Logistics · Industry Solution
Sales Management for Logistics
In logistics, real-time visibility of warehouse, shipment and distribution requires functions to track every pallet and delivery from goods receipt to handover. Run the sales process from quote to invoice on one platform. A sales process integrated with CRM and marketing, quote and invoice management, order tracking and reporting are all in the same system.
Logistics context
Why Sales Management works differently in Logistics
In Logistics, logistics and distribution operations center on sector-specific concepts such as addressed warehouse, shipment planning, route and distribution. In logistics, real-time visibility of warehouse, shipment and distribution requires functions to track every pallet and delivery from goods receipt to handover.
Qera ERP's Sales Management module is set up around how the logistics sector works: Links order, shipment and billing to close the gap between delivery and collection.
- When addressing and shelf management are inadequate, picking times grow and incorrect shipments increase.
- When shipment planning is done by hand, vehicle and route capacity is used inefficiently.
- When order, warehouse and transport data are disconnected, you can't see where a shipment is in real time.
Capabilities
How Qera Sales Management works in Logistics
The core capabilities of the Sales Management module, described for the shipment, pallet and delivery needs of the logistics sector.
Sales process integrated with CRM
Customer and opportunity data created in CRM is passed to the sales team instantly; representatives prepare each quote for the customer in question.
Quote-to-order automation
Prepared quotes turn into orders with a single click; manual data entry and errors decrease, and processing is faster.
Flexible quote management
Create standard, project-based, quantity-based or special-priced quotes; connect them to automatic approval processes to move high-volume transactions quickly.
Order tracking
Monitor statuses such as new order, awaiting approval and sent to warehouse in real time, so both your team and your customer know where the order stands.
Invoice management
Invoice accepted quotes or orders directly; invoices are posted automatically to the relevant accounts and to accounting.
Decision-support reporting
Analyze trends with sales reports, open orders, stock inventory and customer performance reports, and see how close you are to your targets.
Outcomes
What it delivers for your Logistics business
What you see in logistics operations once it is set up properly.
- Quotes, orders and invoices move through one platform, linked to each other.
- A quote becomes an order and an invoice with a single click, which reduces manual entry and errors.
- Both your team and your customer can see which stage an order is at.
- Past sales data is reported, and the sales plan is built on it.
Explore further
Related pages
Full details of the Sales Management module, the Logistics sector page and other Logistics solutions.
Let's plan Sales Management for Logistics together
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