SOLUTIONS
Sales tracking continues after the quotation is sent. Accepted quantities, prices and delivery commitments need to reach the order correctly, with outstanding quantities, dispatches and invoices explaining the same transaction.
Discuss your requirementsSales follows the proposal, the warehouse follows the quantity to ship, and accounting follows the invoice. Sales management connects those records into a shared view. The choice of CRM, ERP or field sales software depends on where that shared view is missing.
An opportunity describes the chance of winning a sale and the conversations still required. An order records accepted products, quantities and delivery terms. Combining them into one undifferentiated list confuses sales forecasts with committed demand.
The customer's accepted price and discount should form the basis of the order. Carrying an earlier price forward can lead to invoice corrections after delivery. Revision ownership and approval therefore belong in the sales process.
Several dispatches may fulfil one order. Separating ordered, dispatched and outstanding quantities gives the sales team a clear answer for the customer. Returns and cancellations also need an explicit treatment in the report.
Edge CRM manages conversations, quotations and customer relationships. Cloud Sales Platform supports orders from dealers and field teams. The ERP connects the order with stock, dispatch, invoice and financial records; integration joins those responsibilities.
WORKFLOW
Linking orders, dispatches and invoices keeps outstanding delivery quantities distinct from billing status.
Order date describes demand, dispatch date describes delivery movement and invoice date describes billing. Different totals for the same month are not necessarily an error. A useful report states both the stage and the date it measures.
Vibe has experience in order, dispatch and sales processes and their reporting. The work involves preserving the commercial meaning of a transaction as it moves between systems: product codes, units, delivered quantities and cancellation states must remain consistent.
No. An ERP can meet the commercial requirement for order tracking. CRM addresses another need when conversations, opportunities and customer relationships also need structured management.
Logo Cloud Sales Platform covers both channels. They can share product and account data while retaining different commercial terms and access permissions.
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RELATED SOLUTION
Keep customer conversations, open sales opportunities, proposals and support requests connected. VibeCRM brings these records into a shared workspace so the team can follow an account’s history and ongoing work together.
IMPLEMENTATION AND SERVICE
Before connecting Logo ERP to commerce, logistics or internal applications, we define sources, business rules and failure cases. The integration scope depends on the interfaces available in each product.
Tell us about your current system and the work you want to improve. Together, we can define the product scope, connections and implementation steps.
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