Add new customers easily and organize them by customer groups for better management. You can enable or disable customers as needed and track their transactions efficiently, ensuring a structured and seamless approach to customer relationship management.

Add new items effortlessly and categorize them by item groups for better organization. You can enable or disable items as needed and efficiently create and manage item variants, ensuring a streamlined approach to inventory management.

Add new item prices easily and set standard selling and buying prices for items. This ensures consistent and transparent pricing, helping you manage costs and profitability efficiently.

Define payment terms for customers, ensuring clarity in financial agreements. You can set due dates and payment intervals, specify percentage or fixed amounts for advance payments, and apply payment terms based on customer groups or individual customers. This helps streamline payment collection, improve cash flow management, and reduce overdue payments.

Create and send quotations to customers. You can add items, quantities, and prices. In addition, apply discounts and taxes, and set a validity period to ensure timely responses. With customizable templates, you can enhance branding and maintain a professional look. Additionally, the system enables you to track quotation statuses, helping you manage sales prospects effectively.

Create and manage sales orders efficiently. You can link sales orders to quotations and invoices, ensuring a smooth sales workflow. Add items, quantities, and prices, set delivery dates, apply discounts, taxes, and payment terms, and manage stock allocation to streamline order fulfillment. Additionally, you can convert sales orders into delivery notes or invoices and customize templates for branding, ensuring a professional presentation.

The Selling Dashboard provides a comprehensive overview of your sales performance at a glance.

You can track annual sales, monitor pending sales orders for delivery and billing, and keep an eye on active customers in real time.

Gain insights into sales order trends, helping you identify growth patterns and potential bottlenecks.

Additionally, the dashboard highlights top customers, enabling you to focus on key accounts and optimize your sales strategy.