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Sales Management
Quotations | Sales Orders | Credit Limit verification | Summary Invoicing
Septa AgilePlus Sales Management module comprises of contact management and sales order processing. It takes care of the processes of order entry, order tracing, pricing, invoicing, etc.
Key Features
- Enquiry registration and follow-up
- Generates multiple quotations
- Multiple Price level settings based on cost, list price and customer wise
- Discount options
- Converts selected or entire items of a quotation to sales order
- Facility to copy Sales order
- Credit limit verification for sales orders
- Keeps multiple customer contacts
- Provides options to enter notes and attach documents for each order
- Printing packing list feature
- Pending Sales order and delivery tracking
- Prepares delivery note from multiple sales orders
- Invoice generation based on sales order/delivery notes
- Support direct invoicing without sales order or delivery note
- Summary Invoicing
- Sales history by product and by customer
- Integrates to accounts receivable and inventory control
- Allow bundling of items
- Customer wise item code description, barcode, unit sales rate etc.
Other Modules
