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QUOTE TO INVOICE

Combination of all business process that start with the creation of customer/prospect quotation, management of their sales, creation of shipments, invoice and payments.

This functionality is fully integrated inside your customer management. In traditional system these processes can be found in different modules such as customer orders or account receivable.

PRICE LIST


  • Price list, standard price, price limit
  • Different version of price list based on different currencies
  • Price list based by customer, product categorization or product
  • Easy to apply discount scheme




QUOTATIONS


  • Quotes
  • Quotes management
  • Create, print or send your quotation via e-mail without leaving the system




SALES ORDER


  • Manage customer orders
  • Standard order, point of sales, credit or warehouse orders
  • Pre-paid Sales and customers returns
  • Project management and service orders




SHIPMENTS


  • Create shipment from customer sales order
  • Shipments rules (immediately, inventory availability, complete order, complete product line, after collection
  • Shipments cost (calculated, fixed price, included in the price or per product line)




INVOICES


  • Create invoices based on sales order or shipment
  • Create different set of rules for invoicing (after delivery, immediately or customized) printing of invoices in batch




PAYMENTS


  • Payments rules (cash, cheque, credit card, bank drafts or credit)
  • Management of your collection and books from the registers
  • Bank conciliation