ERPNext
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Sales
Sales is a growth engine of an organization. We keep it well oiled with tools to ensure your ordering system is smooth.
Nurture your pipeline by knowing each of your prospects and their needs logged into CRM. Stay ahead of your competitors by creating competitive Quotations with least effort. Customize the print format to highlight your unique proposition in your Quotation. Maximize conversion with timely follow-up. Boost customer satisfaction to efficient fulfillment of Sales Order.
Sales module in ERPNext is your super-power to boost customer conversions and keep a bird's eye view on your supply-chain through customer orders.
Quotations
In winning a new business, along with product quality, the responsiveness of the sales team plays a vital role. A quick turn-around of a sales team in offering a competitive proposal can be highly impactful in the conversion. In ERPNext, create Quotations on the fly using pre-configured masters . Select a Customer / Lead, select Items and Price List, select relevant terms, and you have a Quotation in the matter of seconds. On approval, auto-email Quotation to customer, with personalized message. Follow-up and negotiate with the customer right from Quotation’s record, til it gets converted into business or leaves you with learnings on what needs to be improved.
Sales Order / Proforma Invoice
Fulfilling customer orders is key to repeat business. The entire supply-chain of the business revolves around customer orders, right from collecting advance payment to ensuring deliverables. It’s as crucial a function as it can ever get.
As you celebrate a new business by punching a Sales Order, get notified on the item’s stock availability right there. If a need for stock replenishment is identified, generate requisition right from the sales order. If deliverables are to be manufactured, let the production department know by issuing Work Order right from Sales Order. Once items are available for despatch, instruct logistics and accounts to further process it.
Just like Customer satisfaction is key to your business growth, the customer’s sales order is central to most of your business operations.
Pricing Rules
Discounts are a powerful tool to drive short-term sales and encourage repeat business. Never miss an opportunity to apply them when creating an order. Boost your chances of customer retention by automating discount applications. Set up Pricing Rules in ERPNext to ensure discounts are automatically applied to items when new orders are created.
Blanket Order
Building a value-driven business starts with honoring your commitments. Capture special rate contracts with key customers through Blanket Orders. When creating new orders, ensure they align with the agreed-upon rates and quantities. By consistently honoring these commitments, you strengthen customer relationships, leading to greater loyalty and, ultimately, more business.
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