Description

CRM SALES
Sales CRM software systems simplify the process of lead nurturing. Both administrative tasks and data organization are automated, so you can spend less time on data entry and focus more on building meaningful relationships with prospects.
CRM
- Activity Types
- Opportunities
- Pipeline
- Lost Reasons
- Stages
- Tags
- Sales Teams
- Import & Synchronize
- Leads
- Reporting
- Activities
- Sales
- Customers
- My Pipeline
- Team Pipeline


SALES
- Sales Orders
- Activity Types
- Sales Teams
- Pricelists
- PRO-FORMA Invoice
SALES HISTORY OF PRODUCTS
- Sales history of products from Sales Order Line Product sale history button in sale order line
- which allow users to view the sale order history of the specific product for the customer


SALE DISCOUNT ON TOTAL AMOUNT
- Select ‘Percentage’ from Discount type and give discount percentage as Discount rate
- Select ‘Amount’ from Discount type and give discount amount as Discount rate
- System will update the value of Discount and Total
PREVIOUS SALE/PURCHASE PRODUCT RATES
- Previous sale price history
- Previous purchase price history
- Provide product’s previous prices in product page


SALES AND WAREHOUSE MANAGEMENT
- Shipping: Choice of delivery at once or partial delivery
- Invoicing: choose how invoices will be paid Incoterms: International Commercial terms
- After-Sale
- After-Sale/Invoicing
SALES MARGIN REPORT
- Sales Margin Report
CONTACT FORM
- Contact Form
TOTAL SALES AND PURCHASE OF THE PRODUCT
- Total Sales and Purchase of the Product
CUSTOMER SEQUENCE
- Unique Customer Code
PRODUCT SALE REPORT GRAPH VIEW
- Sale reports of individual products in graph view
SALES EXPENSE
- Quotation, Sales Orders, Delivery & Invoicing Control
SALE PROCUREMENT GROUP BY LINE
- Sale Procurement Group by Line
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