iXERP sales module (Cloud ERP Sales) provides comprehensive sales functions and workflow steps for all sales operations, it guides all sales process and workflow to the standard organisation process.

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Customers Settings

Flexible customers settings and grouping, with full integration with inventory module, general ledger module and cost centres module, customise customer accounts and currency and what tax type they are eligible to with multi-currency handling with dated exchange rate.

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Customers Information

Keep all customers information in one place with full details about branches, employees, contacts, job title, phone numbers, tax card discount percentage and much more other useful information to be used as your contact management CRM.

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Rules and Control

Put some control and guidance on your customers by defining some options like the type of price list and credit limit, selling zone and the salesman responsible for this customer.

Sales Process

Sales process control starting from quotation and sale order till invoice and collection with integration with delivery process whether partial delivery or full delivery for inventory items.

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Sales Types

Selling different types of products and services with different tax rates in the same invoice or separate invoices is too easy with iXERP sales module, we got you covered in these types of operations with no mistakes.

Customer’s Accounting

Full customer’s accounting using several features like customer credit limit and invoice’s ageing, full tracking of customer payment and due invoices with full control of banning action and applied on all branches immediately.

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Sales Transaction

Whether you are selling online or using multi-channels like POS, you are still able to keep all your sales transaction data in one place to integrate with other modules like the general ledger and for reporting and analytics purposes like tax reporting, through iXERP integration tools and data import.

Logistics

Cover and control the full process of sales logistics with iXERP sales module integration with inventory and logistics modules for products delivery and shipping to customers whether you are using your company delivery people or outsourced shipping company.

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Sales Monitor

Monitor customer transaction live in all branches with comprehensive dashboard and reports to cover all aspects like customer balance and customer statement and ageing reports and much more.

Categories: iXERP Features