📘 ERP Sales Process Help File

This comprehensive ERP help guide supports UAE-based trading companies in managing the sales cycle — from enquiry to quotation, sales order, invoicing, and payment collection. Designed for both training and troubleshooting.

🔁 Step-by-Step Sales Workflow

1. Enquiry Capture: Go to Sales > Enquiries. Add source and details.
2. Quotation Preparation: Use Sales > Quotations. Choose items and auto-calculate margins.
3. Vendor Costing: Generate RFQs and record supplier responses via portal/manual.
4. Approval: Route for internal management review.
5. Revision & Resend: Version control for re-quotes with ERP-integrated email.
6. Sales Order: Convert accepted quotation upon LPO receipt.
7. Delivery Planning: Create packing list and delivery note. Integrate with WMS.
8. Invoice Generation: Auto/manual from Sales Order.
9. Payment Collection: Accept via gateway, PDC, or bank transfer.
10. Bank Reconciliation: Finance reconciles payment with the invoice.

✅ Pro Tips

• Use pre-saved quotation templates for speed.
• Enable margin alerts for profitability checks.
• Geo-tag deliveries using mobile WMS App.
• Link CRM leads to sales orders for insights.
• Enable auto-notifications for overdue invoices.

🧩 ERP System Integrations

• CRM: Link leads directly to quotations.
• Inventory: Check live stock availability.
• Finance: Auto-update AR upon invoice creation.
• ESS: Reps monitor targets and commissions.

🚨 Troubleshooting Common Issues

🔚 Conclusion

This ERP Sales module guide helps streamline operations, ensure accuracy, and speed up collections. For personalized support, contact info@professionalslobby.com.