Sales and CRM - IDEA commerce

IDEAERP

Discover sales and CRM modules and see for yourself how efficient and fast your work can be. A complete sales engine with automatic order handling, inventory verification, invoice generation and courier ordering is included here. By using the shipment tracking function, you can follow the status of the shipped package until the customer collects it. The system can notify your customer about the stage of his order. The sales module keeps a record of service contracts and also has the function of automatic loan collection for unpaid invoices. Besides, the ERP system will not allow you to omit items that are not invoiced in the already contracted projects. Sales module can be directly integrated with the existing accounting software in your company.

business customer service cycle: opportunity → offer → sales order
generating printouts of offers
possibility of integration with marketplaces
possibility of integration with online stores
possibility of integration with courier systems
possibility of integration with electronic payments (e.g. PayU)
integration and cooperation with fiscal printers – Posnet, Thermal, Innova, Elzab, Novitus, Farex protocols
product catalogue
additional EAN codes for the products
product categorisation
converting offers to an order
linking the sales orders with invoices and warehouse release documents
order categorisation
option to calculate VAT included in the price
service in multiple currencies and automatic exchange rate synchronisation with the NBP
automatic e-mail notifications to the customer about the order status
setting price lists for the contractor
keeping records of companies, customers, and suppliers
complete set of contact details of saved contacts
archive of sent offers
archive of issued invoices
planning activities
automatic reservation of goods for orders
fast processing of orders with personal pick-up
sets of products + possibility to determine the percentage of the price of each simple product in the set
Ability to analyze sales data by salesperson and sales teams/channels
variant products
Multi-language (available languages on invoices – English, Spanish, Czech, Romanian, Hungarian, French, Italian, Finnish, Bulgarian, Swedish + ease of adding new languages), possibility to specify product names in different languages
scheduling of meetings and events in the calendar with the indication of visibility only for participants or all users
orders taging
order folders

See demo