Features and Functions of eresource ERP Sales Module

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An Overview of the Sales Module in eresource ERP

The Sales module in eresource ERP streamlines the sales process, enabling businesses to manage leads, generate estimates, and process orders efficiently. Here’s an overview of its key features:

  • Lead Generation:  Capture, track, and manage leads effectively, ensuring no opportunity is missed.
  • Estimation:  Create accurate and professional estimates, helping in negotiating and closing deals faster.
  • Order Processing:  Streamline order processing from creation to fulfillment, improving customer satisfaction.

Detailed Features

Approval Hierarchy

Define and manage approval workflows for orders, ensuring compliance and control.

Credit Information of the Customer

Access customer credit information to make informed decisions on credit terms.

View Last Prices

Quickly reference previous prices for products/services, aiding in pricing consistency.

View Inventory While Booking the Order

Check inventory levels in real-time while placing orders, preventing stockouts.

View Customer History

Access customer interaction history, facilitating personalized service and targeted sales efforts.

Remote Order Booking

Sales personnel can place orders from anywhere, at any time, based on their role and access rights.

The Sales module in eresource ERP empowers businesses to streamline their sales processes, from lead generation to order fulfillment. By providing tools for efficient estimation, order processing, and comprehensive customer insights, it enables organizations to boost sales efficiency and customer satisfaction.

Sales Analysis and Reporting

  • Productwise Analysis

    Streamlined processes lead to quicker turnaround times and improved productivity.

  • Customerwise Analysis

    Access to customer history and quick order processing result in better service.

  • Salesmanwise Analysis

    Access to real-time data and insights enables better decision-making.

  • Multidimensional Reports and Dashboards

    Generate comprehensive reports and visual dashboards, providing a holistic view of sales performance.

Benefits and Advantages

Increased Efficiency

Streamlined processes lead to quicker turnaround times and improved productivity.

Enhanced Customer Satisfaction

Access to customer history and quick order processing result in better service.

Improved Decision-Making

Access to real-time data and insights enables better decision-making.

Scalability

The module is scalable, making it suitable for businesses of all sizes.

Comprehensive Solution

Covers all aspects of the sales process, eliminating the need for multiple tools.

Mobile Access

Sales personnel can access and update information on the go, improving responsiveness.

Customized Fields and Transactions

Communication and Notifications

Online Messaging Tool

Notify sales orders to respective employees through an online messaging tool, ensuring timely action and communication.

The Sales module in eresource ERP offers a comprehensive suite of features designed to optimize sales processes, improve efficiency, and drive business growth. With its robust analysis and reporting capabilities, customization options, and seamless communication tools, it empowers businesses to achieve greater sales success and customer satisfaction.

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