Sales Management
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1 Customer Management:
Comprehensive customer master data management.
Support for multiple contacts and addresses per customer.
Capability to manage both individual and company customers.
Flexible sales price lists tailored to customer segments.
Customer payment terms integrated with ledger accounts.
2 Sales Leads and Opportunities Management:
Efficiently capture sales leads through user entry or email.
Convert sales leads into opportunities with ease.
Advanced opportunity follow-ups to maximize conversions.
Track sales team activities and manage calendars effectively.
3 Quotations and Sales Orders:
Prepare quotations based on specific printing dimensions.
Seamless conversion of quotations into sales orders.
Direct creation of manufacturing orders from sales orders.
Email quotes and orders directly from the system.
Configure multiple delivery and invoice addresses.
Global and item-specific sales discounts.
Customizable sales approval levels.
Integration with accounts and inventory systems.
Maintain detailed sales activity logs and history.
Generate insightful sales analysis reports.
4 Jobs and Products Management:
Comprehensive product master configurations.
Create bills of materials to define finished products.