Enterprise Sales Orders & Quotation Management
Help your sales team send quotes with custom discount levels and special prices for wholesale, retail, or VIP clients, set up manager approval steps for big discounts, and automatically stop orders if a client's credit limit is exceeded.
From initial quote approval to dispatch and digital invoicing
End-to-End Quotation & Order Control
Manage B2B, wholesale, and direct distribution sales seamlessly with unified inventory allocation and electronic payment gateways.
Quotation Template Builder
Easily create product-specific quotations using an intuitive drag-and-drop builder in seconds.
Create Quote from CRM
Convert won leads or pipeline opportunities into formal commercial quotations with one click.
Dynamic Pricelists
Sell in multiple currencies based on customer tiers, geographic country groups, or volume discounts.
Order-Specific Routes
Choose how each order is delivered: ship directly from your supplier, transfer without storing in warehouse, or dispatch from your stock with custom delivery routes.
Share with Customers
Send Quotes, Advance Estimated Invoices, and Order Confirmations instantly to customers via Email or WhatsApp.
Get Paid Online
Allow customers to review, electronically sign, and pay quotations online via secure payment gateways.
Automated Shipping Cost
Compute accurate logistics costs based on weight, volume, delivery zone, and transporter rate cards.
Upselling & Cross-Selling
Increase average order value by suggesting complementary items, volume tiers, and time-sensitive promotions.
Customer Self-Service Portal
Empower clients with 24/7 access to review past orders, download invoices, and track dispatch status in real time.
Smooth Sales Process for Modern Enterprises
All Orders in One Place
Manage B2B, B2C, POS, and eCommerce sales orders in a single consolidated interface.
Products with Attributes
Configure variant matrices (size, color, finish) with dynamic barcode and pricing rules.
Document Management
Attach signed contracts, specifications, delivery challans, and internal notes seamlessly.
Revenue Tracking
Real-time profitability, sales commission calculation, and multi-company ledger consolidation.
Sales Module Workflow
Trace each order from quotation templating to warehouse confirmation and KPI analysis in an interactive step-by-step walkthrough.
Create Standard Quote Templates
Standardize pricing terms, optional products, and default delivery conditions with clean quote templates that prevent costly manual quoting errors.
- Pre-built standard quote templates
- Standardized terms and default lines
- Optional add-on product suggestions
Sales Team Generates Quote from Template
Populate customer details, apply negotiated pricelists, and customize line items with automatic tax calculation (CGST, SGST, IGST).
- Customer auto-fill and tier pricelists
- Dynamic multi-tax calculations
- Instant pro-forma preview
Assign Orders to Sales Person & Branch
Allocate deals to sales staff or branches for commission tracking, credit approvals, and instant ledger updates the moment orders are delivered.
- Sales rep and branch assignment
- Commission and quota tracking
- Hierarchical approval management
Dispatch Quotations via Email & WhatsApp
Deliver digital PDF quotes or interactive links directly to the client's inbox or WhatsApp with immediate notification when viewed.
- Direct PDF delivery via email
- Instant WhatsApp link sharing
- Real-time client view notifications
Track Client Activities & Automated Follow-ups
Log customer calls, emails, feedback notes, and schedule reminder activities so no prospective deal goes cold.
- Log customer calls, meetings & notes
- Automated follow-up activity reminders
- Multi-calendar scheduling integration
Order Confirmation & Warehouse Dispatch
Once accepted, manager confirms the order. The ERP triggers automatic inventory reservation, delivery order preparation, and invoice creation.
- 1-click confirmation to sales order
- Automated inventory reservation
- Instant delivery challan generation
Real-Time KPI Dashboards & Revenue Analytics
Monitor gross margins, top-selling product categories, regional sales performance, and sales rep targets with interactive pivot and chart views.
- Gross margin & profitability metrics
- Regional & product category breakdown
- Rep leaderboard and forecast charts
Want to see Sales Management in action?
Schedule a live interactive demonstration with our senior solutions engineers to evaluate how Arihant ERP can streamline your price quotes and accelerate order fulfillment.