Sales are the beating heart of every organization. In Teamyar ERP software, management of all sales processes as well as online and offline store management is done through this module. The Teamyar sales management module provides managers with the opportunity to easily manage the entire sales process from issuing proforma invoices and sales invoices, registering automatic accounting documents, direct communication with the warehouse system, and issuing remittances, personnel, and customer (CRM) to all types of reports and control. One of the most important features of this module is inventory control as soon as the sales invoice is registered, the creation of a flexible price list in accordance with the organization's sales routine, registration of the settlement document for the relevant invoice, unlimited and customized access, calculation of the cost of goods sold, calculating related profit and loss, TTMS report, etc. Teamyar's sales module designs and implements operations according to the steps required by organizations and has the ability to create all kinds of reports according to customers' requests and needs.
Select the active branch
Automatic counter assignment for sales operations
Definition of customers
Providing customer information such as contact details, previous transactions, and account history
Real-time updates on customer interactions
Providing information on the financial resources available to the sales team, including sales quotas, budgets, and forecasts
Provide information on expenses and costs associated with sales activities
Allocation of credit for customers
Registering the sales invoice in the process of exchanging goods without a warranty
Recruitment and definition of personnel in the property and fixed assets unit recruitment and definition of personnel in the property and fixed assets unit
Adding sales commission to payroll for personel
Create responsible users in the sales module
Create access to see the sales module in the list of responsible modules.
Selection of goods and warehouses defined in sales operations, including orders, pre-invoices, invoices, and returns from sales
Registration of sales remittance and return receipt from the warehouse sale
Check the inventory of the selected warehouse in the sales invoice.
Registering the reservation of goods in the warehouse.
Allocation of warehouse to sales centers
Granting sales personnel access to desired warehouses.
Portal (Web site)
Management of online sales of goods from different warehouses
Assignment of warranty to sold goods
Grouping of goods for display on the portal
Insert description for display on the portal for each product
Accounting and Treasury
Define and set up accounts related to the sales system
Assign sales accounts to personnel, customers, distributors, projects, and sales centers
Record financial documents for the sales operation
Production estimate using sales order call