CRM

Understanding the customer is very important when it comes to doing business. Easy and constant interaction with customer will help the company with direction to take. business relies on feedback from customers. Customer relationship management modules in eresource management modules in eresource etrade ERP makes tracking data easier.

Sales Lead

Sales Lead section in CRM module automates lead generation, lead tracking, follow-ups etc., in simple yet incredibly powerful manner.

It has provision to assign lead to other sales person

Track lead by sources, region and sales person.

Intimate leads to other Sales and Marketing associates

Track sales lead through the sales cycle from lead generation to closing the sale and beyond.

Sales Enquiry

Sales Enquiry can be generated against Sales Lead

Direct Sales Enquiry can be generated

The customer Information (name) can be retreived from the Customer Master. IF the Customer is new, then Customer Name can be typed on-the-fly.

Sales Enquiry Line Item can be Imported from Excel Spreadsheet. Also provision to capture Line Items manually is available.

Provision to Capture Customer Description for Line Item is available.

Multiple Attachments can be uploaded in the Enquiry

Sales Quotation

Sales Quotation is Created against Sales Enquiry

All Line Items is inherited from the Sales Enquiry

Per Unit Price of Lien Item is captured. Provision to check Sales History of the respective Line Item

Provision to capture any other Charges (on footer level) is available

Provsion to notify the quote to different stakeholder is available

Approval can happen as per WOrkflow defined in the workflow configuration screen (master)

Quotation Via Enquiry

Quotation Can be made against Sales Enquiry; In Sales Quotation Item pricing (ie Basic Rate + Default Markup) captured automatically from the master; User can also add addition markup on Unit Cost Or provide discount line item wise or at header level; Build In provision to save rates of BOQ items for future use. Replace or re-price currently assigned resources.

Quotation Via Purchase Quotation

Sales Quotation Can be made against Purchase Quotation (Sales Enquiry -> Purchase Enquiry -> Purchase Quotation -> Sales Quotation); In Sales Quotation Item pricing captured automatically from Purchase Quotation; User can also add addition markup on Unit Cost Or provide discount line item wise or at header level.

Quotation Via Quotation Comparison

Sales Quotation Can be made against Purchase Quotation (Sales Enquiry -> Purchase Enquiry -> Purchase Quotations -> Purchase Quotation Comparison -> Sales Quotation); In Sales Quotation Item pricing captured automatically from Purchase Quotation Comparison; User can also add addition markup on Unit Cost Or provide discount line item wise or at header level.

Direct Sales Order

Provision to Capture Sales Order Directly without any Enquiry / Quotation reference is available. Provision to TAG if the Sales Order is Service Order. In the case of Service Order, there is no need to create Delivery Order. Service Invoice can be generated Directly against Service Order. The line Item in the case of Service Order can be populated from the Service Item Master.

Sales Order Via Quotation

The Sales Order is a confirmation document sent to the customers before delivering the goods or services. Sales Order (SO) can be created once the quote is accepted by the prospective customer and the Purchase Order (PO) is sent by the customer for further processing.

Sales Order Short Close

If due to any reason if needed to shortclose any Sales Order then that will happen through this form.

Sales Invoice

The system will generate the rate of the item and total of the complete invoice. Sales Invoice contains the Customer PO number, Date, Billing Address, Shipping Address, Terms of Payment, Line Items (products/services) with quantities and prices. Invoicing completes the sales process and begins the accounting process where accounts receivable is managed by the Accounts/Finance module.

Service Sales Invoice

The system will generate the rate of the item and total of the complete invoice. Purchase Invoice contains the Supplier Reference number, Ref Date, Address, Terms & Conditionst, Line Items (products/services) with quantities and prices. Invoicing completes the purchase process and begins the accounting process where accounts payablee is managed by the Accounts/Finance module.

Sales Order Report

This Report provides data of Sales Order wise Delivery Order details, Pending DO Value, Invoice created and Pending invoice value created and Sales Order Summary Data for selected period.

Sales Invoice Report

This Report provides data of Sales Invoice created for selected period.

Sales Quotation Report

This Report provides data of Sales Quotation created for selected period.

Sales Backorder Report

This Report provides data of Sales Order deatails, Delivery Order details and Invoice created for selected period.

Sales Order Tracking Report

This Report provides data of Sales Order wise Delivery Order details, and Invoice created for selected period.