Sales Module
Efficiently manage customer data and sales processes with these powerful features:
- Comprehensive Customer Database:
- Attributes include customer name, phone number, email, location, building number, and type (individual or company).
- Google coordinates and accounting details like receivables and credit limits are tracked.
- Salesperson and sales team linked to the customer for personalized service.
- Customer Support Tools:
- Log calls and integrate SMS/email communication.
- Generate activity summaries for inquiries, orders, invoices, and deliveries.
- Sales Order Management:
- Easily create quotations and sales orders.
- Confirm sales orders to trigger job processes automatically.