Create Sales Orders
- Define and submit customer orders with item details, quantities, delivery dates, and billing terms.
Track Order Status
- Monitor each order’s journey—draft, confirmed, packed, shipped, or delivered—in real time.
Amend & Cancel Orders
- Update or void submitted orders, automatically handling downstream documents (invoices, shipments).
Manage Allocations & Backorders
- Reserve stock for orders, split shipments, and backorder unfulfilled items for later dispatch.
Manage Product Pricing
- Maintain price lists by customer group, region, or currency to ensure accurate billing.
Configure Discounts
- Set up volume, seasonal, or promotional discounts and apply them automatically to qualifying orders.
Apply Pricing Rules
- Create complex rules—like “buy X get Y free” or tiered pricing—without manual calculation.
Generate Sales Invoices
- Convert delivered orders into invoices with taxes, payment terms, and automated document numbering.
Track Invoice Payments
- Record receipts against invoices, view outstanding balances, and trigger reminders for overdue accounts.
Schedule Shipments
- Plan delivery dates, carriers, and routes; integrate with logistics for timely dispatch.
Manage Shipments
- Create packing lists, print shipping labels, and update tracking information for each consignment.
Monitor Sales Performance
- Analyze KPIs—revenue, order volume, fulfillment rates—by region, product, or salesperson.
Custom Sales Dashboards
- Build role-based dashboards with widgets showing top customers, best‐selling products, and revenue trends.