Sales

The Sales functionality of the Nettware platform is designed to support the entire sales lifecycle—from customer inquiry to payment—by providing a comprehensive, flexible set of tools. Here's what it typically includes:

Sales Estimates

• Create and send professional sales estimates based on inventory items (products/services)

• Use predefined templates and pricing logic

• Convert accepted quotations directly into sales orders or sales invoices

Sales Orders

• Generate and manage sales orders from estimates or direct entry

• Track order status, fulfillment, and associated deliveries

• Bundle products and services as needed

Sales Invoices

• Issue invoices directly, from sales orders or from work orders

• Supports multiple pricing tiers, taxes, and discounts

• Accept card payments directly from the invoice

Delivery & Shipment Management

• Manage and track shipments associated with sales orders

• Coordinate delivery dates, package details, and logistics

• Attach proof of delivery or shipment documents

Estimates & Product Configuration

• Generate product estimates for complex orders

• Configure products/services with specifications or bundling

Sales Reporting & Insights

• Monitor performance with sales reports and dashboards

• Analyze sales by product, region, customer, or staff member