The Sales Management module in FTS Accounting helps businesses automate the entire sales process, from managing selling prices, discounts, creating quotations and sales orders, warehouse issuance, invoicing, to tracking payments and receivables. This functionality optimizes processing time, minimizes errors, and improves operational efficiency among departments such as Sales, Accounting, and Warehouse.
Importantly, the entire process is controlled by approval levels and order statuses, ensuring all transactions are transparent, accurate, and compliant with financial regulations.
1. Customer list – pricing policies – discount and promotion programs
- Manage detailed customer lists by region, customer group, and responsible staff.
- Create price lists based on effective dates, customer segments, branches, or specific markets, tracking price changes over time.
- Set up flexible promotions and discounts by product, quantity, value, timing for each customer or customer group, and branch.
2. Quotation & Sales Order Management
- Track framework contracts defining credit limits and payment terms.
- Create quotations for customers.
- Create sales orders: manage single-delivery or multiple-delivery orders.
- Integrate multi-level order approval workflows based on inventory and credit limits.
- Automatically convert quotations or contracts into sales orders without re-entering data.
- Automatically link shipped/invoiced quantities from actual warehouse or invoice documents to Sales Orders for fast and accurate order status tracking.
3. Flexible and synchronized invoicing and warehouse issuance
- Once a sales order is approved, the system allows:
- Creating delivery orders from the Sales Order.
- Creating warehouse issue slips from the Sales Order.
- Creating sales invoices combined with warehouse issue slips from the Sales Order.
- Creating sales invoices from the Sales Order.
- Creating delivery orders from the Sales Order.
- Tracking multiple deliveries.
- Automatically updating shipped/invoiced quantities back to the Sales Order.
- Handling return transactions.
4. Payment tracking – customer credit control
- Record cash collection transactions from Sales Orders/Invoices.
- Track payments in detail by each sales order or invoice.
- Synchronize with Accounts Receivable and Cash modules for reconciliation and alerting when payments are due or exceed limits.
- Track aging of payables for each contract, order, or invoice.
5. Multi-dimensional sales reporting – flexible analysis
- Automatically aggregate and analyze sales reports by:
- Product or product group.
- Responsible employee, region, or branch.
- Order – invoice – contract.
- Product or product group.
The Sales Management module of FTS Accounting fully manages the sales process, allowing multiple departments such as Sales, Warehouse, and Accounting to input and manage data collaboratively. Data is automatically synchronized, minimizing errors and helping businesses improve operational efficiency and sales performance.