The Sales Management (SAL) module is used to perform operation and document-based tracking of all sales transactions. This is one of the basic modules of ERP and it is of great importance for companies.
It integrates with all processes in the system. With the Sales Management module, companies can manage their sales processes, link and follow up documents such as offers, agreements, orders, dispatches, and invoices, manage inventory, update the relevant finance records, and manage price policies or campaigns with customized combinations. Sales reports that are offered in wide scope can be easily customized, and forms such as invoices, picking lists, and consignment can be defined and used in accordance with the laws and regulations of country and customer.
The structure of the Sales Management module is displayed on the chart.
The Sales Management module can create customer lists with the data obtained from the Customer Relationship Management module. As a result of the integration between the two modules, the offer processes can be initiated and managed. With the flexible pricing and campaign applications within the module, gradual and/or dynamic pricing can be defined according to changing criteria in the system and the pricing process can be managed by taking the profit-loss rates and bulk increases can be applied into price lists. The integration with the Product Configurator transaction which is used by order-based manufacturing companies and based on the Base Data Management module, cost calculations can be made for the products and sub-items which are still in the design phase and have no records in the system.
When the offers are approved and potentials become a customer, the prepared offers can be converted into orders or contracts. Depending on the initial requirements, a quantity, value or scheduled agreement can be created with references from the offers. In this case, orders are created through contracts rather than offers. Afterward, the financial accounting of sales management module, cost centers accounting, inventory management, production management, material requirements planning module integration, due dates, production plans, available and reserved inventory including all inventory types, instant and forward dated inventory information or important customer details such as a reached risk assessment and the order is finalized. In this way, companies can provide more clear information to customers about deliveries. Critical information such as delivery dates, prices, addresses, payment plans, and delivery conditions are kept based on documents or items. A large number of features (color, size, etc.) and feature-based products with many options, with fewer base data management options that provide the management of the keys, on the one hand, is managed more quickly while managing all the features of the products provided are to be kept in the document and if desired, pricing can be done according to these specifications. Similarly, in order to accelerate the sales processes, product sets can be used to add and manage a large number of products at once.
After the order process is completed, through the Inventory Management module integration, delivery notes are created automatically or manually in accordance with the delivery date and stock movements. If necessary, these transactions can be managed by tracking serial number or batch number.
In the sales process, the companies initiate the invoicing process after completing the inventory movements with the dispatch document. Through the integration of the Financial Accounting Module, it is ensured that the invoices are accounted for individually or collectively, and the related accounts are taken into consideration in accordance with the payment plan. Flexible posting keys help manage this process with ease.
The Sales Management module, which has a systematic structure, enables a more efficient Customer-Potential management, accelerate the processes and achieve more economic results. This fully integrated module takes into account all the parameters that are important for sales throughout the process and contributes to increase transparency as well as saving. With the Sales Management module, users can perform all their transactions very quickly with minimum information input. In addition, the 'batch applications' in the modules allow for batch and automatic operation of many processes. Thanks to the integration with the Business Process Management module, all sales processes, including authorization, approval, and notification, can be managed. With the dynamic printing feature, a variety of printing conditions can be defined on the basis of the document type and/or customer and all documents produced can be sent via e-mail through integration with the Collaborator module. Documents can be archived with the integration of the Document Management module.
The Sales Management module supports all sales processes. Document types such as offers, contracts, orders, dispatches, and invoices are created in this module. All documents and information flows can be monitored by the system at any time. The module can also be used independently. However, users can only get the most benefit from this module when using it with other caniasERP modules. Considering the processes from the offer to the invoice, the following important integrations are included in the module: