Use the sales management of COPILOTE ERP to optimize your orders, your sales flow, your business operations, your product prices, etc.
The security of the administrative processes, a good fulfillment rate, adherence to delivery times. These are so many points that you can control with the “Sales Management” module from COPILOTE.
You optimize your commercial functions and your business management thanks to a powerful tool.
In addition, you can adapt it to your company-specific needs. The standard sales module of COPILOTE ERP offers the following functions:
• Management of basic files: articles and customers with the possibility of categorical changes
• Management of customer prices, discounts and special prices
• Administration of taxes and bonuses / penalties for late delivery
• Management of customer orders, delivery schedules and blocked orders with the option of ordering via telesales, EDI or tablet, depending on the options selected
• Management of deliveries
• Customer invoice with the option of sending invoices in PDF with certified archiving.
There are many additional functions available with which you can adapt tailor-made sales software to your needs:
• Discount budgets
• Management of transport costs, optimization of transport costs
• Handling of complaints
• Export management
• Management of sales forecasts and business processes
• Management of codes etc.
Zoom on the sales forecasts of the COPILOTE ERP
Sales forecasts are essential for an anticipatory approach, and thus allow better planning of all means, an increase in productivity gains, a reduction in material losses… For this, discover the sales forecasts of the COPILOTE ERP.
• Management of forecasts at different horizons: annual, monthly, weekly, daily
• Configuration of forecasts by item, by customer, by site, etc. according to your needs
• Calculation of end-of-shelf forecasts from sales history (deducted from exceptional sales)
• Correction and smoothing of sales histories Integration of planned commercial operations with customers
• Valuation of forecast quantities for establishing a budget or commercial objectives
• Ease of entry thanks to the grouping of forecast lines
• Customization of the forecast entry screen
• Graphic visualization of historical quantities and forecast quantities
• Supplying the production schedule with sales forecasts
•Production of statistics and dashboards giving indicators and trends Sales
Forecasts in demo
ADVANTAGES OF THE COPILOT ERP SALES FORECASTS MODULE
• Data integrated into the ERP
• Anticipation of activity
• Cash savings thanks to optimized inventory management
• Forecast management facilitated by ergonomics
• Time saving
• Realization of forecasts on reliable data