Sales module
From quote to order, without losing track
Every order keeps its customer, job site, prices and balance. Sales, production and dispatch all see the same thing, and the customer does not have to repeat what they already ordered.
What it looks like inside
Sales dashboard
What was sold, what was collected, what is still owed and what is still to ship, against the monthly target. With the quote-to-order conversion rate and collections by age.
Also in Sales
More inside
Order list
Every order with its job site, status, collections and delivery. Search by customer, ID document, job site, city, purchase order, invoice, delivery ticket or product.
What it includes
Sales, in full
- Quotes with a validity period and follow-up
- Optional assistant that builds the quote from what the customer writes
- Orders with job site, payment terms and sales rep
- Customers with their job sites, credit limit and balance
- Price lists by product and by customer type
- Product reservations for an order
- Orders vs. inventory: what can ship and what still needs to be made
- Returns and tracking of loaned pallets
Why it matters
What your plant gains
Nothing stays in a chat
An order taken by phone or by message is recorded with everything production and dispatch need to know.
The balance always in view
Before dispatching, you know how much the customer has paid and how much credit they have left.
Targets by sales rep
The dashboard compares what each sales rep sold against their target, with their conversion rate and their overdue collections.
Questions
Questions about sales
Can I set different prices for each customer?
Yes. There are price lists by product and by customer type, and the order takes the price that applies.
What does the quote assistant do?
It reads the customer’s message, recognizes the products even when they are called by another name and drafts the quote. It is an add-on service that is turned on for each company.
Other modules
It all works together
- ManagementThe numbers for your whole operation on one dashboard, by plant and by period.
- Production and batchesProduction by shift and by batch, raw material, curing and metrics.
- Quality and labTests by batch age, results, release and certificates.
- Logistics and dispatchScheduled trips, delivery tickets, driver and proof of delivery.
- CollectionsPayments, approvals, credit limits and receivables aging.
- Maintenance and fleetEquipment, preventive plans, spare parts, vehicles, fuel and documents.
- PurchasingPurchase requests, purchase orders, suppliers and goods receipts.
- Staff and HSEQEmployees, shifts, attendance, safety, environment and documents.
See your plant running on Kembrio
We walk you through the system on a half-hour call, with products like yours. Leave us your details and we will get in touch.