This product is registered by KIT Co., Ltd..
About This Product
■Sales management system ideal for project management
The sales management system achieves consistent management from the time of registering project information to order receipt, delivery, billing, and payment confirmation, reducing human error, sharing information, and standardizing the process.
overview
■Easily create documents from estimates to invoices
You can centrally manage, create, and issue quotations, order confirmations, delivery notes, acceptance certificates, and invoices. When a similar project occurs, by searching, viewing, and reusing previously registered project information, you do not have to enter project information each time, and you can register project information efficiently.
■Achieve project status management
You can narrow down your search for registered project information by customer, period, or document. The project name, project number, issue date of each document, etc. are displayed in a list, allowing you to check the progress of the project at a glance. It makes it easy to understand the progress of a project.
■Achieve sales analysis from sales forecasts
It is possible to understand the monthly sales forecast from information such as project status and payment schedule. By analyzing the current situation based on order records and sales forecasts, and providing feedback on the results, we aim to further increase sales through strategic sales activities and customer follow-up.
■Features
- It is possible to create sales strategies for each customer based on past project information.
-You can check the progress status of each project at a glance.
- Analyze sales forecasts and provide feedback to salespeople.
■Function
・Project search: Item information search/Project list printing
・Project basic information registration
・Estimate creation: Estimate information registration/similar project diversion/estimate printing
・Order information registration
・Order confirmation creation: order confirmation information registration/order confirmation printing
・Delivery note creation: Delivery information registration/similar project diversion/delivery note printing
・Bill creation: Billing information registration/similar project diversion/invoice printing
・Deposit information registration
・Master maintenance: Customer master registration/person in charge master registration
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Product
Systemware sales management system
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