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Trading and distribution: from quotation to collection with nobody typing twice

A distribution company lives on three numbers: what is in the warehouse, what customers owe and what is owed to suppliers. The usual problem is that each number sits with a different person. The rep knows the orders, the storekeeper knows the stock, the accountant knows the receivables, and nobody sees the whole picture.

The commerce sector in Intagya ERP ties sales, purchasing, inventory and accounting together, so every document is built on the one before it.

One connected sales cycle

A sale starts as a quotation. Once confirmed it becomes a sales order, the delivery is issued from the warehouse and then the invoice, with nobody retyping the items or prices. The sales order list shows the salesperson, the total and what has not been invoiced yet.

Opportunities do not get lost

Every prospect has a card in the pipeline: expected value, stage and next step. The salesperson drags the card from one stage to the next, and the manager sees how much open business sits in each stage.

Stock and receivables under control

• Purchases go into stock and sales come out of it, so the balance stays right.
• A credit limit per customer, and follow-up on overdue balances.
• Post-dated cheques are recorded and tracked until they are collected.
• Customer contracts are linked to sales orders, and helpdesk tickets track after-sales complaints.