Modules
Sales and CRM
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
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