Selling Module (Sales)
One pipeline, from lead to cash.
- Lead
- Opportunity
- Quotation
- Sales Order
- Delivery Note
- Sales Invoice
- Payment Entry
Key Operations & Activities
- Lead and Opportunity tracking
- Quotation generation with Pricing Rules
- Sales Order processing and fulfillment tracking
- Customer-specific Price Lists and discounts
- Delivery Note creation and dispatch
- Sales Invoice generation and Payment Entry reconciliation
- Sales Commission and Territory tracking
- Multi-channel and multi-branch sales support
Core Reports & Insights
- Sales Funnel
- Sales Order Analysis
- Territory Wise Sales
- Item-wise Sales Register
- Accounts Receivable Summary
- Delivery Note Trends
- Sales Analytics