# Sales: from quote to order, without losing track

> Quotes, orders, customers, price lists and product reservations for your concrete block, paver and precast plant.

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.

Page: https://kembrio.com/en/modules/sales

## Screens

### 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.

### 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

- 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

## Benefits

- **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.

## Frequently asked questions

### 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.