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Sales Process Management

Create estimates, work orders, sales invoices, and dispatches, all in a single platform

Easily Sell from Anywhere, Anytime

No special hardware required. Use your existing Windows or Mac computer, or any tablet or smartphone, to create price lists, tax lists, quotations, and so much more!

Sales Made Easy

Payment mode options

Use different payment modes for different locations and financial accounts. Continue using your current payment gateways, as well. Accept a variety of payment modes on each invoice. Send payment links to customers and capture signatures

Invoice management

Easy to modify, exchange, cancel, return, refund, or put invoices on hold. Customize invoice prints and PDFs with your branding. Create quotations and convert them to invoices. Manage products with lot numbers or serial numbers when creating sales invoices

Price and Tax List Options

Price lists made easy

Create wholesale, retail, or other user-defined price lists for products. Associate price lists to specific locations, as well as with customer groups. Markup or markdown the sales prices based on a predetermined percentage, or manually specify item-wise price changes via Excel upload

Discounts, offers, and more

Add default discount, percentage decrease, or fixed amount in different price lists. Apply various discounts, offers, and promotions management to individual invoice totals, or to select brand items or categories, with optional date and time restrictions

Tax list management

Apply tax to orders, quotations, and invoices. Create tax for different locations by entering zip code, county, state, city, or country, and apply to individual items if desired. Select shipping tax for different locations and items. Set advance tax structure while selecting base prices, before or after discount

Quotations

Quotations, simplified

Create quotations easily by selecting customers and items, as well as reference numbers. Turn quotations into sales invoices or orders. Print invoice quotations and barcode stickers with ease

Manage deposits

Receive deposit amounts with a variety of payment modes, whether equal to or less than the quotation total amount. Show status of the received deposit amounts, as well as the pending amounts for all quotations. View deposit amounts received from customers on cancellations

Manage Sales Returns

Returns made easy

Easily accept returns, with or without invoice. Create returns for all items, or select specific return items and edit quantity or price directly. Generate returns by scanning barcode of item SKU, or create returns manually in the software. Modify returns with optional restocking fee and services

Generate refunds

Issue refunds with multiple payment modes, such as cash, store credit, and more. Edit payment modes or sales returns with date and time. Add notes or capture customer signatures for every return. Track and show history for all sales returns with detailed information

Stock Adjustments

Real-time accuracy

Feature-rich sales module accurately keeps track of stock changes, maintains financial records, and provides discount and promotion functionality. Dynamically updates stock as transactions occur

Stock tracking

Track stock transactions for every sale. Select fixed or different warehouses for different sales or items

POS Terminal Functionality

Cash register management

Robust point of sale (POS) terminal capabilities provide ability to add or remove money from cash registers by authorized users at any time. Integrates with most popular POS equipment, barcode scanners, and printers, with various payment solutions. Go eco-friendly and provide electronic invoices and/or receipts instead of printing, if desired

Monitor employees

Monitor employee shifts with clock in and clock out logs. Generate end of shift reports for cash registers. Manage separate cash register sessions for employee shifts

Records at your fingertips

Track records and history for gateway transactions, as well as receive payments, cash transfers, and credit card slips. Look up sales for any selected date range

Resources

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