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Sales Module
From prospect to closure, manage your entire sales cycle in one connected system.
Sales Module
From prospect to closure, manage your entire sales cycle in one connected system.
Why teams choose this module
Configured without
code
Adapt forms, fields, and approvals quickly
Unified lead-to-cash
flow
Seamless movement from inquiry to invoice inside one ERP.
Real-time visibility
Monitor pipelines, inventory impact, and customer interactions live.
Automated approvals
Pre-built rules speed up quote and discount approvals.
Mobile-first sales
Field teams can create quotes, capture signatures and update orders on the go.
Sales Lifecycle (Lead → Cash)
Complete customer lifecycle in one system
Lead capture from web, campaigns, or imports.
Lead capture from web, campaigns, or imports.
Automated qualification and prioritization.
Opportunity tracking with probability and stages.
Quote creation, versioning and approvals.
Link orders to delivery and dispatch workflows.
Generate invoices from fulfilled orders.
Track collections and close the sale.
Core capabilities
- Centralized lead ingestion from web, campaigns, email, and imports.
- Opportunity stages with weighted forecasting.
- Activity timelines (calls, emails, tasks) attached to each lead.
- Nurture sequences and follow-up reminders.
- Create configurable quote templates and version history.
- Tiered pricing, promotions, and contract pricing rules.
- Automated discount thresholds and approval routing.
- Tax and freight calculations built into quotes.
- Convert quotes to orders with audit trail.
- Create and edit sales orders with stock and credit checks.
- Reserve inventory and backorder handling.
- Split shipments and partial invoicing support.
- Order status tracking and fulfilment notes.
- Integration with dispatch and warehouse processes.
- Single customer master with contact, credit, and terms.
- Segmentation and customer scoring for prioritization.
- Purchase history, open orders, and outstanding balances.
- Communication log (email, calls, notes) linked to accounts.
- Customer-specific pricing and contract management.
- Auto-generate invoices from deliveries or milestones.
- Credit notes, debit notes and dispute handling.
- Aging analysis and collection workflows.
- Revenue recognition rules and audit-ready trails.
- Integration with payments, bank reconciliation, and AR ledger.
- Territory and rep-wise dashboards with drill-downs.
- Pipeline health, win/loss and trend analysis.
- Forecast models with adjustable probabilities.
- Product and customer profitability views.
- Custom reports and scheduled exports.
Integrations & APIs
- Real-time posting of sales, taxes and receivables to finance.
- Auto-generation of journals for every invoice and receipt.
- APIs to integrate eCommerce, POS, telephony and marketing tools.
- Bi-directional sync for stock, orders and customer updates.
Automation examples (no-code)
route new leads by region or product line.
auto-escalate discounts beyond set limits.
create tasks and reminders when a quote is pending.
email alerts to finance and sales when receivables cross thresholds.
Role-based views
Sales rep
My leads, pipeline, calendar, tasks, quotations, orders
Sales Manager
Team pipeline, targets, approvals, forecast accuracy, top deals.
Finance Executive
Pending invoices, collections, revenue recognition, credit exposure.
Marketing Manager
Campaign-sourced leads, conversion rates, lead quality.
Operations / Warehouse
Orders to pick, fulfill, and dispatch status.
Customer Support
Customer order history, open tickets, warranty/returns data.
KPIs to track
Lead-to-opportunity conversion %
Quote hit rate and average discount
Sales cycle time (lead → order)
Forecast accuracy (planned vs. closed)
Revenue per sales rep
Days Sales Outstanding (DSO)
What does the Sales Module handle?
It handles lead capture, opportunity management, quotes, orders, invoicing, and receivables—fully integrated with inventory and finance.
Can I automate approvals and discounting?
Yes — set rules for auto-approvals or multi-level escalation without code.
Does it work on mobile for field sales?
Yes. Field sales can create leads, send quotes, capture signatures and update orders on mobile.
Is inventory impact visible at quote time?
Yes — stock availability, lead times and reservations are visible while quoting so promises are accurate.
Can we set customer-specific pricing and contracts?
Absolutely — support for contract pricing, loyalty rates, and special terms per customer.
Are reports customizable?
Yes — create dashboards and scheduled reports tailored to roles or KPIs.
See it in action — Book your personalized demo
We’ll connect your sales data, territories, and performance metrics to show how every lead turns into measurable revenue.
Email: sales@eresourceerp.com · Website: www.eresourceerp.com