Sales Module in ERP

Features of sales and marketing module

Handles pre-sales and sales activities of the organization.
Complete stock-to-dock tracking of sales order processing cycle.
Detailed Customers/ Business Partners/ Dealers database including bank details, TDS details, contact details and credit limit.
Order amendment history.
Authorization of orders and invoices.
Order scheduling over a period of time and tracking delivery schedule.
Order tracking through status and transaction reports.
Generation of production advice to plan for production based on sales orders.
Order processing based on MRP.
Preparation of dispatch advice.
Multiple dispatches against Single Sales Order.
Invoice generation with advance adjustments sales voucher automatically generated in Finance.
Tracking sales returns.
Flexibility to define customer-specific prices for products and reference to customer part no.
Multiple dispatch location for customers/dealers.
Complete export documentation for export oriented companies. Excise details (chapter no. associated with excisable products) Quotations and amendments to quotations with complete history.
Different types of orders can be generated to suit varied needs of customers.
Order entry for direct / scheduled / open / D3 / sample orders with details for Dealers, incentive % and competition.
Order calculation based on price offered, discounts (line and total), excise, taxes, freight etc.
Letter of credit details for association with sales orders.
Rejection invoice for rejections made against purchases with excise consideration.
MIS for analyzing sales trends to project and forecast sales Stock Transfer between warehouses for multi-location companies.
Service invoice for services given to customers
Variance reports.
Enables top view – consolidation of sales data for all child companies.
CRM integration.

A sales organization is responsible for negotiating sales conditions and distributing goods and services. It represents the top organizational level to which you sum sales figures. There must be atleast one sales organization defined.
ERP Sales module is the most important and essential function for the existence of an organization. Sales handle all the activities for domestic and export sales of an organization. The customer and product database is maintained. Capturing enquiries, order placement, order scheduling and then dispatching and invoicing form the broad steps of the sales cycle. Stock transfer between warehouses is also covered. Besides all this, important analysis reports are provided to guide decision making and strategy planning. Export documents are also generated.
The sales modules of ERP systems are designed to support the sales order processing, order scheduling, shipping and invoicing systems, control daily activities like prospecting, and manage contacts. This system produces sales forecasting, identifies advertising channels, and helps to maintain competitive pricing scales.

Pre-Sales Activities

There are two categories of presales activity:

Sales Support and Pre-sales Documents.
Sales Support allows for tracking of customer contacts by including sales visits, phone calls, letters and direct mailings. Mailing lists can be generated based on specific customer characteristics. This features greatly covered in CRM.

Pre-sales contracts include inquiries and quotes:

Inquiries document customer requests.
Quotation are binding documents to a customer offering a specific quantity of material at a specific price if accepted within a specific period.
Both Inquiries and Quotes can be used as a starting point to create a customer order.

Customers place orders with a customer service representative who create a document with information on:

Customer.
Material Ordered material and quantity.
Pricing conditions for each item.
Schedule lines delivery dates and quantities.
Delivery Information.
Billing information.