Selling ERP Solution
Selling covers sales operations like quotations, orders and delivery tracking
Sales
Quotation
A quotation is an estimated cost of the products/services you’re selling to your future/present customer.
Sales Order
A Sales Order is a confirmation of an order from your customer.
Blanket Order
A Blanket Order is an order from a customer to supply materials for specific items over a period of time at pre-negotiated rates.
Sales Analytics
You can view your company’s sales performance, analyze sales data in different views to see the sales performance.
Sales Partner
Sales Partners are people or companies that assist you in getting business.
Setting up Sales
Selling Settings
Selling Settings is where you can define properties and validations which will be applied to the masters and transactions involved in the sales cycle.
Item Price
Item Price is the record in which you can log the selling and buying rate of an item.
Shipping Rule
Using Shipping Rule you can define the cost for delivering the product to the customer the supplier.
Product Bundle
A Product Bundle is a master where you can list existing items which are bundled together and sold as a set (or bundle).
Sales Taxes and Charges Template
Sales Taxes and Charges may be applied to any item you sell.
Advanced
Selling in Different UOM
You can have multiple sell price UOMs for any inventory item.
Adding Margin
User Can apply the margin on Quotation Item and Sales Order Item. The system will apply the margin on quotation item and sales order item if pricing rule is enabled.
Drop Shipping
Drop shipping is a supply chain management technique in which the retailer does not keep goods in stock.
Shipping Rule
Shipping Rule master helps in defining a rule based on which shipping charge is applied on a sales transactions.