Sales Module

Streamlined Sales Operations for Growth

The Enapps ERP Sales Module is a comprehensive solution that optimises and accelerates sales processes. Fully integrated within the Enapps ERP system, it provides tools to manage quotations, sales orders, pricing strategies, and customer relationships. By centralising sales operations, businesses can improve productivity, enhance customer satisfaction, and drive sustainable revenue growth.

Sales Module Key Benefits

Efficient Quotation and Sales Order Management

Enapps Sales Module simplifies creating and managing quotations and sales orders. Users can quickly generate accurate quotes using existing data, then convert them into sales orders, streamlining the sales process. This efficiency reduces admin tasks and accelerates the sales cycle.

Flexible Pricing and Discount Structures

Offers flexibility to manage diverse pricing needs with multiple price lists, customer-specific pricing, and various currencies. Margins, discounts, and promotions can be applied at order or item level, enabling quick responses to market demands while maintaining profitability.

Advanced Sales Analysis and Reporting

Provides real-time insights into sales performance with powerful analysis tools. Customisable reports and dashboards track key metrics like top-selling products, sales by region, or salesperson performance. Analyse trends to optimise strategies and drive revenue growth.

Seamless Integration and Automation

Integrates with ERP modules like CRM, inventory, and accounting for seamless data flow. Automated workflows and approvals streamline operations and reduce manual tasks. This alignment across departments reduces errors and improves overall efficiency.

Module Features

Module Features

Quotation & Sales Order Management

Efficient Quotation and Sales Order Management

Streamline the creation and management of quotations and sales orders to accelerate the sales cycle.

  • Quotation Generation: Quickly generate professional quotations using existing customer and product data, with options for customisation.
  • Quotation Revisions: Revise and archive quotations, maintaining a history of versions for reference and tracking changes.
  • Product Configurator: Offer customised product configurations to meet specific customer needs. Learn More.
  • Sales Order Processing: Automatically convert quotations into sales orders, triggering the fulfilment process.
  • Sales Order Approval Workflow: Implement credit control and management approval processes with predefined rules for compliance.
  • Stock Rental Functionality: Enables flexible rental options with real-time product availability and customisable rental terms, enhancing the sales portfolio and addressing diverse customer requirements.

Pricing & Discount Structures

Flexible Pricing and Discount Structures

Manage diverse pricing needs and apply discounts strategically to respond to market demands while maintaining profitability.

  • Price List Management: Configure multiple price lists in different currencies, with customer-specific pricing options.
  • Discount and Promotion Management: Apply discounts and manage special pricing agreements for quotes and orders, supporting promotional campaigns.
  • Multicurrency Pricelists: Handle sales transactions in various currencies, supporting global operations and customer bases.
  • Main Contractor Discounts (MCD): Manage discounts offered to main contractors, ensuring accurate financial tracking and reporting.
  • Payment Terms Management: Support flexible payment terms, customised to suit various customer agreements and schedules.
  • Optional Items Management: Mark optional products on orders, presenting them separately and excluding them from the total sale value unless selected.

Sales Analysis & Reporting

Advanced Sales Analysis and Reporting

Utilise powerful analysis tools to gain real-time insights into sales performance and inform strategic decision-making.

  • Sales Analysis and Reporting: Use dynamic reporting tools to analyse sales performance across different dimensions, such as product, customer, and region.
  • Flexible Reporting and Analytics: Generate custom reports and dashboards to analyse sales performance, customer behaviour, and other key metrics.
  • Advanced Search and Filtering: Quickly search and filter data to segment customers and opportunities across thousands of records.
  • BOM Simulator: Simulate bill of materials (BOM) requirements in real time during sales calls, providing accurate lead times for bespoke items.

Seamless Integration & Automation

Seamless Integration and Automation

Enhance operational efficiency through seamless integration with essential tools and automated workflows.

  • Intercompany Ordering: Manage and streamline orders between different branches or subsidiaries within the organisation.
  • Automated Workflows and Chained Activities: Automate and link activities in sequence to streamline business processes and improve task management.
  • Email and Calendar Integration: Two-way integration with Microsoft Outlook and Office 365, including automated email logging and calendar synchronisation.
  • Two-Way API Access: Facilitate seamless data exchange between Enapps Sales Module and third-party applications through robust API access.
  • Mobile Accessibility with Offline Mode: Access Sales Module features on Android and iPhone apps, including offline capabilities for uninterrupted workflow.
  • Map Integration and Location Services: Display contacts directly on in-system Google Maps and utilise UK postcode lookup for accurate address data.
  • Secure Access and Permissions Management: Implement role-based access control to safeguard data and maintain compliance with internal policies.
  • Automated Reminders and Alerts: Receive live alerts and email notifications about important activities, deadlines, and events.

Transform sales operations today with Enapps

Enapps Sales Module transforms sales operations by centralising processes within one platform. It streamlines workflows, allows flexible pricing, and offers advanced reporting. By automating tasks and providing insights, it helps businesses achieve sales goals, improve efficiency, and adapt to market demands.

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Ready to unleash limitless business growth?

Talk to the ERP experts on +44 20 8090 9222 or [email protected]