With the Sales Module you can create and manage Quotations and transfer them to Sales Orders. Track your Quotations and control your conversion rates.
- Manage your sales team, and convert quotations to sales orders.
- Follow-up your quotations and share meeting information, logs of calls, sales task etc…
- You are able to convert quotations to sales orders in one click without retyping all information.
- The sales module provides an email gateway and leads are automatically created through web-services, incoming mails and marketing campaigns.
- You can set discounts for a specific customer or use defaults based on partner type. When you create an invoice you apply the discount in a single click.
- Different price levels can be configured based on the type of end customer. Select the pricing rule for the customer and the price on the quotation will be filled accordingly.
- Store your own private notes on each customer or suppliers
- Your email correspondence can be linked to your leads, opportunities so that you get a complete overview on all correspondence with your customer..
- Payment conditions are entered automatically based on general conditions or customer specific settings. Discounts can be entered on line entries.
- Taxes are automatically computed. Entries are fast, and once all products are entered the quotation can be saved or sent for approval.
- The sales order can than be converted into an invoice or purchase order for further processing.
- You can easily see whether a sales order has been paid and delivered.