Customer Relationship Management (CRM)
Leads, sales opportunities, pipeline, campaigns and support requests.
Commercial Management · Sales processes
Sales ManagementManage your sales process from quotation to invoice in a single flow
Sales Management covers the sales process from customer records and sales quotations to sales contracts, sales orders, returns and invoices. Sales price lists, customer-specific and periodic prices, discount definitions and approvals are managed in this module, and under sales invoicing so are outgoing e-invoices, outgoing e-archive invoices, and proforma, late payment difference, price difference, exchange rate difference and sales return invoices.
Manage orders, invoices and delivery notes easily. Improve your processes by quickly calculating late payment, price and exchange rate differences.
Which challenges does Sales Management address?
- When pricing and discount rules vary from person to person, profitability cannot be controlled.
- Late payment, price and exchange rate difference invoices are prepared in separate spreadsheets.
- Sales targets and actual performance are not tracked in the same place.
Key features
The 23 features in Sales Management and the packages each one is offered in.
- DashboardIncluded in all packages
- CustomersIncluded in all packages
- Sales QuotationsIncluded in all packages
- Sales ContractsIncluded in all packages
- Sales OrdersIncluded in all packages
- Sales ReturnsIncluded in all packages
- Sales TargetsIncluded in all packages
- Sales PerformanceIncluded from Small Business
- Sales Reporting & AnalyticsIncluded in all packages
Pricing Management
- Sales Price ListsIncluded in all packages
- Customer-Specific PricesIncluded from Mid-sized Business
- Periodic PricingIncluded from Mid-sized Business
Discount Management
- Discount DefinitionsIncluded from Mid-sized Business
- Customer / Product DiscountsIncluded from Mid-sized Business
- Discount ApprovalsIncluded from Mid-sized Business
Sales Invoicing
- Outgoing e-InvoicesIncluded in all packages
- Outgoing e-Archive InvoicesIncluded in all packages
- Sales InvoicesIncluded in all packages
- Proforma InvoicesIncluded in all packages
- Late Payment Difference InvoicesIncluded in all packages
- Price Difference InvoicesIncluded in all packages
- Exchange Rate Difference InvoicesIncluded in all packages
- Sales Return InvoicesIncluded in all packages
Comparison by package
"Included": part of the package. "Add-on": can be added as an option. "Higher tier": not part of this package; available by upgrading to a higher tier.
| Feature | Micro Business | Small Business | Mid-sized Business | Large Business | Corporate | Enterprise | Tailored |
|---|---|---|---|---|---|---|---|
| Dashboard | Included | Included | Included | Included | Included | Included | Included |
| Customers | Included | Included | Included | Included | Included | Included | Included |
| Sales Quotations | Included | Included | Included | Included | Included | Included | Included |
| Sales Contracts | Included | Included | Included | Included | Included | Included | Included |
| Sales Orders | Included | Included | Included | Included | Included | Included | Included |
| Sales Returns | Included | Included | Included | Included | Included | Included | Included |
| Sales Targets | Included | Included | Included | Included | Included | Included | Included |
| Sales Performance | Higher tier | Included | Included | Included | Included | Included | Included |
| Sales Reporting & Analytics | Included | Included | Included | Included | Included | Included | Included |
| Pricing Management | |||||||
| Sales Price Lists | Included | Included | Included | Included | Included | Included | Included |
| Customer-Specific Prices | Higher tier | Higher tier | Included | Included | Included | Included | Included |
| Periodic Pricing | Higher tier | Higher tier | Included | Included | Included | Included | Included |
| Discount Management | |||||||
| Discount Definitions | Higher tier | Higher tier | Included | Included | Included | Included | Included |
| Customer / Product Discounts | Higher tier | Higher tier | Included | Included | Included | Included | Included |
| Discount Approvals | Higher tier | Higher tier | Included | Included | Included | Included | Included |
| Sales Invoicing | |||||||
| Outgoing e-Invoices | Included | Included | Included | Included | Included | Included | Included |
| Outgoing e-Archive Invoices | Included | Included | Included | Included | Included | Included | Included |
| Sales Invoices | Included | Included | Included | Included | Included | Included | Included |
| Proforma Invoices | Included | Included | Included | Included | Included | Included | Included |
| Late Payment Difference Invoices | Included | Included | Included | Included | Included | Included | Included |
| Price Difference Invoices | Included | Included | Included | Included | Included | Included | Included |
| Exchange Rate Difference Invoices | Included | Included | Included | Included | Included | Included | Included |
| Sales Return Invoices | Included | Included | Included | Included | Included | Included | Included |
Source: Factorbooks product and package scope list. For current pricing and additional requirements, request a quote.
Related e-Transformation and e-Banking products
e-Invoice (e-Fatura)
Issue e-Invoices to your customers, receive e-Invoices from your business partners and manage the entire process anytime, anywhere.
e-Archive Invoice (e-Arşiv)
Easily issue and send electronic invoices to customers who are not e-Invoice users and to your individual customers.
Solutions that include this module
Sales and customer processes
Connect the sales process from lead to quotation, and from order to invoice and shipment.
e-Transformation and digital documents
e-Invoice, e-Archive, e-Waybill, e-Ledger, e-SMM and other e-documents are included in all packages.
Reporting and management visibility
Decision support from KPI dashboards to financial, fiscal, commercial and management reports.
Sales Management: frequently asked questions
Which packages include Sales Management?
Available in ERP from Micro Business; some features unlock in higher tiers. All features are included from Mid-sized Business. See the comparison table on this page for package-level details.
Which modules is Sales Management used with?
Sales Management runs on the same platform as these modules: Customer Relationship Management (CRM), Shipment Management, Digital Transformation Management, Advanced Finance Management. This module is a step in the "Sales to collection" process chain.
How do I request a demo of Sales Management?
Just mention the module you are interested in and your needs in the demo request form. Our sales team will prepare the demo around this module and the related processes.
See Sales Management in a live demo
In a live demo we walk through your priority processes together and clarify the package and module scope that fits your needs.