Sales Module : Softech-Infinity Enterprise Suite

Customer Management

• Multiple Department/Units for each Customer
• Contacts Information with Designation and other Personal Details
• Segmentwise / Industrywise classification
• Integrated with Customerwise Items & OEM Database and other CRM Modules
• Generate Customers Directory List
• Zoom-In Consoles: Softech-Infinity's Unique and Powerful Customer Management Console for a Birds-Eyeview of all the Customer related details like locations, contacts, Invoices, Payment status and other transactional details like Quotations, Orders, Tasks, etc. on one single Console Screen with drill-down feature for detailed analysis

Pricing Schemes

• Multiple Rate Schemes can be defined for each Item with multiple currencies and made available for selection while creating documents
• Multiple Rate Schemes can be changed for multiple Items at one instance

Quotations

• Easy and Intuitive selection of Customers as well as Items for fast and efficient Data Entry
• No Limit on No. of Line Items
• Selection of Item Rates from already defined Rate Schemes
• Extra Lines for each Line Item for extra text
• User-defined Terms definition & selection
• User-defined Tax Structure
• Create Sales Order with one Single Click
• Create New Quotation from Existing one with a Single Click
• Integrated with Opportunities Module in CRM
• Design Quotation Document as per requirement
• Directly E-mail the Document from the system Orders
• Create Orders from existing Quotation with a Single Click
• Easy tracking of Delivery Challans and Invoice
• Easy tracking of linked Product Serial No.
• Order / Items Cancellation Management
• Multiple Delivery Challans against One Order
• Create Works Order with a Single Click
• Integrated with Material Requisition & Prod. Plan
• Design O.A. Document as per requirement
• Easily generate Multiple Delivery Challans for same Order with a Single Click

Delivery Challans

• Create Delivery Challans from Sales Order
• Integrated with W.O. Module to Add W.O.
• Maintains Ship-to Address as Billing, Forwarding or one time Ship-to address
• Store Consignment Details for future tracking
• Keep track of Product Serial No. delivered
• Create Multiple Delivery Challans till the Sales Order Quantity is fulfilled
• Automatically keep track of Balance Quantity to be delivered in case of Multiple Challans
• Create Excise Invoice with a Single Click
• Design Delivery Challan as per requirement