SALES MANAGEMENT (QUOTES AND INVOICES)
Whatever your business or the size of your company, COMSOFT offers a solution tailored to your needs and expectations to manage your business efficiently.
Whether you are in trading, manufacturing, services, crafts or e-commerce, we have solutions to help you improve your management and optimize your sales management.
You manage, measure and track all your sales activity from order to delivery: quotes, invoices, inventory management, item bills of materials, etc.
The platform can be customized with application modules for specific needs. We support you throughout your project to understand and precisely meet your needs. Our development team can adapt the solution to your requirements and organization.
Features of E-solution ERP: COMSOFT:
Details of our modules
Other features are available:
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Module 1: Dashboard and detailed statistics
Our dashboards and analysis and decision-support tools give you the information you need to study your costs, make decisions, improve productivity and increase margins.
- Revenue trends by customer / by sector
- Revenue trends by month / quarter / year
- Unpaid invoices by month / quarter / year
- Down payments by month / quarter / year
Module 2: Account and contact management
- Access to your customer base: accounts and companies - people and contacts
- Import / export of accounts and contacts
Module 3: Sales management
- Quotes, delivery notes, purchase orders, work orders and invoices
- Credit note management,
- Customer and supplier payments
- Customer/supplier account statement management.
Module 4: Inventory management
- Items, products & services
- Supplier management
- Inventory management: receipts, issues, movements, tracking, stock counts...
- History and traceability of product movements in and out of stock, traceability over a specific period and by user
- Import / export of items and suppliers
- Transfer/direct debit files, international transfers (SEPA)
- Customization of customer, item and category lists, etc.
- Customer and supplier status and payments
- Sales rep management
- Sales rep tracking (GPS geolocation)
- E-commerce connectors: PrestaShop, OsCommerce, OpenCart**
- Recurring invoicing
- Multi-warehouse inventory management
- Unpaid invoice management (export of unpaid invoices by month / quarter / year)
- Product range management
- Management of product and item families and subfamilies
- Configurable export (export by multiple criteria: period, date, customers, sector, status, family and subfamily, etc.)
- Custom fields
- Configurable statistics and dashboards
- Network version + user management
- Multi-currency
- Send by email in one click: a single click is all it takes to email your quotes, purchase orders, invoices... etc. to your recipients.
- Privilege and access rights management
- Unpaid invoice reminders.
- Real-time evaluation of key performance indicators.
- Module 1: Dashboard and detailed statistics
- Module 2: Account and contact management
- Module 3: Sales management
- Module 4: Inventory management
- Module 5: Payment management
