accurate order delivery.
- • Manage courier partners, transporters, and internal logistics teams
- • Intelligent provider assignment based on location, cost, and availability
- • Provider lifecycle tracking with Active, Inactive, and On-Hold statuses
- • Seamless integration with sales orders, dispatch, and shipping workflows
Pricing Estimator
Easily calculate product prices, raw material costs, and quantity requirements before creating customer quotations.
- • Custom pricing templates by product
- • Automated cost and margin calculations
- • Supports multiple units of measurement
- • One-click conversion from estimate to quote
Customer Management
Maintain a fully centralized customer database with complete sales history, interaction logs, and segmentation insights-empowering teams with a 360° view of every customer.
- • Unified customer profiles linked directly with CRM
- • Detailed sales history and interaction timeline
- • Smart segmentation: New, Returning, High-Value, Dormant
- • 360° customer view for insights and relationship management
Sales Workflow Process
Interactive visualization of streamlined sales process from lead acquisition to order fulfillment
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Quote Creation
Create professional quotations with custom pricing, discounts, and approval workflows instantly.
Order Processing
Convert approved quotes to sales orders automatically with real-time inventory validation.
Fulfillment
Manage dispatch, track shipment status, and update customers with real-time delivery notifications.
Invoicing
Generate compliant gst invoices, track payments, and integrate seamlessly with your financial ledger.
Key Sales Benefits
Boost sales efficiency with ERP-driven automation, improved pipeline visibility, and real-time insights across your entire sales process
Centralized Sales Intelligence
Access real-time sales performance, trends, and analytics in one unified dashboard for faster, smarter decision-making.
Data-Driven Decision Making
Monitor KPIs, revenue trends, and growth metrics to fine-tune strategies and improve overall sales effectiveness.
Enhanced Customer Relationships
Integrated with CRM to provide a complete 360° customer profile, enabling personalized engagement and higher retention.
Operational Efficiency
Seamless connectivity with inventory, production, and finance modules ensures smooth, end-to-end sales operations.
Ready to Optimize Your Sales Process?
Discover how our comprehensive sales management module can streamline your operations and drive revenue growth.