The Sales Management module in Maamulsame ERP provides end-to-end sales process management from quotations to payment collection.
Key Features:
- Customer Management – Complete customer database with contact information, credit limits, payment terms, and transaction history
- Quotations – Create and manage sales quotations with approval workflow
- Sales Orders – Convert quotations to sales orders and track order fulfillment
- Invoicing – Generate professional invoices with automatic numbering and customization
- Payment Tracking – Track customer payments, outstanding balances, and payment history
- Credit Notes – Issue credit notes for returns, discounts, or adjustments
- Customer Statements – Generate customer statements showing all transactions and balances
- Sales Reports – Comprehensive sales reports including sales by customer, product, period, and salesperson
- Price Lists – Manage multiple price lists for different customer groups
- Discount Management – Apply discounts at product, order, or customer level
- Sales Analytics – Analyze sales performance with charts and graphs
- Recurring Invoices – Set up recurring invoices for subscription-based sales
Sales Process:
- Create Quotation – Generate a quotation for the customer
- Convert to Order – Convert approved quotation to sales order
- Generate Invoice – Create invoice when order is fulfilled
- Track Payment – Record payments against invoices
- Generate Reports – Analyze sales performance and customer behavior
Benefits:
- Streamlined sales process
- Improved customer relationship management
- Accurate sales tracking and reporting
- Faster invoice generation and payment collection
- Integration with Inventory and Accounting modules
The Sales module integrates with Inventory to check stock availability, with Accounting to automatically post sales transactions, and with CRM to track customer interactions and sales activities.