Sales

SotaERP Sales is the application to run your sales process (from quotation to sales order) and deliver and invoice what has been sold.

• Send Quotations
  • Quotation templates
  • Optional products
  • Online signatures for order confirmations
  • Online payment order confirmation
  • Quotation deadlines
  • Deliveries and invoices to different addresses
  • Product variants on quotations and sales orders
• Invoicing Method
  • Invoice based on delivered or ordered quantities
  • Down payments
  • Pro-forma invoices
  • Invoicing based on time and materials
  • Invoice project milestones
  • Reinvoice expenses to customers
• Products & Prices
  • Manage your products
    • Import products
    • Product variants
    • Product images with Google Images
  • Manage your pricing
    • Pricelists, discounts, and formulas
    • Foreign currencies
  • Returns and refunds
  • Use eWallets and gift cards
  • Discount and loyalty programs