Sales & Marketing (CRM) ERP Modules

The Sales module offered by “SolutionOne

Implements functions of order placement, order scheduling, shipping and invoicing. This module helps in sales planning too. Sales planning determine the sales rates the company must maintain for its product lines to meet the strategic plan. Integration with other modules: Sales module is a highly integrated execution module. It draws most of its input from the following modules: Inventory module for verifying available and projected stock for production schedules and lead time of delivery.

Major Functionalities of Sales & Marketing are following

  • Customer Data Management with Visit history on a click of button
  • Sales Inquiry / Estimation / Quotation / Order Management
  • Project Order Management / Service Order Management
  • Follow-ups Management
  • Transactions Revision history Management
  • Multiple Billing & Shipping data information
  • Multiple delivery against Sales order Items concept
  • Domestic & Export Sales facility
  • Order Tracking till Invoice generation
  • Multiple Branch wise Executives Mapping
  • Executive wise / Customer wise monthly sales target entry and its analytics
  • Executive wise payment collection record
  • Purchase Budget Info entry
  • Proforma Invoice generation facility
  • Delivery Monitoring Management
  • Sales Return
  • Visit Expense Records
  • Related Analytical Reports & Information

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