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
