Sales Management
Streamline your entire fulfillment process from quotation to cash. Reduce paperwork, boost customer satisfaction, and strengthen your ability to increase revenue by converting more prospects to customers.
Complete Sales Cycle Management
Sales Management streamlines your entire fulfillment process, reducing paperwork for your sales force and allowing them to focus on selling. Ensure customers get deliveries on time, boosting satisfaction and long-term loyalty.
The primary goal of any business is to grow profitably. Whether through attracting new customers or retaining existing ones, strong sales management is essential for converting more prospects to customers.
The sales pipeline management system improves customer service, evaluates sales activities, captures trends, and performs advanced statistical analysis for data-driven decision making.
Quotation to Order
Seamless conversion with automatic pricing
Order Processing
Regular orders, returns, rebates, commissions
Credit Management
Limits, ratings, and payment terms control
Pipeline Analytics
Trends, statistics, and sales evaluation
Enquiry & Quote
Handle enquiries and prepare quotations
Order Entry
Process orders with pricing and availability
Delivery
Schedule, pack, and dispatch orders
Invoice & Collect
Generate invoices and manage receivables
Key Features
Comprehensive tools designed to streamline your financial operations
Quotation Management
Optimize profit margins with efficient and accurate quoting. Prices automatically obtained from pricing sheets. Successful quotations convert to sales orders; unsuccessful ones record failure reasons and competitor info.
Order Management
Manage sales operations quickly and efficiently. Handle regular sales orders, cost orders, customer returns, and collect orders. Automatic calculation of rebates and commissions for sales employees.
Sales Invoicing
Facilitate billing functions including issuing invoices based on goods/services provided, generating proforma invoices, and issuing credit notes with corresponding AR and GL entries.
Credit Rating & Limits
Set credit limits for each customer for tight control over credit sales. Rating-based payment terms suggested by the system. Monitor credit holds and other hold conditions.
Delivery & Dispatch
Complete scheduling of orders with pending sales order tracking. Manage dispatch instructions, packing, and dispatch of orders. Integration with shipping and delivery modules.
Module Integration
Draws input from Inventory for stock verification, Purchasing for direct delivery POs, Delivery for shipment, and Accounts for receivables recording. Seamless cross-module coordination.
Key Benefits
Grow your business profitably with streamlined sales operations that convert more prospects to customers and ensure on-time deliveries.
History-Based Quotations
Create offer quotations based on customer past history. Optimize profit margins with efficient and accurate quoting.
Sales Analytics
Extensive sales analytic tools help identify trends and profitability by product, business unit, customer, and sales person.
Quick Order Entry
Quick and easy order entry with pull-down menus, previous order history, pricing/quantity discounts, and more.
Flexible Pricing
Flexible pricing and discount options including customer-specific pricing, tier pricing, and other discount terms.
Credit Management
Complete credit management tools monitor credit limits, credit holds, and other hold conditions.
Order Scheduling
Complete scheduling of orders with pending sales order tracking, dispatch instructions, packing, and dispatch.
Compliant Invoicing
Creation of invoices based on sales orders/dispatches considering all compliances.
Ageing & Outstanding
Ageing and outstanding tracking with reminders to customers for timely collections.
Commission Processing
Automatic calculation of rebates and commissions to be paid to sales employees.
Tailored for Your Industry
Specialized solutions designed to meet the unique challenges of diverse sectors
Seamless Integration
Works perfectly with other Horizon modules for unified sales operations
Frequently Asked Questions
Find answers to common questions about Sales Management
Prices for each item are automatically obtained from pricing sheets. The system supports customer-specific pricing, tier pricing, and various discount terms for accurate and optimized quotations.
Yes, if a quotation is unsuccessful, the reason for failure and the name of the successful vendor can be recorded in the system for future reference and competitive analysis.
The rebate and commission process enables automatic calculation of commissions to be paid to sales employees based on configured commission structures and sales performance.
Credit limits can be set for each customer with credit rating-based payment terms. The system monitors credit holds and other hold conditions for tight control over credit sales.
Yes, the module draws input from Inventory for verifying available and projected stock, Purchasing for direct delivery POs, Delivery for shipment, and Accounts for receivables.
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