Sales Module
The Sales module in Angage ERP provides comprehensive tools for managing your entire sales process, from initial quotations to final invoicing and payment collection.
Key Features
📋 Quotation Management
Create professional quotes with automated pricing, discounts, and terms
📦 Sales Orders
Convert quotes to orders, track fulfillment, and manage deliveries
💳 Invoice Processing
Generate invoices, handle payments, and manage credit notes
👥 Customer Management
Maintain customer profiles, contacts, and transaction history
📊 Sales Analytics
Track performance, forecast revenue, and analyze trends
🚚 Shipment Tracking
Manage deliveries, track shipments, and handle returns
Module Overview
The Sales module integrates seamlessly with:
- CRM Module: For lead conversion and opportunity tracking
- Inventory Module: For stock availability and reservation
- Financial Module: For accounting entries and payment processing
- Warehouse Module: For pick, pack, and ship operations
Quick Navigation
- Customer Management - Learn to manage customer profiles and relationships
- Quotations - Create and manage sales quotations
- Sales Orders - Process and fulfill customer orders
- Invoicing - Generate invoices and manage payments
- Shipments - Track deliveries and manage logistics
- Returns & Credits - Handle returns and credit notes
Common Workflows
Quote-to-Cash Process
- Create Quotation → Customer inquiry converted to formal quote
- Convert to Order → Accepted quote becomes sales order
- Fulfill Order → Pick, pack, and ship products
- Generate Invoice → Bill customer for delivered goods
- Collect Payment → Record payment and close transaction
Key Performance Indicators
- Sales revenue and growth
- Average order value
- Customer acquisition cost
- Sales cycle length
- Quote-to-order conversion rate
- Payment collection efficiency
Pro Tip
Use the integrated CRM features to track the entire customer journey from initial lead to repeat customer, ensuring no opportunity is missed.