Operations

Sales Management

Show how a customer order moves from the sales team into approval and fulfilment.

Sales ManagersTeam LeadersBDOOrder Bookers

What it is designed to manage

Features

Customer ManagementAvailable
Maintain assigned customers and their authorized business context.
Sales Quotations (Multiple Revisions)Available
Keep quotation revisions and their approval history.
Quotation ApprovalAvailable
Route the chosen quotation revision to the assigned approver.
Sales OrdersAvailable
Turn an approved customer request into a controlled order.
Delivery ManagementAvailable
Connect the order to warehouse dispatch and transport handoffs.
Sales Invoicing (Issue / Cancel / Audit)Available
Manage invoice lifecycle through assigned issue/cancellation rights and audit.
Customer ReturnsAvailable
Route eligible returns through the required warehouse and finance review.
Sales Reports & AnalyticsAvailable
Review assigned team, customer and order activity.
Export to PDF / ExcelAvailable
Provide permitted sales reports/documents in their appropriate export formats.
Integration with Warehouse & AccountsAvailable
Carry source-linked stock and financial handoffs across departments.
Configurable sales responsibilities across region and branch teamsAvailable
Customer and order-booking contextAvailable
Approval handoff before fulfilmentAvailable
Order visibility across assigned sales rolesAvailable

Sales

Support configured region, branch and sales-team responsibilities.

Order booking

Record assigned orders and follow their authorized approval and fulfilment progress.

Each person only sees the modules and records their role allows.

A practical view of the process

Connected departments