Retail · Industry Solution
Sales Management for Retail
In retail, having store, e-commerce and wholesale channels meet in a single stock pool requires functions to work with accurate, real-time, channel-agnostic data. 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.
Retail context
Why Sales Management works differently in Retail
In Retail, omnichannel retail center on sector-specific concepts such as SKU management, store-e-commerce-wholesale channel, price and campaign. In retail, having store, e-commerce and wholesale channels meet in a single stock pool requires functions to work with accurate, real-time, channel-agnostic data.
Qera ERP's Sales Management module is set up around how the retail sector works: Manages cross-channel price, campaign and orders from a single screen to reduce channel conflict and errors.
- When store, online and wholesale stock is kept separately, the same product sells out in one place while sitting idle in another.
- When campaigns, discounts and price changes are updated by hand across channels, inconsistency and errors appear.
- When customer purchase history is scattered, loyalty and repeat-sale opportunities are missed.
Capabilities
How Qera Sales Management works in Retail
The core capabilities of the Sales Management module, described for the SKU and sales channel needs of the retail 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 Retail business
What you see in retail 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 Retail sector page and other Retail solutions.
Let's plan Sales Management for Retail together
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