Sales Module

Sales Module

Sales Module

Sales Module

Sales Order Tracking

  • Procurement for each item in the sales order is closely tied directly or through BOM/Indents for close tracking of the material flow for fulfiling the Sales Order
  • Complete material tracking agasinst each item including
    • Purchases
    • Issues
    • Issues to Vendors
    • Returns From Vendors
  • Finally to get the material cost for the item
  • Check out our time schedule for order tracking implementation plan
  • Production process is tied to the get realtime update on the progress
  • Delays and estimated delivery dates are reported on realtine basis
  • Costing of all the labour and resources consumed for delivering the order
  • Sales Invoices and all the payments received are tagged to each Sales Order to track Recivables
  • All debits and credt for a sales order are rolled up at the Customer/Client level to get overall Accounts Receivables
  • Ability to get all the cost and revenue for a Sales Order and profitability at Sales Order level

Sales Order

  • Custom Order Details - based on your business needs capture various customer details
  • Barcode Support - each order can have a barcode that can be tracked with the invoices
  • Receive & Track multiple payments on an order
  • Scan and attach documents
  • Bulk Orders & Period or subscription Orders
  • Collaborative comments, Branded Order as PDF
  • Text and/or Email alerts

Sales Invoice

  • Choice of Price Master
  • Multi level discounts trackable upto Balance Sheet
  • Taxes, Duties and Cess computed automatically from Product Master
  • Custom Charges
  • Multiple receipts
  • Multi currency support on the payments
  • Terms & Conditions

Rate Contract

  • Customer wise contracts
  • Product wise contracts
  • Period based contracts
  • Manage sales invoices from contracts
  • Ageing invoices — integration with finance module

Sales Quote

  • Manage Request for Quote
  • Track Sales Lead product/quote
  • Manage Price per customer per period
  • Auto generate sales invoice

Hire Purchase

  • Payment schedule calendars
  • Build and manage Guarantor Base
  • Track with Interest Suspense or Cash Price method
  • Manage penal interest and penal fees by posting it to the finance books


  • Cash & Credit Sales
  • Gift vouchers and Coupons
  • Optional inventory check - need inventory module
  • Optional barcode tracking on batch or lot numbers, again need inventory module

Sales Lead

  • Leads for the business
  • Track the leads data on various sales campaigns and promotions
  • Track the status of leads, till their conversion
  • Attach tasks and documents to sales leads for further action by operators
  • Send SMSs and e-mails to selected leads.
  • Product Catalog & Price Master - import product catalog, categories, assign taxes, duties and cess. Period wise price master and discount master can be loaded at any time
  • UOM Calculator - on the fly unit of measure calculations - convert from one unit to another unit
  • Credit and Debit Notes - generate item wise credit or debit note
  • 2 Step Approval for all transactions - Sales executives or counter professional can use the system and create all the voucher/invoice while a senior accountant or manager can review, make changes if needed and approve them
  • Role based access control and system audit trails - The access to various transactions is very fine grained and can be controlled at each small transaction level for each user
  • Personalized Stationary - Invoices, Bills and Orders can be customized and branded with your stationary needs. Generate PDF files, notify by email or Text
  • Customer Login - Create logins for all your customers to view their invoices and payments
Sign up for a free demo and experience the actual system.
Download sales module brochure as a PDF file.
Read more on sales module scenarios on how to use it.
Get price quote for sales module.