Sales
Package

Quotations, sales orders, customers, and distribution—from quote to delivery.

4 Modules
Integrated
Module 01

Sales Orders

Key capabilities

  • Complete order lifecycle — creation to fulfillment and invoicing
  • Automatic credit limit verification with approval workflows
  • Inventory reservation at order creation
  • Fulfillment with picking lists and delivery tracking
  • Automatic invoice generation upon delivery
  • Complete order history with status tracking
Module 02

Customers

Key capabilities

  • Comprehensive customer profiles with contacts and preferences
  • Customer-specific pricing with volume discounts
  • Complete transaction history in a single timeline
  • Credit management with real-time exposure monitoring
  • Segmentation by industry, region, or custom attributes
  • Communication log tracking all interactions

Key capabilities

  • Shipment planning — group orders by destination
  • Route optimization with driver assignment
  • Digital proof of delivery via mobile with signatures
  • Multi-carrier management with performance metrics
  • Returns processing with RMA and credit notes
  • Delivery analytics — on-time rates and carrier performance
Module 04

Quotations

Key capabilities

  • Professional branded templates with bilingual support
  • Flexible pricing with customer-specific rates and discounts
  • One-click conversion from approved quote to sales order
  • Validity management with automated reminders
  • Win/loss analytics by salesperson and segment
  • Complete revision history with version comparison

Ready to transform your Sales?

Get started with the Sales package and unlock seamless integration across all 4 modules.

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