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The sales process starts long before a customer deal is made and continues long after. For this reason and for the user’s convenience, the Sales module gathers all possible actions in one place, which includes:
- creating a sale of goods, BOMs or services
- creating different types of sales – wholesale or retail
- sales processing from markets or web shops
- sales under contracts with customers
- sales warehouse service (dispatch, picking)
- blocking of sales quantities
- warehouse service for online sales with freight forwarder ( packing, bills of lading)
- invoicing, issuing financial documents (cash voucher, receipt, proforma, invoice)
- recording of sales payments( more precisely on the related financial documents)
- current sales status (invoiced, paid, written, claimed)
- reversal of sales and related warehouse and/or financial documents and/or payments
- return of money to customer
- reflecting the return and/or exchange of goods
- offers and their conversion into sales
- allocation of sales costs
- multiple sales reports by different sections
Pricing and pricing policies
The Sales module in Prim.IO allows an enviable freedom in managing pricing policies, so you can cover every relationship and agreement with your contractor. Organizing prices can be quite a task, especially if you sell through multiple channels, but with Prim.IO there is a solution. The Sales module will help you unify your pricing policies, listings and promotions. And if you do decide to differentiate, for example to sell cheaper by 15% just through your website, you can also organize and track it through the module.
Ways to manage prices and pricing in Prim.IO:
- price lists by customer
- price lists by customer types, customer statuses
- price lists for one or more goods/services
- price lists by group of goods / services, brands, supplier
- price lists by place of sale
- price lists by trader or multiple traders
- specific pricing policy ( freely editable)
- policies for giving discounts in order of sale
- policies for giving discount on document sale
- promotions for percentages and/or quantities
- customer cards with bonus points
- price sessions by period