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Sales Management

Sales management Module in eresource ERP system is can be termed as one of the important modules since it handles the sales order management. The module allows the user with effective management of the sales department. This module enables effective management of sales department. User can easily create a new sales order. The modules also helps in generating a new sales orde and the user can filter the order as per the requirement. Sales management module is also inter linked with clients’ emails to send invoice directly.


The module helps you to:

Understand Customers Requirement,
Improve and Retain (through better customer experience) Your Customers
Attract and Acquire New Customers
More Business from existing Customers
Increase in Revenue
Cost Reduction
Increased Profitability


Sales Lead

A Sales Lead is a prospective consumer of a product or service shows interest and provides business opportunity through a qualification process. In other words, a Sales Lead is a potential sales contact which gets created for further business gains. A sales lead is not a sales prospect; further qualification of the lead is necessary to determine intent and interest.

Once Enquiry is done:
  • A Sales Lead is identified, and
  • Placed into Sales Pipeline

Using the Leads sale's professionals:
  • Send Emails
  • Provide Direct Marketing Material, and
  • Make outbound sales calls

Sales Enquiry

An individual or a company that responds to marketing content by making an enquiry for our product or service is a Sales Enquiry. A genuine Sales Enquiry must contain the contact and other details of the individual or the company.

Contact Information is:
  • Name
  • Title
  • Company Name
  • Email Address
  • Phone Number
  • Mobile Number, and
  • Other relevant information.

Businesses gain access to Sales Enquiry through various marketing activities.

The Sales Process begins with when an:
  • Inquiry is Received
  • Then sent for Qualification purpose.

Sales Enquiry Short Close

Partially sales enquiries against product are closed here.

Sales Enquiry Quotation

Here you can create quotation against sales enquiry including transaction type, transaction number, transaction date, client name etc.

Sales Enquiry Cancellation

For cancellation of enquiry, this form is used.

Sales Proforma Invoice


A Proforma Invoice is a preliminary bill-of-sale that outlines and gives customer an idea of how much a certain number of goods or services will cost in advance of a shipment or delivery.

A Proforma Invoice is a request for payment, generally for goods or services which will be provided once payment has been received.

Performa invoice is sent before the Commercial Invoice to receive advance payment from buyer.

The seller and the buyer will not record this as “Accounts Receivables” or “Accounts Payables” in their respective accounts.

Once the customer has made the advance payment against the Proforma Invoice, then it can be converted to a “True Invoice”.

The Sales Process reaches a stage, where:

1 Purchase Order is booked as Sales Order
2 Proforma Invoice is sent
3 Advance Payment is received enabling deliveries of Goods or Services to the customer

Sales Quotation

Sales Quotation allows a prospective buyer to see what would be the costs for the product or services they have enquired.

Sales Quotation is a formal statement of promise to the prospective customer by the potential supplier to provide:
  • Goods or Services required
  • At specified prices, and
  • Within a specified period.
  • Having specific Terms & Conditions

The Sales Process moves ahead from Enquiry to the next level when:
  • A Request for Quotation is received
  • Followed by sending the Quotation by Email or Courier And
  • A subsequent follow up with the prospective customer begins for the Purchase Order.

Sales Pending Quotation

Here all pending quotations are summarized. When required then you can make quotation for the enquiry.

Customer Complaint Log

Here all customer complaints against sales of product are stored.