Sales Management
Perfetto ERP’s Sales Module helps manufacturing businesses manage the complete sales cycle — from enquiry and order booking to dispatch, invoicing, and collection.
It improves sales team productivity, ensures accurate order fulfillment, and provides real-time visibility into orders, pricing, margins, and customer commitments.
What Problems It Solves
- Orders booked without stock visibility
- Pricing and discount inconsistencies
- Delays in dispatch and invoicing
- Poor coordination between sales, stores, and dispatch
- Limited visibility into sales performance and profitability
Core Sales Capabilities
Customer & Order Management
- Customer master and order management
- Sales order tracking from booking to dispatch
- Advance orders and schedule-based deliveries
Invoicing & Billing
- Advance Invoicing and Proforma Invoices
- Automatic invoice generation from dispatch
- GST-compliant billing and tax handling
Stock Allocation & Availability
- Real-time stock visibility during order booking
- Stock reservation against sales orders
- Inter-location stock allocation and transfers
Pricing & Discount Control
- Customer-wise and product-wise pricing
- Discount policies with approval controls
- Margin visibility at order level
Dispatch & Logistics Management
- Dispatch planning based on order priority
- Transport planning and vehicle allocation
- Integration with packing, weighbridge, and gate entry
Returns & Adjustments
- Sales return management
- Credit notes and adjustments
- Return impact on stock and accounts
Sales Performance & Incentives
- Sales targets definition (individual / team-wise)
- Incentive calculation based on sales achievement
- Performance analysis and reports
Business Value
- On-time order fulfillment
- Better coordination between sales, stores, and dispatch
- Improved pricing and margin control
- Higher sales team productivity
- Accurate and timely invoicing
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