Selling Module
Accelerate your sales process with streamlined customer, quotation, and order management
Comprehensive Sales & Customer Management
The Selling module equips your team to manage leads, customers, quotations, orders, invoices, and sales analytics with ease and efficiency.
Dashboard
Monitor sales activities, pipeline, and team performance in real-time.
Customer Entry
Maintain a comprehensive database of your customers and their details.
Quotation
Create, send, and track quotations for leads and customers.
Sales Order
Manage sales orders, fulfillment, and delivery schedules efficiently.
Sales Invoice
Generate and track sales invoices for accurate billing and receivables.
Blanket Order
Manage long-term sales agreements with scheduled deliveries and billing.
Module Details
1Dashboard
Get a real-time overview of your sales pipeline, targets, and team performance.
Key Features:
- Customizable sales widgets
- Sales funnel visualization
- Target vs achievement tracking
- Quick links to sales actions
2Customer Entry
Centralized management of all customer profiles, contacts, and history.
Key Features:
- Customer onboarding
- Contact and address management
- Sales history tracking
- Segmentation and tagging
3Quotation
Create, send, and manage quotations with approval workflows and status tracking.
Key Features:
- Quotation templates
- Version control
- Direct email to customers
- Quotation to order conversion
4Sales Order
Manage sales orders, fulfillment, and delivery with integrated workflows.
Key Features:
- Order approval workflows
- Delivery scheduling
- Order tracking
- Integration with inventory
5Sales Invoice
Generate and send sales invoices, track payments, and manage receivables.
Key Features:
- Custom invoice templates
- Automated reminders
- Payment status tracking
- Tax and discount management
6Blanket Order
Handle long-term sales agreements with scheduled deliveries and billing cycles.
Key Features:
- Agreement tracking
- Scheduled order releases
- Automated billing
- Status monitoring
7Sales Partner
Manage sales partners, their targets, and calculate commissions automatically.
Key Features:
- Partner onboarding
- Commission calculation
- Performance analytics
- Partner-wise reporting
8Sales Person
Assign salespersons to leads and orders, and monitor their performance.
Key Features:
- Salesperson targets
- Performance dashboards
- Commission tracking
- Activity logs
9Point of Sale
Integrated POS for fast and efficient retail sales transactions.
Key Features:
- Barcode scanning
- Receipt printing
- Cash and card payments
- Real-time inventory updates
10Items and Pricing
Manage product catalog, price lists, and discounts for all sales channels.
Key Features:
- Centralized item master
- Multiple price lists
- Discount management
- Bulk price updates
11Reports
Generate and schedule detailed sales, customer, and performance reports.
Key Features:
- Sales pipeline reports
- Customer analytics
- Custom report builder
- Export to Excel/PDF
Selling Features
End-to-End Sales Management
Handle every step from lead to payment in a single platform.
Customer Relationship Management
Centralize customer data and interactions for better service and retention.
Quotation & Order Automation
Quickly generate quotations and convert them to orders with minimal effort.
Sales Analytics & Reporting
Gain insights into sales performance and trends to drive growth.
Integrated POS
Sell directly to customers with a fast, user-friendly point of sale system.
Sales Team Management
Assign targets, track performance, and manage commissions for your sales team.
