Sales and Customer Management

The sales and customer Management is tightly integrated with the BOQ Management module. BOQ's are the task and Material that will be used in the project construction. In eresource, the BOQ's are integrated with Assembly Masters.

This Module comprises of Contact Management and Sales Order Processing Management. It is an integrated solution comprising of marketing and sales activities. Organization can act immediately to improve sales, service and marketing effectiveness by using this Module. Eresource Sales Management module is all about retaining customers, improving customer loyalty and gaining customer insight.

This module also help to you getting your customer order management easier day by day. Whether it is maintaining customer information, quickly creating a quote or migrating them to sales order or being responsive to your customers, we provide you right solution and efficient flow of information.

The functionality of eresource ERP in the Sales Management module is designed with the objective of allowing maximum flexibility and adaptability in its execution, needed in any commercial process.

	Sales orders, direct sales, pre-sales, prices, discounts and price limit controls.
	Estimation on the basis of BOQ's
	Provision to Import BOQs for Estimation or Manually create BOQs
	Ability to generate estimates on the basis of Existing BOQ's Estimations, standards. Automatic generation of delivery notes. Invoicing process, for all types of invoicing, milestone Payment OR Measurement Invoice Possibility of the creation of documents in any order (Order-delivery, Invoice, Payment; Invoice, Payment). Reports of orders, sales order supplied, project milestone status, invoices, orders not invoiced and details of invoicing. Management of requests.