Sales Management Application

DASHBOARD

Shows Sales Chart Daily/Weekly/Monthly/Quarterly/Half Yearly/Yearly with your desired chart type and comparisons, Total Outstanding and Total Overdue Outstanding, Overdue invoices, Outstanding invoices, Highest-Lowest Sold Material Quantity wise/Amount wise.

SALES

Add/Edit/Delete Sales from the Application easily. Search Invoices using Material/Client/Sales Invoice Date Range / Due date etc. Option to Generate and download PDF or Send email using Email Template with invoice copy attachment. Can See Receipt and also Attach Advance Receipt from the Sales Detail Screen.

PENDING INVOICES

Shows list of delivery challans or orders which invoices are not made. Create Invoice from Pending Delivery Challan or Pending Orders with few clicks.

OVERDUE INVOICES

Overdue invoices ageing filtration options. Even you can search future overdue orders for projection. Shows full or partial remaining amount invoice wise. DELIVERY CHALLAN Add/Edit/Delete Delivery Challan using Manual Mode/QR Code of Order No/by selecting Order No. Search Delivery Challan using Client, Order No, Delivery Date Range etc.

FOLLOW-UPs

Shows missed and upcoming follow-ups. Manage follow-ups from the dashboard itself. You will never miss follow up as it notifies you even if your app is closed.

COMMENTs and ATTACHMENTs

Add discussion with lead using comment module for future references. If DMS Module is purchased you can attach multiple documents with Deals, Tasks or Quotations for future reference and quick access anytime anywhere.

Sales Module

Sales module of TheERPHub consent to a corporation toward systematizes plus track the sales procedure in a professional manner, because of various configuration alternative, also sales channels are covered. Proforma invoice, Rent memo, Delivery Challan, Sales invoice are just a few of the services mentioned here.

Customized Mobile Applications

We made mobile apps apart from these. Create customized mobile apps according to your requirements. Let's discuss your business requirements we are here to create mobile app as per your needs.

Contact us to discuss your requirements

Mobile Application Rights Management

MENU & NOTIFICATIONS

RIGHTS

All Mobile Applications will work as per rights are given on web application. To get the effect of modified rights, one need to logout and login again to the mobile application.

Notifications: You will receive all kindly of notifications installing any TheERPHub Mobile Application but you can see notification detail based on the app you have installed.

DATA

RIGHTS

Mobile Application will show data in some modules as per SHOW DATA fields in Employee Master, means if you have selected.

All: Show all Data
Hierarchical: Shows own and downward line employees data
Own: Only data entered by me

Tags ;

sales management application expense management application sales app