Sales & Order Management

Managing sales price lists is made simple, enabling you to make quick decisions based on discounts, quantities, packaging units, and special contract terms. Sales prices can be linked to supplier prices, ensuring they stay automatically updated as supplier prices fluctuate. Price lists allow you to define discounts, quantity-based or subtotal-based tiered discounts, and unit prices for various quantity thresholds. With the price list maintenance tools, you can update prices and discounts for specific items or duplicate an entire price list while applying price increase or decrease rules.

This add-on is designed to address the needs of commercial businesses working with national catalogs and discount categories. It ensures sales prices remain aligned with purchase prices by linking sales discount categories to supplier discount categories.

Create quotes for prospects not yet converted into customers, using prices from price lists and associating agents, payment terms, discounts, and additional costs. With quote versioning, you can maintain a history of all quotes and seamlessly convert an accepted quote into a sales order.

The simplicity of entering customer orders allows you to specify only the customer and the items, as all other data—such as prices, discounts, agents and commissions, shipping details, and payment deadlines—are automatically retrieved.
You can reserve lots and serial numbers. Adding product variants is easy with a grid or matrix that displays all possible combinations of product attributes (e.g., sizes, colors).
It’s also configurable to integrate with the National Health Service’s Order Routing Node (NSO) for receiving and transmitting pre-arranged orders and responses. Partial or full delivery can be managed through delivery notes (DDT) and invoices, and supplier orders can be automatically created, linked directly to the customer order.

The Sales Department can easily create Delivery Notes (DDTs) by processing customer orders or automatically from picking lists or warehouse picking lists (UDC). The warehouse registration procedure for DDTs makes it simple and efficient to manage the availability and inventory of goods.
Movements include updating stock for lots, serial numbers, product variants, and matrices (e.g., sizes, colors).

Issuing invoices is a breeze thanks to the integration with Delivery Notes (DDTs). With a single click, the invoice is ready to be sent to the SDI (Italian Revenue Agency’s electronic system), and it’s immediately clear if the invoice has been received by both the SDI and the customer.
This module handles invoicing and the management of customer prepayments, including the management of prepayment history, viewing open balances, and reversing amounts in the invoice. It also manages job completion on orders with the reversal of recorded prepayments.
Additionally, you can control prices and payment terms, and automatically post the invoice, streamlining accounting operations.
Accompanying invoices are recorded in the warehouse, making it easy to manage the availability and inventory of goods.
Thanks to the integration with Fluentis-Bizlink, it is possible to import invoices via the SDI XML file to manage their accounting flow.

This solution is designed to manage product sales at the point of sale (POS) with receipt issuance. The module allows for easy tracking of items by barcode, enabling quick receipt creation. The procedure interfaces with the main receipt issuance tools, including electronic receipts.

Managing the sales team is simple, thanks to the ability to assign various commission types to each agent. Commissions can be managed based on customer, region, price list, product, customer commission category, or custom data that contribute to determining commission percentages.
Each agent can have their commissions calculated based on factors such as orders, deliveries, invoiced amounts, accrued commissions, or total or partial payments received. This functionality enables operators to manage, monitor, and process agent commission calculations.

The application supports: automatic or manual generation of commission settlements, creation of professional compensation, printing of payslips, accrued commissions, and settlement reports.