Quotations & Sales Orders

Quote to cash in one flow

Send a quotation, convert it to an order, ship it and invoice it — each step created from the last, with PDFs at every stage.

Quotations

Win the deal on the first send

Create, revise and duplicate quotations, send them as PDF and convert the accepted version into a sales order.

Win the deal on the first send ERPSync

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Orders & delivery

Sales orders go through an approval step, then deliveries track packed, shipped and delivered with printable delivery notes.

Approve, pack, ship, deliver ERPSync

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Teams & commissions

Organise sales teams, set commission rules and approve payouts, with price lists, channels and forecasts to plan ahead.

Reward the people who sell ERPSync

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特点

Each area of ERPSync shares the same customers, products, people and ledger, so work done in one place is instantly available everywhere else.

Capture leads, move deals across a kanban pipeline and nurture customers with campaigns and surveys.

Give clients a self-service portal for invoices, estimates and contracts, and answer their tickets in a built-in helpdesk.

将项目、销售、财务、库存、制造和人员整合到一个平台上 — 不再手动核对电子表格。

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