Slide 3

Salesforce Management

RFQ (Request for Quote)

Caputre all your Customer enquiries, and followup them. End of the day track down how many RFQ are Won and Loss.

Pre Costing

Calculate your marging based expted cost and estimated selling price related RFQ. From here you will find whether you want to proceed to quote for the RFQ or not.

Quotation

A Quotation is a formal statement issued by a seller to the prospective buyer; usually, upon request for a quotation(RFQ). It contains the detailed list of Products and Services, Prices and Taxes, Dates, Parties involved, Address information, Terms, and Discounts.

Sales Order

Sales Order is an Internal document generated within the company after the Purchase Order or Quotation Acceptance is received from Customer.

Sales Order comprises Sales Order number, Purchase Order Number, Recurring Invoice, Billing and Shipping Address, Products or Services, Prices and Taxes etc., It helps your sales team track all the Products that should be manufactured, shipped or Services / Warranties given according to the agreed prices and dates.

Delivery Order

After received Purchase Order or Quotation Acceptance or Advance Payment you need to deliver your Products or Services as agreed.

Proforma Invoice

After or Before Delivery of Products/Services your organization might have to issue invoices depending upon the businesses you deal. SYS IT OMS gives you the flexibility to generate proforma invoices from sales order or delivery order records.

Tax Invoice

After or Before Delivery of Products/Services your organization might have to issue Tax Invoices depending upon the businesses you deal. SYS IT OMS gives you the flexibility to generate Tax Invoices from sales order or delivery order or proforma invoice records.

Credit/Debit Note

Sometimes your organization might have to issue Debit/Credit depending upon the businesses you deal with your Customer. SYS IT OMS gives you the flexibility to generate Credit/Debit Notes from Tax Invoice Records.