Sales management software

Sales Management

Vendo is a system that helps manage sales. It facilitates the preparation of quotations, offers, price lists, orders, and invoices. Thanks to it, all these tasks and the entire sales process are better organized and run more smoothly. As an ERP system, Vendo automates commercial transactions and the creation of necessary documents. This means fewer errors and faster order processing. The program also supports other areas, such as managing reservations, inventory, supplies, and production orders. This allows the sales department to work more efficiently. Want to learn more? Schedule a Vendo.ERP system presentation.
List of sales invoices in the Vendo ERP system
Business man, woman and laptop in discussion for deal, agreement and proposal for b2b collaboration. People, computer and meeting with paperwork for financial strategy, stats or negotiation in office

What functions does Vendo perform in sales?

  • creating offers with photos, descriptions, and product parameters,
  • calculating prices for products and services based on details such as dimensions, color, or type of equipment,
  • printing and sending documents in the following formats: pdf, html, xlsx, docx,
  • preparing production calculations,
  • product configurator for easy customization of your offer,
  • accepting orders “by hand” (manual service),
  • automatic retrieval of orders from other systems, e.g., online stores, EDI and mobile applications
  • panel for managing order fulfillment,
  • order processing using warehouse or commercial documents,
  • the possibility of partial fulfillment or cancellation of orders.
  • types of documents:
    • VAT invoices,
    • receipts,
    • pro forma invoices,
    • Offers,
    • Customer orders,
    • Advance invoices,
  • automatic document creation and generation,
  • complaint handling,
  • device servicing,
  • customer satisfaction survey.

automation of the entire sales process – from the initial inquiry to the settlement of invoice payments

  • individual discounts, periodic promotions.
  • price lists for groups and individual customers,
  • setting prices according to the quantity ordered (price thresholds)
  • discounts depending on the document amount,
  • credit limits, payment terms and methods,
  • current information on debt,
  • customer lockout,
  • white paper, verification of taxpayer activity,
  • splitting invoice payments into several installments,
  • automatic payment collection,
  • automatic exchange of information with online stores and B2B systems concerning, among other things, goods and products, orders, and their statuses,
  • integrations including:
    • Magento,
    • Shoper,
    • Idosell,
    • Baselinker,
  • API,
Invoice card in the Vendo ERP system
  • reservation of goods,
  • advance reservations – once the goods arrive in stock, they are reserved,
  • reservations for selected batches,
  • goods in demand,
  • warehouse orders for order issuance,
  • export and intra-EU documents,
  • print templates, product names and descriptions in foreign languages,
  • multi-currency documents,
  • defining codes and product description names in different languages
  • automatic exchange rate retrieval,
  • multilingual platform Vendo.B2B
  • EuroNIP (VIES) verification and Intrastat declaration,
  • sales process card,
  • documents within the process (offers, orders),
  • monitoring deadlines, assigning responsible persons,
  • planning and recording tasks and contacts,
  • sales funnel,
  • workflow procedures,
  • maintaining customer records,
  • information, documents, customer analyses from the card position,
  • defining customer fields and characteristics, attaching files,
  • task and meeting calendars,
  • mobile access to the system for sales representatives,
  • calculating salespeople’s salaries and bonuses using definable algorithms,
  • access to customer information from one place,
  • customer relationship management through CRM,
  • B2B panel for customers, giving them access to information about offers, orders, and service,
  • marketing campaign card,
  • selection of campaign participants (customers) according to advanced criteria,
  • schedule of tasks within the campaign,
  • recording the execution of contacts,
  • special prices (e.g., newspaper promotions),
  • mail merge: mailing, address labels,
  • quotations, orders, sales using Android or iOS phones and tablets,
CRM for sales