Quotations and orders
Prepare commercial documents before goods are invoiced and maintain the progression of the customer order.
SALES MANAGEMENT SOFTWARE
From the first quotation to the final collection.
Manage estimates, sales orders, dispatches, invoices, returns and customer balances without losing the connection between each transaction.
Sales orders Tax invoices Returns Customer dues
Sales Management
THE BUSINESS CHALLENGE
A sale rarely ends when the invoice is printed.
A customer might approve a quotation today, request part delivery tomorrow and clear the outstanding balance next month. The paperwork changes at every stage, but your team still needs to understand which documents belong together.
XlinkONE gives sales teams dedicated workflows for estimates, sales orders, dispatch notes, tax invoices and sales returns. Customer and product masters provide the common reference point, while receipts and reports help the accounts team follow the financial side.
WHAT YOU CAN MANAGE
Tools for the work behind sales management.
The important capabilities are the ones that help your team record work consistently and follow what happens next.
Invoice and return records
Issue sales invoices and record returns with item, tax and party details in the relevant company.
Dispatch visibility
Use dispatch records to distinguish goods sent to customers from invoices raised.
Customer outstanding
Review unpaid bills, customer balances and receipts without rebuilding the transaction history.
A PRACTICAL WORKFLOW
A normal sales cycle, properly recorded.
Follow the work in a clear sequence, with each stage recorded in the appropriate ERP module.
STEP 1
Confirm the requirement
Create an estimate or sales order using the customer and product masters.
STEP 2
Deliver and invoice
Prepare the relevant dispatch and invoice documents as business activity progresses.
STEP 3
Collect and review
Record receipts, handle returns when needed and review the customer balance.
IN A REAL BUSINESS
When a customer orders 200 units but takes 120 today
The sales order records the original requirement. Dispatch documents can reflect the goods physically moved, while invoicing and payment follow the applicable business arrangement. These separate stages are useful when customers collect stock in parts.
YOUR QUESTIONS
What to know about Sales Management.
These answers explain the intended scope. Actual availability depends on your plan, configuration and the deployed ERP version.
Can I issue invoices without creating quotations first?
Sales workflows can include direct billing where the configuration and transaction type permit it. Quotations and orders are useful when a formal sales process is required.
Are customer payments managed in the sales module?
Sales records connect with the wider accounting environment. Receipt vouchers and outstanding reports are used for the collection side of the business.
WORK WITH XLINKONE
Create Your Workspace Bring sales management into your business workspace.
Explore the available configuration and connect the records your team needs to manage.