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The sales module within eresource On-Demand is a powerful tool that empowers businesses to streamline their sales processes, enhance customer relationships, and drive revenue growth. Whether you are in the realm of manufacturing, distribution, or services this module provides a comprehensive solution to optimize your sales operations.
Sales Enquiry
The Sales Enquiry module in eresource On-Demand serves as the initial point of interaction with potential customers.
- The process begins with the Sales Enquiry, where prospective customers express interest in your products or services.
- Enquiries are recorded in the system with relevant details such as customer information, product specifications, and inquiry date.
Sales Quotation
eresource On-Demand's Sales Quotation module streamlines the process of creating and managing quotations for products or services.
- Once an enquiry is received, the system allows for the creation of sales quotations.
- Quotations include pricing details, terms, and any special offers or discounts.
- Quotations can be generated quickly, with the flexibility to customize pricing for different customer segments.
Sales Order Creation
Sales Order Creation in eresource ERP marks the transition from a quotation to an official sales order. The system ensures that all relevant information, such as product quantities, delivery schedules and billing details are captured accurately enabling seamless order processing.
- When a customer accepts a quotation, a sales order is generated directly from the quotation.
- The sales order captures all the necessary information, including product quantities, delivery schedules, and billing details.
Inventory
The Inventory Check module plays a crucial role in confirming product availability before order processing.
- The system performs real-time inventory checks to verify product availability.
- Users can confirm order fulfillment based on current stock levels, helping prevent overcommitment of products.
Credit Check and Approval
eresource ERP's Credit Check and Approval feature safeguards against excessive credit usage.
- A credit check is performed to ensure the customer's credit limit is not exceeded.
- Authorizations can be required for orders that surpass predefined limits.
Order Confirmation
Order Confirmation finalizes the sales order, triggering the commencement of order processing activities.
- Once the order passes all checks and approvals, it is confirmed.
- Confirmation triggers order processing, including picking, packing and shipping preparations.
Picking and Packing
The Picking and Packing module optimizes the process of preparing ordered items for shipment.
- Orders are picked from the warehouse based on the order details.
- Products are packed securely, with shipping labels generated for easy identification
Shipping and Delivery
eresource ERP allows businesses to select preferred carriers and shipping methods for efficient order delivery.
- The system allows for the selection of preferred carriers and shipping methods.
- Delivery schedules and tracking information can be communicated to customers.
Invoice Generation
The Invoice Generation module automates the creation of detailed invoices based on confirmed sales orders.
- Invoices are generated automatically from the confirmed sales order.
- Invoices include all relevant order details, pricing, taxes, and payment terms.
- Multiple invoice formats are supported to meet specific customer requirements.
Payment Processing
eresource ERP's Payment Processing module manages various payment methods and ensures timely receipt of payments.
- The system manages payment processing, including online payment gateways, bank transfers, and checks.
- Payment receipts are recorded and linked to the respective invoices.
Sales Order Fulfillment
Sales Order Fulfillment in eresource ERP marks the successful completion of the entire order process.
- The sales order is considered fulfilled once the products are shipped and invoices are generated.
- Complete order histories are maintained for future reference.
Customer Communication
The Customer Communication module automates the communication process with customers, providing updates and notifications.
- Throughout the process, the system can send automated notifications and updates to customers, enhancing transparency.
Reporting and Analytics
eresource ERP offers robust Reporting and Analytics tools to gain insights into sales performance and order processing.
- Comprehensive reporting tools provide insights into sales trends, order status, and revenue generation.
- Customizable dashboards and analytics enable informed decision-making.
