Quotes, orders, invoices and returns on one chain.
On the sales side, each document is born from the one before. Price rules make the suggestion, availability backs the promise and credit control shows the risk. An order is a commercial document, and stock falls at goods issue.
The order record: status, commercial data, lines, confirmation and every document born from it.
Price suggestions with their source
When a line is entered, a price is suggested, and under it you read where it came from and how far it moved. Price lists, special prices, group discounts and campaigns work together.
- Discount as a percentage or amount.
- Kontrol Et lists what needs fixing.
- An approval template can catch high discounts.
Availability before you promise
A window from the line works out the promisable quantity and earliest date, along with the date with new supply and a delivery proposal. It does not reserve stock.
Quantity and value contracts
An order that calls from a contract in force takes its price from it. Çağrılan and Kalan update on approval, and an order over the target is refused.
Quote to invoice
A summary of the main flow. The whole thing is on the Workflows page, with screens.
- 1
Quote
Sales repTerms come from the customer card, price from the list. Sending locks it.
- 2
Order
Sales repSiparişe Dönüştür, then Siparişi Onayla. It enters planning, and credit is checked.
- 3
Delivery
WarehouseStock does not fall until goods issue.
- 4
Invoice
Billing specialistPrice and VAT come from the order. A finalized invoice does not change.
What is on the sales menu
Exact labels from the product, grouped as the menu groups them.
Teklif YönetimiQuotes
Write, revise and approve quotes, then convert them into orders.
- Satış Teklifleri
- Satış Teklifi Oluştur
Sipariş YönetimiOrders
Orders, service confirmations, unfulfilled demand and quantity or value contracts.
- Satış Siparişleri
- Satış Siparişi Oluştur
- Hizmet Teyitleri
- Backorder İşleme
- Satış Sözleşmeleri
- Satış Sözleşmesi Oluştur
FaturalamaInvoicing
Invoices come from deliveries. Follow waiting deliveries, outgoing e-invoices and rebate settlements.
- Faturalanmamış Teslimatlar
- Giden e-Faturalar
- Prim Hesaplaşmaları
İade YönetimiReturns
Someone else approves the return request, and goods come back into the stock status you choose.
- İade Talepleri
- Satış İadeleri
Ana VerilerMaster data
Customers, price lists, special prices, discounts, campaigns and rebate agreements.
- Müşteriler
- Fiyat Listeleri
- Özel Fiyatlar
- Grup İskontoları
- Kampanyalar
- Kondisyon Kayıtları
- Prim Anlaşmaları
AnalitikAnalytics
Sales by customer, product and rep, quote outcomes and gross profit.
- Müşteri Bazında Satış
- Ürün Bazında Satış
- Temsilci Bazında Satış
- Teklif Kazanma/Kaybetme
- Brüt Kâr
- Açık Satış Siparişleri
See sales with your own data
Tell us how you work today, and we will walk the matching flow on screen.