Order management & fulfilment
Process sales orders from quotation through delivery with support for partial shipments, backorders, and multi-location fulfilment. Stock is checked in real time across all warehouses before order confirmation. Returns, credit notes, and inventory adjustments are handled in the same workflow.
Customer management & credit control
Comprehensive customer profiles with purchase history, payment terms, and credit limits enforced automatically at order entry. Orders placed against customers over their credit limit go on hold and route to an authoriser rather than silently through to dispatch.
Pricing rules & discount controls
Customer-specific price lists, volume breaks, tiered discounts, and bundle pricing configured once and applied automatically. Discounts above defined thresholds require manager authorisation before the order proceeds, eliminating ad-hoc overrides that erode margin without visibility.
Territory management & commissions
Define geographic or customer-based territories, assign sales representatives, and track performance against targets in real time. Target v/s Actuals are updated automatically on closed deals, giving sales team accurate visibility into their performance.
Multi-location sales & stock visibility
Sales staff see live inventory across every location when taking an order. Stock can be reserved, transferred between stores, or sourced from the nearest available location to fulfil a customer commitment. Centralised pricing and policy controls apply everywhere while each location retains operational independence.
AI-powered sales analytics
Machine learning analyses historical sales patterns to forecast future performance by territory, product, and customer segment. Pipeline analysis tracks conversion ratios across stages and surfaces deals at risk. Ask in plain English, "Which customers haven't ordered in 60 days?", and get instant answers without building a report.