ERP module

Sales Management

Quote, sell and invoice in a single flow. Manage the full order-to-cash cycle: quotations, sales orders, deliveries and invoices. Price lists, discounts and credit limits are applied automatically.

QuotesSales ordersCredit control
Quotation
QuoteQT-3381 · v2
Valid until15 Nov 2026
CustomerEmirates Retail LLC
Sales repS. Haddad
POS terminals × 12AED 30,000
InstallationAED 2,400
Discount 5%– AED 1,620
VAT 5%AED 1,539
TotalAED 32,319
Accepted
AICustomer opened this quote 3 times today
Order to cash

Quote, sell and invoice in one flow

01

Quote

Branded, versioned, e-signed

02

Order

Stock reserved instantly

03

Deliver

Pick list and delivery note

04

Invoice

Tax invoice from the order

05

Collect

Receipts matched automatically

Key features

What you get with Sales Management

01 / 04

Quotations

Branded quotes with versioning, validity dates and e-signature.

Price list · WholesaleLive
ItemListCustomer price
POS terminal2,7502,500
Receipt printer640590
Cash drawer380350
02 / 04

Sales orders

Convert quotes to orders and reserve stock instantly.

Orders this weekLive
Quoted 2
Emirates Retail12 terminalsAED 32K
Bayside Café3 terminalsAED 8K
Ordered 1
Gulf MartPrintersAED 11K
Delivered 1
City PharmacyFull kitAED 19K
03 / 04

Pricing & discounts

Customer-specific price lists, promotions and approval for discounts.

Price list · WholesaleLive
ItemListCustomer price
POS terminal2,7502,500
Receipt printer640590
Cash drawer380350
04 / 04

Credit control

Hold orders automatically when customers exceed credit limits.

Orders this weekLive
Quoted 2
Emirates Retail12 terminalsAED 32K
Bayside Café3 terminalsAED 8K
Ordered 1
Gulf MartPrintersAED 11K
Delivered 1
City PharmacyFull kitAED 19K
Margin by product lineLive
Terminals
22%
Printers
31%
Accessories
44%
Services
58%
Pricing rules

The right price every time, automatically

Customer-specific prices, volume breaks and promotions apply on their own, and discounts beyond policy go for approval.

  • Customer and group price lists
  • Volume and date-based promotions
  • Discount approval above set limits
  • Margin shown before you send
AILive insightTop 10 customers account for 46% of revenue. Two show declining order frequency.

See Sales Management with your own data

Book a free demo and we’ll configure it around your workflows.