Sales and customer system
Linking with the production and costs system through the possibility of making a production request for a specific product or a specific quantity in the event that it is not available during the sale
Sales and customer system
The most important features:
- Manage everything related to sales operations, including offers, requests, sales, returns, and analytical reports, while reviewing sales statistics in various forms
- Defining and classifying customers with a strong database with detailed data on each customer
- Analyzing customer debts and tracking sales and collections with reports Quick and detailed. Linking with the accounts system in a way Strong and fast.
- Linking with the production and costs system through the possibility of making a production request for a specific product or a specific quantity in the event that it is not available during the sale
client
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user
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project
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branch around the world
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Sales and customer system tasks
- Follow up the profitability of the items.
- Follow-up linking (price quotations, buying or selling orders, and exchange or addition permissions) and matching them Possibility of linking the customer to (the representative of the region – a specific classification).
- Monitoring customer debts at the level of (customer – sales area – classification – representative).
- The possibility of the customer being a customer and a supplier at the same time with viewing the report separately or in aggregate Building a complete customer database (personal, financial, administrative, tax data).
- Determine a grace period, credit limit, and discount rate for each customer separately.
- Recording administrative procedures such as sales orders and quotations – issuing invoices. The possibility of determining the discount rate for the customer
- Recording administrative procedures such as sales orders and quotations – issuing invoices.
- The possibility of determining the discount rate for the customer for each category separately.
- Special rates for customers. sale Possibility of issuing an invoice for more than one exchange permit.
- The ability to add the logo at the head of the invoice, as well as the ability to add a special section for approval and signatures at the bottom of the invoice. Determine more than one price list such as: retail, consumer, wholesale
- Definition of different types of discounts such as fixed or variable percentage discount or value. Issuing a detailed and total statement of account to the customer.
- An infinite number of customer names and customer ratings. Sales analysis (quantities and values) – Follow-up direct profitability of products.
- At the level of clients and groups.
