Customer Database enables the enterprise to track information related to a customer instantly. It requires each customer to be associated with a Company, Division and a Salesman
Sales & Trading
Customer Database enables the enterprise to track information related
to a customer instantly. It requires each customer to be associated with
a Company, Division and a Salesman
Salesman database allows the enterprise to enlist details about their
salesmen and associate them with each of their customers present in
the Customer database.
Items database stores essential information regarding the
items/services traded or consumed by an enterprise.
Price Listscan be created using the system, containing Prices
corresponding to each Item. These list can be associated with a group of
Expense database stores the list of expenses related to the sale and
trading of the items.
Sales schemes can be updated into the system and proper invoicing can
be done accordingly. A sales scheme could include discounted prices on
various items or an extension of Credit Time limit.
Target Management allows the enterprise to define various Sales Target
for the Salesman of the company.
Target tracking the various sales targets/goals defined by the enterprise
can be easily tracked using the system. The dashboard of the system also
showcases the current status of the target and individual target status of
each salesman and item.
Sales Quotations can be created by salesman very easily using the Sales
Order feature of the system. It allows a Customer to place an order for
particular quantity of items.
Sales Invoice generated by the enterprise allows the customer to accept
the Sales Order. It can be of two types- Credit Sales Invoice or Cash Sales
Invoice based upon the customer’s mode of payment.
Delivery Note is given to the customer along with the Sales Invoice while
delivering their Sales Order
Sampling Invoice can also be created by the salesman against the items
given to the customer as samples. This can help the enterprise track all
the samples that are provided to the customers for promotional
Export Sales Invoices can also be separately recorded in the system.
Discounts provided to the customer can also be recorded in the system
separately. This would help the Marketing Executives to better manage
their promotional campaigns.
Debit Note can be generated in the system against all the amounts due
by the customer.
Sales Return are a major bottle neck while managing customer sales.
The system provides a better accountability for Sales return and
managing facility to the enterprise.
Credit note corresponding to the Sales Returns can be generated by the
salesman to manage payments against Sales Returns.
Document reversal option allows the Salesman to create a Sales Invoice
corresponding to a Sales Order already recorded in the system. It allows
them to create a Sales Invoice corresponding to a Sales Return entry.