Solution
Sales Management
From enquiry to dispatch without re-entering anything
Overview
Sales management covers the path from confirmed order to delivered goods: pricing rules, credit checks, stock allocation, dispatch planning and invoicing. Each step draws on the previous one, so an order is entered once and never re-typed.
Core Modules
Order Entry
Orders with live stock, customer pricing and credit limit checks.
Pricing Engine
Customer, category and quantity-based pricing with approval-gated overrides.
Dispatch Planning
Picking lists, packing slips and route-wise loading.
Invoicing
GST-compliant invoices generated directly from dispatch.
Sales Returns
Returns with automatic credit notes and stock reversal.
Performance Reports
Sales by product, customer, territory and executive with margin analysis.
Feature Highlights
- Customer-wise price lists
- Credit limit enforcement
- Partial and split dispatch
- Scheme and discount handling
- Order status tracking
- Target versus achievement
Why It Pays Off
Shorter order-to-cash
Removing re-entry cuts a day or more out of the cycle.
Protected margins
Pricing rules and approval limits stop unauthorised discounting.
Fewer disputes
Accurate documentation from order through to invoice.
Free consultation
Interested in Sales Management?
Tell us how your process works today. We will show you which parts this solution covers out of the box, and what would need customising.
- Response within one business day
- NDA on request
- Fixed-scope or retainer engagement