This module provide your customer to access all contracts from Portal/My Account.
Sales Create Purchase Order & Manufacturing Order
A credit limit is the maximum amount of credit offered to a customer. You can set a credit limit for every customer using this module. For example, a manager grants a credit limit of $5,000 to a customer. The credit limit is used to limit the amount of loss that order will on hold if a customer does not pay. you can also notify the customer by email when a customer crosses his credit limit. And that order status will automatically set 'On hold'. This module also provides a different way to notify the customer by email.
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Sales Details Report provides you sales analysis by specific time period. You can print report in Pdf as well as excel report.
Allows you to print sales report by dot matrix printer.
Add a Two-level system to approve a sales order based on the order value and the user's access group
Allows you to add double validation in sale order confirm.
This is used to validate sale order in 2 levels of approvals, User can set double validation amount, If the quotation amount is less than double validation amount then the sale order will be confirmed otherwise the approval will have to be taken from the sales manager.
Geminate comes with a feature to edit auto increment sequence for any sale documents like Sale Order / Sale Quotation, Delivery Order, Customer Invoice and Refund (Credit Notes).
This module allow you to create Job Estimate from Job Cost Sheet.
Sales Excel report.
Sales Forecasting Using Machine Learning models
Sales Group - Multiple Sales Person on Sales Cycle
Sales history of products in Sales Order