Sales Management
Complete sales lifecycle management from quotes to order fulfillment and invoicing. Manage the complete sales process with real-time visibility and intelligent automation.
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
Comprehensive sales management capabilities designed for manufacturing and B2B environments
Quotes Management
Create, modify, and approve sales quotations for customers with comprehensive quote management.
- • Multiple pricing tiers and discount structures
- • Linked to CRM opportunities for seamless conversion
- • Automated quote generation and approval workflows
- • Integration with inventory for availability checking
Order Processing
Direct conversion of approved quotations into sales orders with comprehensive tracking.
- • Order status tracking: Draft, Confirmed, Processing, Shipped, Delivered
- • Integration with Inventory to check product availability
- • Real-time order status updates
- • Automated fulfillment triggers
Stores Management
Maintain and manage information about physical or virtual sales outlets connected to the ERP system.
- • Store classification: Offline, Online, Marketplace, Hybrid
- • Status management: Active, Inactive, Suspended
- • API integration for e-commerce platforms
- • Centralized store directory and tracking
Fulfillment Management
Manage entities responsible for delivering products to customers with comprehensive fulfillment tracking.
- • Courier and internal logistics management
- • Provider selection and assignment
- • Status tracking: Active/Inactive providers
- • Integration with order processing
Estimate Calculators
Quickly calculate product pricing, raw material costs, and production requirements before generating quotes.
- • Custom estimation templates by product type
- • Formula-driven costing with overheads
- • Multiple units of measurement support
- • One-click conversion from estimate to quote
Customer Management
Centralized database for all customers with comprehensive sales history and interaction records.
- • Centralized customer database linked to CRM
- • Full sales history and interaction records
- • Customer segmentation: New, Returning, High-Value, Dormant
- • 360° customer view integration
Sales Workflow Process
Streamlined sales process from lead acquisition to order fulfillment and customer satisfaction
Lead/Opportunity
Creation in CRM
Quotation
Generation & approval
Sales Order
Confirmation with inventory check
Production
Fulfillment triggered
Invoice
Issuance & payment tracking
Key Sales Benefits
Transform your sales operations with intelligent automation and real-time insights
Centralized Sales Data
Real-time visibility into performance with comprehensive sales analytics and reporting capabilities.
Data-Driven Decision Making
KPIs and growth metrics at a glance to make informed business decisions and optimize sales strategies.
Improved Customer Relationships
Linked with CRM for 360° customer view, enabling personalized service and better customer retention.
Operational Efficiency
Integrated with inventory, production, and finance modules for seamless end-to-end operations.
Ready to Optimize Your Sales Process?
Discover how our comprehensive sales management module can streamline your operations and drive revenue growth.