Sales & CRM
Sell and stay close to your customers: orders, pricing, promotions, pipeline, campaigns and loyalty in one module.
Sales documents
The sales module covers the full order-to-cash flow. Create sales orders, convert them to invoices, handle returns and issue credit notes when goods come back. Barcode mapping links your item codes to scannable barcodes, and settlements reconcile what was sold against what was collected.
Sales orders
Capture orders with line-level pricing, then invoice in one click or in stages.
Invoices & returns
Issue invoices, process returns and keep receivables aligned with the ledger automatically.
Credit notes
Credit a customer for returned or disputed goods with full audit history.
Settlements
Match payments and POS takings against open documents at the end of each day.
Pricing and promotions
Pricing rules set the right price per customer, group, quantity or date range, so your team never quotes from a stale price list. Discounts and promotions layer on top — run a seasonal campaign or a volume discount and the correct price appears on every order and at every POS terminal.
When several pricing rules could apply, the most specific one wins. Review rule priorities after adding a promotion so a broad discount does not override a negotiated customer price.
Leads and pipeline
The CRM side tracks every relationship: contacts, leads, opportunities and the activities your team logs along the way. Move opportunities through your pipeline stages and watch forecast value update on the CRM dashboard.
- 1
Capture the lead
Create a lead manually or from a campaign response, and link it to a contact.
- 2
Qualify into an opportunity
Convert promising leads into opportunities with a value, stage and expected close date.
- 3
Work the pipeline
Log calls, meetings and tasks as activities so the next step is always visible.
- 4
Close and convert
Win the deal and create the sales order directly from the opportunity.
Campaigns, loyalty and the CRM assistant
Campaigns let you target customer segments and measure responses, while loyalty programs reward repeat buyers with points and tiers that apply automatically at checkout. The CRM dashboard summarizes pipeline health, and the built-in AI assistant answers questions like which accounts have gone quiet this quarter.
Loyalty balances are shared with the POS module, so points earned in-store and online accrue to the same customer record.