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Sales Management

The KiBiz Sales Management module is designed to give you the ability to build sales fast and easy. You can build sales fast by picking items from a product, service, or customer sales history pick list. Or, you can duplicate a previous sale with all its items and just tweak the quantities and prices. It is easy to follow the step by step sales process bar that guides you thru the entire sales process from quote to invoice.

Other ways that it makes it easier it that you can set-up custom pricing structures if you like. You can set up approval conditions that need to met before a sale can move forward to ensure a sales is ready for ordering. You can reorder the items on a quote by using the arrow keys to improve the presentation to your customer. You can select a vendor, to set up the auto creation of purchase orders needed to fulfill the order. If, you have services, work orders will be auto created. And, if you are a manufacturer, production orders can be auto generated from the sale. With all this powerful sales automation your sales process will be accelerated and your customers will be better served.

Benefits & Features for Sales Management

Generate Sales Fast and Easy

Auto Create Sales Orders, Work Orders, Purchase Orders, Production Orders with one Button

Flexible

Get Better Results

Know where your Business Stands at a Glance

Generate Sales Fast and Easy


Easy to follow sales process bar to create sales
Use item pick lists to add items and services quickly
Pick items from Customer Sales History
Pick list of upsell and related products/services to enhance sales
Duplicate quote with line items so each quote is a template for another sale

Built in Sales Automation

One click to turn sale to order, purchase orders, work orders, and production orders
Email quotes and invoices with one click
Allocate inventory automatically


Flexible


Offers multiple pricing options to tweak quotes
Revise quotes easily by creating and monitoring different versions
Add drop ship locations
Rearrange sort order of items to optimize quote presentation
Many payment processing options such as built in credit card processing, checks, cash, and gift cards.

Get Better Results

Set up and track daily, weekly and monthly sales goals
Set up approval conditions to ensure acceptable profit margin, tech and credit approval
Ensure data integrity and accuracy with validations and error checking
Easily tweak and revise quotes to beat competition
Motivate sales team by showing potential commission view and reports
Salesperson admin screen to find open quotes, and act
on scheduled followups



Know where your Business Stands at a Glance

View sales metrics and charts to track sales performance
View sales charts of customer sales history

“We went from a totally chaotic time wasting “paper based” office with our sales and operations departments not knowing what each other was doing to a fully integrated efficient office with KiBiz.”

MICHAEL KREVITT– Partner, Show Group Production Services, Inc., Los Angeles, CA

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For more information call 800-Win at Life (946-2854)