Sales Management

Track Sales at all times. Follow-up on quotations, generate invoices,
manage product delivery, track quotation approvals, dis-approvals or pending statuses. Receive and manage direct-at-the-counter sales too.

Create Quotations from Enquiry

  • Send Quotations to progressed Enquiries
  • Raise, record and manage quotations
  • Get approval or disapproval of quotes at the very spot
  • Edit quotes, resend quotes and record quotes

Stores Request

  • Generate Store Requests for Sales
  • Raise Stores Request directly from Approved Quotations
  • Raise Store Requests for Demos
  • Keep record of store requests for future retrieval

Delivery Challan for Stores Request

  • Delivery Challans created instantly with Store Requests
  • A mandatory setup to assure recording
  • Can be used for your internal purposes

Track Pending Stores Requests

  • Track who requested for what product and for whom at all times
  • Any product item taken out for Demo purposes can be tracked
  • Track the return of the goods to the stock, if they were temporarily taken for any demo for the client
  • Track all such inventory movements with ease and efficiency

Sales from Enquiry

  • Generate bills/ invoices instantly
  • Create Sales Bill from the Stores Request
  • Details are pre-filled from the Enquiry, Quotation and Stores Request form
  • So no additional information to be filled

Direct Sales

  • Include the direct walk-in sales or over the counter sales
  • Skip the enquiry, quotation or store request procedure for such clients
  • Take such cases under Direct Sales
  • Can generate service contracts instantly from direct sales

Value Additions and Profit Margins

  • Each Sale would show your Value Addition and Profit percentage for that sale
  • If the profit goes below the acceptable percentage, then administrator approval becomes compulsory
  • Get Reports of transactions where Executive brought more value addition per sale