Introduction to Sales Management.

The sales Management process in Boon help to streamline sales quotes, sales order processing, delivery, billing, and payments. The sales processing module supports the entire quote-to-cash process. Execute customer sales orders faster and more efficiently.

 

Boon Sales Management has a seamless integration with Boon Customer Relationship Management (CRM) module, convert to quotes, create a sales order, and follow through with delivery, billing, and service. The sales processing functionality automatically calculates pricing, surcharges, discounts, freight, and taxes, and fully integrates with accounting functions. The solution delivers overall insights into available stock, production schedules, and customer accounts with industry-specific tools designed to meet the needs of manufacturing and distribution businesses.

 

Sales Management.

Sales Management [Accounts Receivable] is an important execution module under finance segment of Boon. Financial relationship with Customers who are getting output from the organization in the form of goods and services are maintained in Sales Management [Accounts Receivable] module. This module provides the functionality to enter, monitor, maintain and process for invoices and credit notes that the organization provides to its customers.

The key features of this module is as follows:

• Create and maintain Customer information. Sales Management module systematically enables more effective Customer management, accelerate the processes and achieve more economic results.

 

• Sales Order Management. Sales Order facilitates seamless management of the entire order-to-cash process including inquiries, quotations, order processing, and billing management.

• Invoicing and Receipt processing. In the sales process, the companies initiate the invoicing process after completing the inventory movements with the packing slip document. Through the integration of the Financial Accounting Module, it is ensured that the invoices are accounted for individually or collectively, and the related accounts are taken into consideration in accordance with the payment plan.

• Packing slip and Delivery. Packing slip process helps in accounting the inventory movement and accounting of items. This keeps track of under delivery, status of delivery etc.

Reporting.

Standard reports are available with rich parameters and options. With the help of easy-to-use options, Excel, PDF, text documents can be transferred easily to different environments. There are provision to get output of sales register, various printable document reports such as sales order, customer invoice, packing slip etc. 

Integration.

The Sales Management module works in an integrated manner with many modules in the system to ensure an effective sales process. With the Inventory Management module integration, packing and despatch of materials from the inventory takes place directly with the posting of packing slip. The stock status of the order can be tracked through sales orders. Integration with the Customer Invoice module allows order documents to be matched to invoices and the packing slip status of the order.