Sales Management 

The functionality of Compiere in the Sales Management module is expressly designed with the objective of allowing maximum flexibility and adaptability in its execution, needed in any commercial process. It is possible to link documents (orders, shipments, invoices) in any order that the company requires or even disregard any one of these that is not necessary. All this is achieved without sacrificing the coherence and integrity of information and guaranteeing the tracking of processes.

•  Sales orders
  • Direct sales. Pre-sales. Telesales.
  • Rate applications: prices, discounts and price limit controls.
  • Hard Stock Allocation: Reserve of a particular instance / serial number of products for confirmed sales order / consignment note/ job.
  • Soft stock allocation: Reserves of goods in warehouse for unprocessed/processed orders.
  • Check for availability of stock to promise customer.
  • Notification of customer risks.
  • Correction of orders.
  • Custom Proposal/Quotation/Confirmed Order/Sales order according to organization requirements.
  • Types of order documents:
  •  
    • Proposal(with and without reserves of goods),
    • Standards
    • warehouses (automatic delivery note generation),
    • Points of sale (automatic generation of delivery note and invoice).
       
• Delivery note
  • Sales Order Fullfillment form to track sales order delivery status.
  • Automatic creation from pending order lines.
  • Automation of the outgoing orders (according to stocks, with rules of priority by expiry, location, etc).
  • Cancellation of delivery notes.
  • Automatic generation of delivery notes.
    
• Invoicing process
  • For all types of invoicing: immediate, delivered goods, order completely delivered.
  • Periodically, (weekly, fortnightly, monthly).
    
• Invoice Generation
  • Rate applications: prices, discounts and price limit controls.
  • Automatic creation from order lines or delivery note lines of delivery notes pending of being invoiced.
  • Notification of customer risks.
  • Invoice cancellation (leaving associated documents pending invoice).
  • Massive printing of documents (orders, delivery notes, invoices), with individual selection criteria for the user.
  • Possibility of the creation of documents in any order and to disregard documents not required (Order-Delivery note-Invoice; Order-Invoice-Delivery note; Delivery note-Invoice; Invoice).
     
• Commissions.
   
• Reports of orders, sales order supplied, delivery notes, invoices, orders not invoiced, details of invoicing.
   
• Standardized customer information (360° vision).
   
• Management of requests. Integration with E-mail.

Screenshots

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