Sales

Introduction

Upsilon-ERP’s Sales Module allows you to keep track and analyse all aspects of your customer base. The module features options to allow the categorisation and analysis of customers by Analysis Code, Business Type or Customer Category and is backed by fully-featured reporting options.

Additionally, there are options to place customer accounts on hold, set customer settlement discounts, set customer credit limits and specify customer payment terms.

Customer Unique Prices & Discounts

Each customer record created has options for unique pricing via the Customer Price File option and Customer percentage discounts via the Customer Discounts option. Discount percentages can be applied across product categories in order to streamline the sales process. These pricing options are then shared via the Quotations, Sales Orders, Invoices, Credit Notes and Pro-Forma Invoices modules.

Delivery Addresses

There are also options to create multiple delivery addresses for each customer account.

Screenshots