This application allows you to manage your sales goals in an effective and efficient manner by keeping track of all sales orders and history.
It handles the full sales workflow:
- Quotation -> Sales order -> Invoice
Preferences (only with Warehouse Management installed)
If you also installed the Warehouse Management, you can deal with the following preferences:
- Shipping: Choice of delivery at once or partial delivery
- Invoicing: choose how invoices will be paid
- Incoterms: International Commercial terms
You can choose flexible invoicing methods:
- On Demand: Invoices are created manually from Sales Orders when needed
- On Delivery Order: Invoices are generated from picking (delivery)
- Before Delivery: A Draft invoice is created and must be paid before delivery
The Dashboard for the Sales Manager will include
- My Quotations
- Monthly Turnover (Graph)
Download the file for your platform. If you're not sure which to choose, learn more about installing packages.