Automotive · Industry Solution
Sales Management for Automotive
In automotive, OEM supply discipline, on-time delivery and full traceability require functions to keep each part’s history and quality record complete. 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.
Automotive context
Why Sales Management works differently in Automotive
In Automotive, automotive value chain center on sector-specific concepts such as OEM supply discipline, part number, PPAP/quality document. In automotive, OEM supply discipline, on-time delivery and full traceability require functions to keep each part’s history and quality record complete.
Qera ERP's Sales Management module is set up around how the automotive sector works: Manages OEM and spare-part orders with price and delivery terms from a single screen.
- When OEM customers' on-time-delivery and quality expectations are strict, planning errors create contract risk.
- When spare-part diversity (reference/OE code, aftermarket) can't be managed, stock and sales tracking gets tangled.
- Without part and serial/lot traceability, you can't find the root cause in a quality issue or recall.
Capabilities
How Qera Sales Management works in Automotive
The core capabilities of the Sales Management module, described for the part number and series/batch needs of the automotive 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 Automotive business
What you see in automotive 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 Automotive sector page and other Automotive solutions.
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