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Sales Management

Understanding the customer is very important when it comes to doing business. Easy and constant interaction with customer will help the company which direction to take. Business relies on feedback from customers. Customer Relationship Management module in eresource etrade ERP makes tracking data easier.



Sales Lead



    >> Sales Lead section in CRM module automates lead generation, lead tracking, follow-ups etc., in simple yet incredibly powerful manner.

    >> It has provision to assign lead to other sales person.

    >> Track lead by sources, region and sales person.

    >> Intimate leads to other Sales and Marketing associates.

    >> Track sales lead through the sales cycle from lead generation to closing the sale and beyond.



Sales Enquiry



    >> Sales Enquiry can be generated against Sales Lead.

    >> Direct Sales Enquiry can be generated.

    >> The customer information (name) can be retrieved from the Customer Master. If the customer is new, then customer name can be typed on-the-fly.

    >> Sales Enquiry Line Item can be imported from excel spreadsheet. Also provision to capture line items manually is available.

    >> Provision to capture customer description for line item is available.

    >> Multiple attachments can be uploaded in the enquiry.



Sales Quotation



    >> Sales Quotation is created against Sales Enquiry.

    >> All line items is inherited from the Sales Enquiry.

    >> Per unit price of line item is captured. there is provision to check sales history of the respective line item.

    >> Provision to capture any other charges (on footer level) is available.

    >> Provision to notify the quote to different stakeholder is available.

    >> Approval can happen as per workflow defined in the workflow configuration screen (master).



Quotation Via Enquiry



    >> Quotation Can be made against Sales Enquiry in Sales Quotation Item pricing (i.e Basic Rate + Default Markup) captured automatically from the master.


    >> User can also add addition markup on unit cost or provide discount line item wise or at header level.


    >> Build in provision to save rates of  BOQ items for future use.


    >> Replace or re-price currently assigned resources.



Quotation Via Purchase Quotation



Sales Quotation can be made against Purchase Quotation (Sales Enquiry -> Purchase Enquiry -> Purchase Quotation -> Sales Quotation) in Sales Quotation Item pricing captured automatically from Purchase Quotation. User can also add addition markup on unit cost or provide discount line item wise or at header level.



Quotation Via Quotation Comparison



Sales Quotation can be made against Purchase Quotation (Sales Enquiry -> Purchase Enquiry -> Purchase Quotations -> Purchase Quotation Comparison -> Sales Quotation) in Sales Quotation Item pricing captured automatically from Purchase Quotation Comparison. User can also add addition markup on unit cost or provide discount line item wise or at header level.


Direct Sales Order



Provision to capture sales order directly without any enquiry / quotation reference is available. There is provision to tag if the sales order is service order. In the case of Service Order, there is no need to create Delivery Order. Service Invoice can be generated directly against Service Order. The line item in the case of Service Order can be populated from the Service Item Master.


Sales Order Via Quotation



The Sales Order is a confirmation document sent to the customers before delivering the goods or services. Sales Order (SO) can be created once the quote is accepted by the prospective customer and the Purchase Order (PO) is sent by the customer for further processing.


Sales Order Short Close



Due to any reason if the sales order is to be short close, it can be done through this form.


Sales Invoice



The system will generate the rate of the item and total of the complete invoice. Sales Invoice contains the customer PO number, date, billing address, shipping address, terms of payment, line items (products/services) with quantities and prices. Invoicing completes the sales process and begins the accounting process where accounts receivable is managed by the accounts module.


Service Sales Invoice



The system will generate the rate of the item and total of the complete invoice. Purchase Invoice contains the supplier reference number, ref date, address, terms and conditions, line items (products/services) with quantities and prices. Invoicing completes the purchase process and begins the accounting process where accounts payable is managed by the accounts module.


Sales Order Report



This report provides data of sales order wise delivery order details, pending DO value, invoice created and pending invoice value created and sales order summary data for selected period.


Sales Invoice Report



This report provides data of Sales Invoice created for selected period.


Sales Quotation Report



This report provides data of Sales Quotation created for selected period.


Sales Backorder Report



This report provides data of Sales Order details, Delivery Order details and Invoice created for selected period.


Sales Order Tracking Report



This report provides data of Sales Order wise Delivery Order details and Invoice created for selected period.