Sales CRM Features
Items
- Define and organize a comprehensive catalog of products or services.
- Maintain details such as item codes, descriptions, and pricing.
- Facilitate efficient inventory management and stock tracking.
- Streamline the ordering process by referencing standardised item information.
Vendor Items
- Associate specific products or services with particular vendors.
- Streamline procurement by mapping each vendor to their corresponding items
- Simplify purchasing decisions by having a vendor specific item catalogue.
- Improve accuracy in purchase orders by referencing vendor-specific product details.
Vendor
- Maintain a centralized database of vendor details for effective management.
- Track and evaluate vendor performance, including delivery times and quality.
- Streamline communication by storing contact information and preferred terms.
- Enhance decision-making by referencing vendor history and reliability.
Purchase Request
- Enable employees to submit requests for the procurement of goods or services.
- Initiate the procurement process by creating a formal record of requested items.
- Improve transparency by documenting the purpose, quantity, and urgency of requests.
- Streamline approvals through structured workflows for purchase request authorization
Quotation
- Request and compare price quotations from multiple vendors for cost-effective decisions.
- Facilitate negotiation processes by gathering detailed pricing information.
- Support vendor selection by analyzing and comparing received quotations.
- Improve decision-making through transparent and standardized quotation processes.
Purchase Order
- Formalise the intent to purchase goods or services from selected vendors.
- Streamline procurement by specifying quantities, prices, and terms in official documents.
- Enhance communication with vendors by providing detailed purchase order information
- Facilitate order tracking by referencing unique purchase order numbers.
Order Returns
- Record and manage returns of items to vendors due to defects or errors.
- Track and document reasons for returns to identify patterns and improve processes.
- Ensure accurate inventory levels by updating stock upon the return of goods.
- Facilitate efficient communication with vendors regarding returned items.
Contracts
- Create and manage formal agreements with vendors, specifying terms and conditions.
- Streamline and standardize procurement processes through predefined contract terms.
- Ensure compliance with agreed-upon conditions, minimizing legal risks
- Facilitate negotiations and revisions by referencing established contract details.
Debit Notes
- Document situations where the vendor owes the organization money.
- Record overpayments, returned goods, or other adjustments in financial transactions.
- Facilitate communication with vendors by providing a clear record of debit situations.
- Streamline accounting processes by referencing debit notes in financial reports.
Invoices
- Manage and process vendor invoices for goods or services received.
- Ensure accuracy in billing by matching invoices with corresponding purchase orders.
- Facilitate timely payments by referencing detailed invoice information.
- Streamline approval workflows for invoice processing, ensuring adherence to policies.
Settings
- Configure and customize the procurement module based on organizational needs.
- Define and manage user permissions and access controls for security.
- Establish default settings for procurement processes to ensure consistency.
- Tailor the system to adhere to specific industry or organizational requirements.
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