Sales Management

The functions of SALES software in ERP will rotate sequentially through the following steps: Sales forecast -> Price policy -> Quotation -> Orders -> Revenue/collection plan -> Request production/purchasing -> Inventory tracking -> Delivery request -> Prepare goods/packaging -> Sales invoice -> Delivery -> Collect payment.

1. Sales Forecast: forecast future orders, it is also possible that these orders have been determined or have not been determined, based on the annual growth rate to forecast sales, you can understand this Forecast is the future Similar to registered sales targets.
2. Customer Pricing: This function helps businesses issue a general selling price policy for the company. Sales people only need to choose the item to sell, the selling price is fixed and cannot be changed, avoiding inconsistent quotes. On the other hand, some businesses that set prices still allow price adjustments, but not below the issued price depending on each business's policy.
3. Estimate: Quote customers, in this step you can manage potential customer information, expected sales, success rate, expected date of signing,...
4. Customer Order/ Sales Order: Order: this step is after the customer agrees to the quote, the system will copy the accepted quote into an order, then add more information such as delivery conditions, acceptance, payment for the order, and record sales for the company.
5. Revenue Milestone/ Invoice Milestone: plan acceptance milestones and invoices. Based on these milestones, the system will plan revenue and collect money for each order.
6. Job Order/ Purchase Order: Depending on the type of company's activities, you can use the function to create a production order (Job Order) for businesses that produce products or create a purchase request (Purchase Order) for commercial businesses. just buy and resell.
7. Production Management/ Warehouse Management: Monitor production and product inventory. If a business's ERP application includes production and warehouse management, it will be able to track production progress and inventory ready to be delivered to customers. Helps businesses track order progress according to customer requests.
8. Delivery Order: To request delivery according to the contract schedule, the order dispatching department will make a delivery request, including delivery information such as product to be delivered, quantity, which order, to whom, where, and when to deliver, fully entered into the system.
9. Pick/Pack: prepare goods, label and package according to required specifications.
10. Invoice: issue sales invoices, enter sales invoice information, and invoice documents are often sent with delivery notes to customers. In this step, it will be shown which invoices are issued according to the planned invoice milestones, thus managing the revenue plan and actual revenue.
11. Order Shipping: deliver goods to customers, update delivery information, enter additional information such as vehicle number, or transport ship number. Record the delivery completion date.
12. AR payment: Collect money from customers, enter the customer's payment information corresponding to which invoice, and also clearly indicate which payment milestone is collected for the planned payment milestone, thus managing the payment plan and reality. pay.
13. Customer Interaction: interacting with customers. In this function, you can record conversations with customers, so you can track the history of conversations with customers and manage customer care.