Sales and Customers

Sales and Customer Program

“ITMAM Sales and Customer Program” allows you to fully manage every stage in the sales cycle starting from the quotation through the sales order, issuing sales invoices, return invoices, disbursement of goods, making a receipt deed and making customer notifications of the permissible deduction,. The program also contains everything related to the sales process, from customer data, debts, what has been paid and what is left on them, everything you have sold is deducted from the store. An important and indispensable program for any specialized sales department

// business benefits

How it will help you ?

Procurement and Suppliers feature streamlines purchasing processes by efficiently managing supplier relationships, tracking orders, and monitoring inventory levels. It helps businesses maintain transparency, optimize costs, and ensure timely delivery with seamless integration of procurement workflows and supplier management."

Custom Sales Workflow

Adapt the program to your sales process, including invoice-first or goods-first options, and generate sales invoices from orders, quotes, or directly.

Automatic Customer Accounts

Automatically create a customer account in the accounts tree upon customer identification.

Expense Allocation

Add specific expenses like transportation costs to individual items or entire invoices.

Serial and Barcode Support

Assign serial numbers or barcodes to items during purchase, using a scanner or manual input.

System Integration

Linked directly to ITMAM General Accounts and Warehouses programs for seamless operations.

Unlimited Customers

Add and manage an unlimited number of customers.

Comprehensive Customer Information

Record detailed client data, including name, contact details, tax number, and credit limit.

Document Linking in Sales Cycle

Link sales documents like orders, quotes, and invoices, tracking the entire process from warehouse dispatch to payment.

Tax Application

Add and apply various taxes to each item in the invoice.

Client Grouping

Categorize clients into groups and generate reports based on these categories.

Client-Specific Sales Policies

Set tailored sales policies for each client.

Client Credit Limit

Set and enforce a credit limit for each client.

Multi-Currency Support

Handle sales in multiple currencies with automatic conversion and view client account statements by currency.

Earned Discount Management

Apply earned discounts on outstanding balances through customer notifications.

Invoice and Payment Management

Manage cash or future invoices, track due dates, and generate reports on payments and aging debts.

Item and Invoice Discounts

Apply discounts to individual items or entire invoices.

Dual Client-Supplier Registration

Item Maximum Policy

Set item limits to prevent selling more than the allowed quantity to clients, with the ability to customize this for specific clients.

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