Comprehensive platform for Pre Sales, Post Sales & Operations management
XRM
Sales Order Automation
- Microsoft word integration for format design
- Proforma Invoice format design option
- Terms & Condition, Cover Letters & Product annexure dynamic masters
- One click copy SO option
- Revise SO option
- Quotation to Sales Order Automation
- Pick List
- Multiple Price list Management
- Customer Wise Auto Discounting
- Real time Order Profitability Calculator
- Customer & Product wise auto tax applicability
- Documents, Images, Task and other attachment options
- Approval Work flow
- Credit Limit Management (Days & Amount wise)
- Payment schedule planning & Notifications
- Delivery schedule planning & Notification
- Sales Transaction Locking (Contact & Product wise)
Sales Invoice Automation
- Multiple Invoice type management
- Customer & Product wise sales preference settings (i.e. Form, Invoice Type, Tax Group
- Terms & Condition, Cover Letters & Product annexure dynamic masters
- One click copy Invoice option
- Edit Invoice option
- Sales Order to Sales Invoice Automation
- Multiple Price list Management
- Customer Wise Auto Discounting
- Real time Invoice Profitability Calculator
- Customer & Product wise auto tax applicability
- Documents, Images, Task and other attachment options
- Approval Work flow
- Credit Limit Management (Days & Amount wise)
- Payment schedule planning & Notifications
- Delivery schedule planning & Notification
- Sales Transaction Locking (Contact & Product wise)
Delivery Challan
- Microsoft word integration for format design
- Multiple DC type management
- Multiple DC printing option (i.e. Original, Duplicate, Triplicate)
- Terms & Condition dynamic masters
- Documents, Images, Task and other attachment options
- DC change log management
Sales Analytics
- Quotation Register
- Sales Order Register
- Sales Invoice Register
- DC Register
- Employee wise sales report
- Product wise sales report
- Sales Order pending for Delivery Report
- Sales Invoice pending for Delivery Report
- Sales Order pending for Invoice Report
- Lead to Invoice Report
- Quotation Analytics Report
- Sales Order Analytics Report
- Sales Invoice Analytics Report
