Teamyar ERP Sales Management Module
Sales are the beating heart of every organization. In Teamyar ERP software, management of all sales processes as well as online and offline store management is done through this module. The Teamyar sales management module provides managers with the opportunity to easily manage the entire sales process from issuing proforma invoices and sales invoices, registering automatic accounting documents, direct communication with the warehouse system, and issuing remittances, personnel, and customer (CRM) to all types of reports and control. One of the most important features of this module is inventory control as soon as the sales invoice is registered, the creation of a flexible price list in accordance with the organization's sales routine, registration of the settlement document for the relevant invoice, unlimited and customized access, calculation of the cost of goods sold, calculating related profit and loss, TTMS report, etc. Teamyar's sales module designs and implements operations according to the steps required by organizations and has the ability to create all kinds of reports according to customers' requests and needs.
Key features of the Sales Management module
Interaction with other modules
Branch
Select the active branch
Automatic counter assignment for sales operations
Customer
Definition of customers
Providing customer information such as contact details, previous transactions, and account history
Real-time updates on customer interactions
Budget
Providing information on the financial resources available to the sales team, including sales quotas, budgets, and forecasts
Provide information on expenses and costs associated with sales activities
Allocation of credit for customers
After-Sale Service
Registering the sales invoice in the process of exchanging goods without a warranty
Human Resource
Recruitment and definition of personnel in the property and fixed assets unit recruitment and definition of personnel in the property and fixed assets unit
Adding sales commission to payroll for personel
Administration
Create responsible users in the sales module
Create access to see the sales module in the list of responsible modules.
Product
Selection of goods and warehouses defined in sales operations, including orders, pre-invoices, invoices, and returns from sales
Registration of sales remittance and return receipt from the warehouse sale
Check the inventory of the selected warehouse in the sales invoice.
Registering the reservation of goods in the warehouse.
Allocation of warehouse to sales centers
Granting sales personnel access to desired warehouses.
Portal (Web site)
Management of online sales of goods from different warehouses
Assignment of warranty to sold goods
Grouping of goods for display on the portal
Insert description for display on the portal for each product
Accounting and Treasury
Define and set up accounts related to the sales system
Assign sales accounts to personnel, customers, distributors, projects, and sales centers
Record financial documents for the sales operation
Production System
Production estimate using sales order call
Sales Management Module Subsystems
- Invoice settings (connection with warehouse, human resource, accounting, system manager, CRM module)
- Settings for creating sales centers (communication with warehouse, human resource, accounting, system manager, CRM modules)
- Create a different sales cycle
- Creating quotas to limit sales by sales agents (communication with the warehouse module, human resource, system manager, CRM)
- Registering a store invoice at the same time as deducting the stock from the warehouse (connection with the warehouse module)
- Allocation of sales periods to the desired customers
- Establishing communication between sales agents and specific customers (communication with human resource module, system manager, CRM)
- A separate price list with discounts, commissions, and gifts in each period (connection with warehouse, human resource, accounting, system manager, CRM modules)
- Setting up approvers in each part of the order, proforma invoice, and sales invoice (communication with human resource module, system manager)
- Special grouping of goods for display, along with creating descriptions on the portal (site) (connection with the warehouse module)
- Registration of sales in-store and one-step form (connection with warehouse, human resource, accounting, portal, CRM module)
- Settings for displaying product-specific information in the invoice (connection with the warehouse module)
- Adjusting the added value separately and cumulatively (in connection with the accounting module)
- Online payment settings and choosing a specific account for depositing funds (connection with the accounting module)
- Setting the settlement date to limit the access to record the settlement date (connection with the accounting module)
- Custom customer setting and default payment type (connection with accounting module, portal, CRM)
- Allocation of sales personnel to each course due to the limitation in seeing all course agents (connection with the human resource module)
- Creating conditions for commissions to be paid to distribution personnel (connection with the human resource module, accounting)
- Portal (site) settings (communication with product modules, accounting, CRM)
- Product price display, inventory display, and discounts
- Show payment method
- Product information settings in tree form
- Product display settings on the portal and the ability to reserve products
- Settings on how to display goods on the portal
- Online payment settings
- The existence of a shopping cart in the online shop (connection with product modules, CRM)
- Categories of products, services and how to display them in the online store (shop) (connection with product modules, CRM)
- Registration of questions and answers in the online shop (communication with product modules, CRM)
- Registering and displaying user account information in the online shop (connection with product modules, CRM)
- Displaying the shipping cost in the online shop (connection with product modules, CRM)
- The ability to use descriptive features and characteristics in the online shop (connection with product modules, CRM)
- Displaying related products in the online shop (connection with product modules, CRM)
- Search capability in the online shop (connection with product modules, CRM)
- Displaying the status of the order in the online shop (connection with product modules, CRM)
- Registration of sales order invoices, pre-invoices, sales permits, sales contracts, sales invoices, and returns from sales independently and directed to each other (connection with the warehouse module, system manager, human resource, accounting, budget, portal (site), CRM)
- Creating a contract template, accessing the contract template, and using it (communication with the module and system administrator)
- Providing permission to leave goods directly or indirectly to the sales order or pre-invoice (communication with the warehouse module, system manager, human resource, accounting, budget, portal, CRM)
- Settings related to the selection of the person responsible for the sales order, pre-invoice, sales license, sales invoice, and return from sales (connection with the system manager, Human Resource module)
- Settings related to customer credit in sales orders, pre-invoices, sales authorizations, sales invoices, and returns from sales (connection with the system manager module, human resource, budget)
- Print display settings in the sales order, pre-invoice, sales license, sales invoice, and return from sales tab.
- Customer invoice summary report
- Customer Invoice Summary Report
- Calling various BI reports publicly and privately
- Create custom reports using invoice number, invoice date, customer, product, operation, etc.
- Determining access per user and group for all sections and sections of the sales module (connection with the system manager module)