Quotation and Sales Order
Quotation Creation and Management
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Generate clean, professional-looking, interactive quotations with customizable templates. Include product descriptions, pricing, discounts, and terms. Track the status of quotations (e.g., draft, sent, confirmed). Allow customers to accept quotations online.
Sales Orders
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Convert accepted quotations into sales orders automatically. Manage sales orders with features for order modifications, cancellations, and tracking.
Product Management
Product Catalog
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Maintain a comprehensive product catalog with detailed descriptions, images, and specifications. Organize products into categories for easy browsing.
Pricing and Discounts
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Manage product pricing, including price lists for different customer segments. Set up discounts, promotions, and special offers.
Product Variants
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Handle product variants such as size, color, and other attributes. Manage inventory and pricing for each variant.
Inventory and Stock Management
Real-Time Stock Levels
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Monitor real-time stock levels and availability across multiple warehouses. Ensure accurate stock data to prevent stockouts and overstocking.
Inventory Integration
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Seamlessly integrate with the Inventory Module to automate stock movements, replenishments, and adjustments based on sales orders.
Dropshipping
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Support Dropshipping by allowing sales orders to trigger purchase orders directly to suppliers.
Order Fulfillment
Shipping Management
- Manage shipping options, carriers, and rates. Generate shipping labels and track shipments directly from the module.
Delivery Orders
- Create and manage delivery orders linked to sales orders. Track the status of deliveries and ensure timely fulfillment.
Returns and Refunds
- Handle product returns and refunds efficiently. Generate return merchandise authorizations (RMAs) and manage the return process.
Invoicing and Payments
Invoice Generation
- Automatically generate invoices from sales orders. Customize invoice templates to match company branding and requirements.
Payment Terms
- Define payment terms and conditions for customers. Manage partial payments, advance payments, and payment deadlines.
Online Payments
- Integrate with various payment gateways to accept online payments. Enable customers to pay invoices directly through the customer portal.
Customer Portal
Self-Service Portal
- Provide customers with access to a self-service portal where they can view quotations, orders, invoices, and delivery statuses.
Order Tracking
- Allow customers to track the status of their orders and deliveries in real-time.
Communication
- Facilitate communication between customers and sales representatives through the portal.
Reporting and Analytics
Sales Dashboards
- Create custom dashboards to monitor key sales metrics such as revenue, conversion rates, and sales performance.
Sales Reports
- Generate detailed sales reports, including sales by product, customer, region, and sales representative. Analyze trends and identify opportunities for improvement.
Forecasting
- Use sales data to generate sales forecasts and make informed decisions about future sales strategies and inventory requirements.
Sales Team Management
Team Organization
- Organize sales teams and assign leads, opportunities, and sales orders to specific teams or representatives.
Performance Tracking
- Monitor the performance of sales teams and individual representatives through dashboards and reports. Set and track sales targets.
Commission Management
- Define and manage sales commissions based on sales performance, order value, and other criteria.
