Sales

Product description

alphaflow Sales bundles the entire sales process in one application: from the first quotation to the paid invoice. Quotations are generated from Word templates in seconds, the status tracked transparently from draft to order confirmation, then handed off directly into the invoice without re-entering line items. Structured line item lists calculate net and gross amounts automatically, the integrated email dispatch logs every delivery, and a dashboard with revenue analysis, open items and overdue invoices ensures no due date goes unnoticed. Quotation management is included in the Sales module.

Key benefits

Product preview

Features & functions

• Quotation creation from configurable Word templates with automatic data population
• Hierarchical line item lists with groups, unit prices, discounts and VAT
• Status tracking for quotations: Draft, Sent, Accepted, Rejected
• Convert accepted quotations directly into invoices – no double entry
• Invoice creation from configurable Word templates with automatic data population
• Automatic calculation of net, tax and gross amounts
• Invoice status workflow: New → Creation → Correction → Review → Sent → Completed
• Payment status management and integrated dunning with configurable dunning levels
• Logged email dispatch with mail templates directly from the quotation or invoice
• Dashboard with revenue overview, open items, overdue invoices and quotation pipeline
• Linking to projects, contracts and trading partners
• Multi-tenancy for multiple organisational units
• Dynamic search, filtering and Excel export for evaluations