Vendor Sheet

Sales

Sales

The Sales module streamlines everything from AI‑assisted sales order entry to invoicing, supporting multiple order types such as standard, consignment, invoice‑only, and progress billing. Users can generate quotes, track win/loss reasons, convert quotes to orders, and apply varied pricing or discounts in multiple currencies. It provides real-time order status, CRM tools, customer inquiries, pick lists, customs invoices, and past-due management. The system also handles shipping labels, bills of lading, and offers open order, bookings, profitability, win/loss, KPI, product, customer, and sales cycle analyses for complete sales oversight.

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