Enterprise Sales Orders & Quotation Management
Empower your commercial teams to configure quotations with tiered customer pricelists, execute multi-stage approvals, and convert orders to delivery dispatches in seconds.
From initial quote approval to dispatch and digital invoicing
End-to-End Quotation & Order Control
Manage B2B, wholesale, and direct distribution sales seamlessly with unified inventory allocation and electronic payment gateways.
Quotation Template Builder
Easily create product-specific quotations using an intuitive drag-and-drop builder in seconds.
Create Quote from CRM
Convert won leads or pipeline opportunities into formal commercial quotations with one click.
Dynamic Pricelists
Sell in multiple currencies based on customer tiers, geographic country groups, or volume discounts.
Order-Specific Routes
Configure product-specific delivery routes directly in sales orders: dropshipping, cross-docking, or replenish-on-order.
Share with Customers
Send Quotations, Pro-forma Invoices, and Order Confirmations directly over Email or instant WhatsApp.
Get Paid Online
Allow customers to review, electronically sign, and pay quotations online via secure payment gateways.
Automated Shipping Cost
Compute accurate logistics costs based on weight, volume, delivery zone, and transporter rate cards.
Upselling & Cross-Selling
Increase average order value by suggesting complementary items, volume tiers, and time-sensitive promotions.
Customer Self-Service Portal
Empower clients with 24/7 access to review past orders, download invoices, and track dispatch status in real time.
Smooth Sales Process for Modern Enterprises
All Orders in One Place
Manage B2B, B2C, POS, and eCommerce sales orders in a single consolidated interface.
Products with Attributes
Configure variant matrices (size, color, finish) with dynamic barcode and pricing rules.
Document Management
Attach signed contracts, specifications, delivery challans, and internal notes seamlessly.
Revenue Tracking
Real-time profitability, sales commission calculation, and multi-company ledger consolidation.
Sales Module Workflow
Trace each order from quotation templating to warehouse confirmation and KPI analysis in an interactive step-by-step walkthrough.
Create Product-Specific Quotation Templates
Standardize terms, optional products, and default delivery conditions with modular quotation templates that prevent manual quoting errors.
- Modular quotation template builder
- Standardized terms and default lines
- Optional add-on product upsells
Sales Team Generates Quote from Template
Populate customer details, apply negotiated pricelists, and customize line items with automatic tax calculation (CGST, SGST, IGST).
- Customer auto-fill and tier pricelists
- Dynamic multi-tax calculations
- Instant pro-forma preview
Assign Orders to Sales Person & Branch
Allocate deals to designated sales personnel or branch offices for commission tracking, credit approvals, and operational ownership.
- Sales rep and branch assignment
- Commission and quota tracking
- Hierarchical approval management
Dispatch Quotations via Email & WhatsApp
Deliver digital PDF quotes or interactive links directly to the client's inbox or WhatsApp with immediate notification when viewed.
- Direct PDF delivery via email
- Instant WhatsApp link sharing
- Real-time client view notifications
Track Client Activities & Automated Follow-ups
Log customer calls, emails, feedback notes, and schedule reminder activities so no prospective deal goes cold.
- Log customer calls, meetings & notes
- Automated follow-up activity reminders
- Multi-calendar scheduling integration
Order Confirmation & Warehouse Dispatch
Once accepted, manager confirms the order. The ERP triggers automatic inventory reservation, delivery order preparation, and invoice creation.
- 1-click confirmation to sales order
- Automated inventory reservation
- Instant delivery challan generation
Real-Time KPI Dashboards & Revenue Analytics
Monitor gross margins, top-selling product categories, regional sales performance, and sales rep targets with interactive pivot and chart views.
- Gross margin & profitability metrics
- Regional & product category breakdown
- Rep leaderboard and forecast charts
Want to see Sales Management in action?
Schedule a live interactive walkthrough with our enterprise architects to evaluate how Arihant ERP can streamline your quotation-to-cash workflow.