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Sales & Order Management
From first lead to booked order—on one connected system. Qualify leads, convert to opportunities, quote, negotiate, and book orders with real-time pricing, calendars, tasks, communications, and van sales—all in one place.
Why teams choose this module
Configured without
code
Adapt forms, fields, and approvals quickly
Real-time control
Price lists, inventory, and credit checks at the point of sale
Field force ready
Order booking on-site and van sales with instant confirmations
Faster time to value
Proven templates help you go live in weeks
Single source of truth
Leads → quotes → orders → fulfillment → AR
End-to-end flow (Lead → Order → Cash)
Complete customer lifecycle in one system
Capture lead
Web forms, campaigns, partners, imports, APIs
Qualify & assign
Score, territory/owner, next steps
Convert to Opportunity
Carry contacts, needs, probability
Create Quotation
Price list, discounts, taxes, validity
Negotiate & approve
Web forms, campaigns, partners, imports, APIs
Book Sales Order
Convert quote to customer Account + SO
Fulfill
Allocate, pick/pack/ship or van delivery
Invoice & collect
AR, receipts, dunning, ageing
Core capabilities
- Lead capture & dedupe: web forms, CSV, marketplace/API, campaign sources
- Qualification & routing: scores, tags, territories, auto-assignment
- Opportunity progression: stages, probability, expected value & close date
- Calendar & tasks: meetings, reminders, follow-ups tied to the record
- Communications timeline: email/SMS/WhatsApp logging, templates, @mentions
- Price-list driven quotes: base/regional/customer pricing, multi-currency
- Commercial controls: discount thresholds, validity, tax & freight rules
- Versioning & redlines: compare revisions; maintain history
- No-code approvals: route by amount, discount, product, or customer segment
- Documents: branded quotation PDFs with terms & conditions
- One-click conversion: approved quote → Account + Sales Order
- Checks at booking: ATP/CTP, credit limits, delivery windows
- Reservations & backorders: partial fulfill, prioritize by promise date
- Customer docs: order acknowledgment, proforma invoice, confirmations
- Hierarchical price lists: base, regional, channel, customer-specific
- Rules & overrides: quantity breaks, bundles/kits, promo codes, seasonal pricing
- Effective dating: future prices, start/stop windows
- Taxes & duties: per region and item class; country packs supported
- Sales calendars: day/week/month views; team & territory filters
- Tasks & SLAs: auto-create follow-ups; escalations and reminders
- Conversation history: emails, calls, chats, and files in one thread
- Mail merge & templates: consistent messaging from quotes to orders
- On-site order booking: live price lists and inventory; configurable forms
- Van stock & invoicing: treat the van as a mobile warehouse; cash/credit sales
- Proofs & receipts: e-signatures, e-receipts, and delivery notes
- Returns & exchanges: GRN at van, reason codes, instant stock updates
- Performance views: visit counts, conversion rate, order value trends
- Segmentation: territory, industry, lifecycle stage, RFM, or custom attributes
- Campaign builder: email/SMS/WhatsApp templates and drip sequences
- Attribution: UTM/source tracking; first-touch vs. last-touch ROI
- Automation: score thresholds → assign owner + create task + calendar slot
- Sales performance: pipeline, forecast, won/lost, quota vs. actuals
- Order intelligence: fill rate, OTIF, backorder age, cancellations, returns
- Pricing & revenue: discount usage, price waterfalls, revenue by product/region
- Activities & productivity: response times, task closure, meeting cadence
- Self-service analytics: drag-and-drop widgets; export to Excel/PDF
Integrations & APIs
- Order sync: pull online orders; push fulfillment status & tracking
- Catalog & price sync: publish products and price lists to channels
- Customer/tax mapping: addresses, taxes, payment terms aligned
- Lead forms: embed on your site; captcha and double opt-in supported
- Webhooks: instant lead push to ERP; auto-acknowledgement to the prospect
- Chat & callback: 'request a call' and chat transcripts linked to the lead
Automation examples (no-code)
If source = ‘Website’ & region = ‘West’, assign to ‘Team West’ and create a call task in 2 hours
If discount > 15% or order value > threshold, route to Manager; auto-expire in 7 days
If stage ‘Negotiation’ > 5 days with no activity, notify owner and schedule follow-up
When van stock < min, auto-create transfer order for next dispatch
Role-based views
Sales rep
My leads, pipeline, calendar, tasks, quotations, orders
Sales Manager
Team forecast, quota, approval queue, campaign ROI
Customer Service
Order status, delivery exceptions, returns, communications
Finance
Credit holds, invoicing status, collections, ageing
Operations
ATP/CTP, allocations, backorders, OTIF
KPIs to track
Lead-to-opportunity conversion %
Quote hit rate and average discount
Sales cycle time and forecast accuracy
Fill rate / OTIF and backorder age
Gross margin % by product/region
Field conversion rate and average order value
Frequently
Asked Questions
Get answers to common questions about Sales & Order Management
What's the difference between a Quotation and a Sales Order?
A Quotation is an offer (prices, terms, validity). A Sales Order is a confirmed commitment used to allocate inventory, plan fulfillment, and invoice.
Can we keep our approval rules?
Do you support multi-currency and regional taxes?
Yes—price lists and tax packs handle currencies and region-specific taxes/duties.
How do van sales work?
Treat the van as a mobile warehouse—book orders, issue invoices/receipts, and adjust stock in real time.
See it with your data — Book a guided demo
We’ll map the flow to your products, territories, and price rules.
Email: sales@eresourceerp.com · Website: www.eresourceerp.com