Community

Enterprise

All In One Sales Kit

This Module Combines A Variety Of Sales Features.

Key Highlights

Sale Order Line Images

Advanced Sale Reports

Sales Invoice Analysis Report

Product Pack

Salesperson Signature

Previous Sale Product Rate

Create Various Sale Order Versions

Multiple warehouses in sale order lines

Sales Dashboard

To filter the tile values, choose a start date and an end date.

Sale Order Line Product Images

Go to settings -> Enable Show product image in report under product catalog to print image in the send report. We can add product image in order line in sale order. We can view these images on the quotation send to customer also.

Sales Reports

Different sale analysis reports are available.

Product Pack

Go to products -> Product Pack.We can create new product packages here. While creating one 'is a pack will be enabled' also a new page to add products under this pack is available.From there itself pack price and pack quantity will be known.While creating a new quotation we can add the product pack using the button 'Add product pack'.

Salesperson's signature approval

Go to settings -> Enable Sale Document Approve to make salesperson's signature to confirm sale order.Only after adding sales person's signature confirm button will become visible.

Previous sales rate and customer product report

Two new buttons are available to know previous sales rate of a product and customer product report for a product selected from the order line.

Sale order versions

Different sale orders versions can be created using the 'create version' button,and they can be viewed from the smart tab 'version'.If one of the versions are confirmed the remaining will automatically move to cancelled state.

Create custom fields

Go to users -> Enable Create custom fields in sale,Go to sale->configuration -> create fields a wizard to daa features of new field is shown fill the requirements and apply 'create' to create custom fields in sale order form view.

Separate sequence for quotation and multiple warehouses

Quotation sequence is generated while creating a new quotation.Also in the order lines different warehouses can be chosen for different products and delivery orders for multiple warehouses are created separately.

Sale order and quotation line views

Orders -> Quotation line views , this will show all the quotation lines with product image.Orders -> Order line views , this will show all the order lines with product image.

Sale order discount approval

Go to users -> Select Sale order discount approval as Discount approval manager,Go under Discount control enable discount control , set discount limit in percentage.While confirming a sale order if the discount is greater than allowed discount limit then the order moves to waiting for approval state and the discount approval manager can decide whether to choose or cancel the order.

Out of stock product restriction,Automate orders,Add multiple products to quotation

Go to settings -> Choose the grounds on which the stock restriction should be implemented.While confirming the sale order if the restriction enabled prevails then error message is shown.By selecting Add to catalog , we are directed to the product view and using add quotation button the products are added to the current sale order lines.

Sales pivot view in customer,Sale order archive,Barcode scanning for sales

Orders -> Customer -> sales smart tab we can get sales analysis of that customer in pivot view also.Select a sale order -> Action -> archive by using this we can archive a sale order and using unarchive option under it, we can unarchive the archived sale orders.In the filters option we can filter archived sale orders.Products -> General information we can enter the product's barcode,and we just need to scan the barcode of the product to enter the product to sale order line.

Community & Enterprise Support
Allows you see the product images in sale order line and also allow us to print the product image in the send report
Supports barcode scanning in sales
Helps you to print reports various reports
Provides opportunity to sell products in pack
It allows the salesperson's to add his signature and also available the option for making the validate option in sales visible/invisible based on the salesperson's signature.
It is intended to display the prior sales and purchases of a specific product for a specific partner
It is intended to display the prior sales of a specific product for a specific partner
A sale order can have various versions that can be seen through the smart tabs inside the sale order
A sale order custom field option helps in creating custom fields without coding
In this each order line of a sale order will have a history button that, when clicked, will open a wizard displaying the sale history of that product for the individual customer selected
A separate sequence is added for quotation and sale order
A field warehouses is added in sale order lines and when confirming the order if multiple warehouses are selected then separate delivery orders are created
Under order two new menu items are added Sale order lines, Quotation lines
Adds a field for the user to set the manager for discount approval
Based on the quantity on hand and forecasted, this module controls out-of-stock products
Options to create and validate invoices automatically
It shows the sales analysis of a company in many aspects such as by order,order details,salesman and so on
Add multiple products to quotation
Display client sales analysis in their view as pivot
Option to archive and unarchive sale order
Sales Dashboard

Version 17.0.1.0.0|Released on: 11th March 2024

Initial Commit for All In One Sales Kit.