Sales & Distribution
Sales & Distribution manages inquiries, quotations, orders, dispatch, and billing in a unified flow. It speeds up delivery, improves accuracy, and enhances customer experience.
Customer Master
Maintain complete customer records, pricing preferences, credit limits, and communication details for seamless sales operations.
- Centralized customer database
- Customer type & category classification
- Credit limit & outstanding tracking
- Customer-specific pricing & terms
- Documents & communication history
Sales Inquiry
Capture and respond to customer inquiries efficiently to improve conversion and enhance customer engagement.
- Inquiry logging & tracking
- Customer requirement capture
- Quotation suggestion & follow-ups
- Priority tagging (Hot / Warm / Cold)
- Inquiry-to-quotation conversion
Quotations
Create professional quotations with accurate pricing, taxes, discounts, and terms to improve sales conversion.
- Quotation creation with templates
- Customer-specific pricing & tax rules
- Multi-currency & multi-tax support
- Approval workflow for quotes
- Quotation-to-order conversion
Sales Orders
Convert approved quotations into sales orders and track fulfillment across production, dispatch, and invoicing.
- Order creation with pricing rules
- Delivery date & availability check
- Partial & complete delivery handling
- Automatic job/production linking
- Sales order lifecycle tracking
Delivery & Dispatch
Ensure timely customer deliveries by managing dispatch schedules, logistics, packing lists, and shipping documents.
- Delivery schedule planning
- Packing list & dispatch document generation
- Logistics allocation & tracking
- Partial & consolidated dispatch support
- Proof of delivery (POD) capture
Invoicing
Generate accurate invoices directly from dispatch records with taxes, discounts, and compliance built-in.
- Auto-invoice from delivery notes
- GST/VAT/tax rule automation
- Multi-currency & multi-tax support
- Advance, part, and final invoice options
- Ledger & accounts integration
Sales Returns
Handle returned goods with full tracking, credit notes, and stock adjustments to maintain accuracy and customer trust.
- Return note creation
- Defect/reason capture
- Credit note generation
- Replacement or refund tracking
- Inventory update & reconciliation