Sales order processing software to enhance the sales workflow
Sales order processing software by Catalystk is a web-based tool that systemizes the overall sales activities efficiently. It serves as an ideal sales management tool for small business sectors to improve the sales workflow such as sales visits, quoting, order management, order fulfillment, dispatch, and billing. The online system is integrated with business growth tools to accelerate and boost the sales process. The simple and easy-to-use interface helps salespersons manage sales transactions smoothly and win new sales deals efficiently. The system is developed with a wide range of sales tools using which you can generate and share professional-looking business proposals or quotations, proforma invoices, sales orders, delivery challan, and tax invoices. Catalystk sales order processing software is integrated with Lifetime free GST billing software, free CRM software, ERP software, AMC, or Rental software, Inventory software, Manufacturing software, Artificial Intelligence ( AI ), and 500+reports. It's fully free with all the options. Click the link to register for free.
Catalystk sales order management software with tools to create, print, and mail GST compliant sales documents such as quotations, proforma invoices, and invoices.
Catalystk sales order software is embedded with multiple tools to automate supply chain management. The system is inbuilt with templates using which GST-compliant sales documents can be generated and shared with business prospects. Documents such as quotations, proforma invoices, sales orders, and invoices can be printed in multiple formats with all the required business details such as company logo, letterhead, price, descriptions, client contact, and sales terms. Also, a PDF document can be printed and shared via the mail template of the software. Salespersons can even monitor order status, order-wise material dispatch, pending orders, and sales returns.Steps to create and send sales quotations using sales management software:
- Click the side menu option of "Home" and then click the "Quotation" tab.
- Click "New Quotation" -> Enter the customer, product details -> Click "Save" to generate a quotation.
- Open any existing quotation -> use the "Download", "Print", "Mail" options to send the quotation to the customer.
Steps to create and send GST invoices using sales management software:
- Click the side menu option of "Home" and then click the "Invoice" tab.
- Click "New Invoice" -> Enter the customer, product details -> Click "Save" to generate a tax invoice. (You can even use the quotation number to convert a quotation into a tax invoice.)
- Open any existing invoice -> use the "Download", "Print", "Mail" options to share the tax invoice.
Sales order processing software features:
- Quotation with images
- Quotation grouping products
- Revised Quotation
- Quotation without image
- Email Quotation
- Quotation Follow-ups
- Missed quotation follow-ups
- Proforma Invoice
- Sales Order
- DC
- Invoice with tax
- Return Received
- Automated Sales Order, Invoice mailing system
- Sales Projections
- Sales achievements
- Deals management
- Task management
- Leads management
- HSN Code
- GST Calculations
- Finance management
- General Ledger
- Client Ledger
- Supplier Ledger
- Pending Payments
- Profit and Loss
- Sales management
- Procurement Management
- Purchase Enquiry
- Vendor Identification
- Purchase Order
- Goods Received Note
- Goods Return
- Purchase Invoice Verification
- Purchase Invoice
- Pending Purchase
- Sales Work Flow
- Grouping
- Follow Up
- Excel Uploads
- Excel Download
- Reports
Catalystk sales order management system has inventory tools to manage stock and produces accurate sales transaction reports.
The small business sales processing software platform provides a one-stop solution for customer management, sales tracking, and inventory management. Using the system, the sales team can keep track of the leads, analyze business prospects, sales projections, track material stock, dispatch, sales returns, and sales transactions with accurate reports of each. The online tool helps you can record the entire sales process, log payments, manage customer ledgers, accounts, and other expenses. The software provides an excel download option to retrieve monthly invoice reports, daily product sales reports, client reports, lead reports, pending payment, and other financial reports with reminder notifications.
