Selling

Provides a range of tools to manage customer interactions, quotes, orders, invoices, and more. It allows you to create a centralized database of customer information, including contact details, order history, and customer-specific pricing. With the sales module, you can create and manage quotes, convert quotes into sales orders, and track sales order status.

Selling

Sales Reports

View and analyze sales data in different perspective to gain insight into your sales performance.

Sales analytics report provides a comprehensive overview of your sales performance by providing data on important metrics such as revenue, customer behavior, sales trends, and much more. This report helps you to analyze and make informed business decisions by presenting the sales data in an easy to understand visual format. You can customize the report based on various filters such as date range, item, customer, territory, salesperson, and more.

The sales funnel report is a visual representation of the various stages involved in the sales process and the number of opportunities at each stage. It shows the status of each sales opportunity as it moves through the stages of the funnel, from lead to closing.

Sales Order Analysis Report is a tool that provides insight into sales order performance and trends. This report allows you to analyze data related to sales orders such as order value, order quantity, customer name, salesperson, item, and date range. This information can be used to evaluate sales performance, identify trends, and make data-driven decisions to improve sales and increase revenue. The report can be customized based on various parameters and can be generated as a table, chart, or both.

Customer Portal

The customer portal also enables customers to track delivery status of their orders, view invoices, and make payments online. The customer portal helps in improving communication and providing a better experience for the customers, making it a valuable tool for companies to strengthen their relationship with their customers.