Sales Documentation Management

Business Process Flow - Modules in System


Lead + Customer

Followup

Sales Quote

Quote Follow-up

Invoice

Proforma Invoice

Sales Order

A Marketing Sales & Order GST Documentation followup management software.


Documentation Covered - Once you have this in place rest assured your staff will not waste time in documentation formatting, customer information, searching for old documents
  • Sales Quote
  • Sales Order Acceptance
  • Sales Proforma Invoice
  • Sales Invoice
Sales & Order Management Covered - All reports, registers, summarized / detailed analysis of current / past periodic performance.
  • GST Reports
  • Lead Customer Database in one central location
  • Follow-up / Communication History
  • Old Quote / Order / Invoice data reports at a click
  • Delivery Pending List / Pending Sales Order List
  • Complete Quote Order Invoice analysis periodic salesman wise
  • Summarized / Detailed Registers

Feature List


  • Create new Lead / Opportunity / Quote database
  • Follow Lead / Opportunity / Quote record the response given by contact person in system, when next time anyone follows will know the communication chain
  • Set a reminder date when to next follow-up date, system will let you, your salesman know whom to when
  • Grade the Lead / Opportunity as Hot / Warm / Cold.
  • Close lost quotes with reason for same for further analysis
  • Single screen to view status of all Leads right from Enquiry received, follow-up started, Sales Quote generated.
  • Once you receive the order convert Lead to Customer.
  • Convert Sales Quote to confirmed Sales Order Acceptance in one click, do necessary changes if any
  • Raise Proforma Invoice for advance payment against Sales Order
  • System auto maintains delivery pending list
  • Raise Sales Invoices against Sales Order at a click of button

Price per User per Month


Per User Per Month* :
No. of Months :
Total Payment* :
Total Max Records per user### :
Max Records per Day per user## :
Trial
1 Month
0
2000
250
1150
3 Months
3450
10000
250
1150
12 Months
13800
10000
250
1150
24 Months
27600
10000
250

Information


 *Taxes Extra

Per User per Month and Per User Per Plan charges don't include taxes, taxes are extra as applicable.

 ### Total Max Records per user

For every user you get total maximum no of records in system is 10,000.
When you reach 10,000 records limit you need to subscribe one more user, your limit will be increased by 10,000 records.
for e.g.
You have subscribed for 4 users you will get 4 * 10,000 = 40,000 maximum total no of records in system.
Once you have reached the limit of 40,000 records you will have to subscribe for at least 1 more user as it will give you additional 10,000 records to use.
Now you will have 5 users 5 * 10,000 = 50,000 maximum total no of records in system.


Why this limit: Processing records takes time as each record increases, it adds to processing time which in turn increases cost.
CPU, RAM, I/O, database size, file size processing time and cost's increases with increase in number of records / data size.
Software is provided to you as a service, you are subscribing for the same we do not want you or others to find lag or slow response time processing records.
For clarity on records see point Records.

 ## Max Records per day per user

For every user you get total maximum number of records in a day in system is 250 provided you don’t cross the limit of 10,000 records. e.g.
If your organization has subscribed for 4 users you will get total 1,000 records in a day.
In system any user can make any number of records however total count of records cannot exceed sum total of no of users subscribed * 250 i.e. 1,000 in a day in this scenario.


Why this limit: We don’t want few to benefit at cost of others if they are heavy users they should pay for same, processing records takes time as each record increases, it adds to processing time which in turn increases cost.
If any single user has more than 250 records to enter in system on daily basis that means he is not a basic user he is a heavy user he needs to upgrade to add more users.
CPU, RAM, I/O, Database size, file size processing time and cost increases with increase in number of records / data size.

  Records

Records is the sum of total number of entries in below mentioned forms / business processes

Particulars
Transaction Line Item Count Products Entities Addresses
Contacts Suppliers in a Purchase Enquiry CAPA Records Bill Of Material
Bills Receipt + Payment Debit Note + Credit Note Direct Journal Entries
Courier Register records Tasks assigned to Employees Daily Field work reporting Advance Adjustment Entries

*Above mentioned forms / business processes may or may not be applicable for your plan