Sales and distribution

Improve sales processes, automate the creation of offers and orders, effectively manage customer relationships.

Our module gives you full control over the entire sales cycle, from the first customer contact, to order fulfillment and after-sales service. Put an end to documentation chaos, difficulties in creating price lists, and lack of data consistency; gain a modern tool for effective sales management.

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Sales and distribution

The ERP Sales Module is a comprehensive tool that supports sales departments in their daily tasks.

The system enables the creation of detailed offers and price lists, product configuration, automation of sales processes, documentation management, and effective analysis of sales data. The module integrates with other modules of the Gardens system, ensuring data consistency and automation of business processes.

Benefits

  • Sales process automation: Automate the creation of sales documents, such as offers, orders, and invoices, which will save time and minimize the risk of errors.
  • Effective customer relationship management: Collect and manage customer information in one place, which will facilitate personalized communication and the building of lasting relationships.
  • Quick creation of offers and price lists: The system enables the creation of detailed commercial offers, taking into account the specifics of products and services. It allows for the generation of price lists based on materials and raw resources, factoring in different prices for various products and customers, as well as discounting.
  • Documentation control: Store and manage sales and material documentation, as well as compliance standards and certificates, which will streamline quality control and audit processes.
  • Process automation: The system automatically generates PWRW and MMK documents, as well as a transfer note to the finished goods warehouse the moment the planner scans the return label confirming the production of the item.
We offer comprehensive support at every stage — from needs analysis, through implementation and training, to post-implementation service. Integrate our system with other ERP modules in your company and gain full control over processes. Contact us to find out more and optimize sales management in your company.

Business results

Integration with other ERP modules

The ERP Sales Module integrates with other Gardens system modules, such as Finance and Accounting, Production, and Warehouse, ensuring data consistency and automation of business processes.

Product configuration

The system enables the configuration of complex products, customized to client requirements, which streamlines the process of creating offers and orders.

Sales data analysis

The module enables the analysis of sales data, identification of trends, and personalization of offers, which supports effective sales management and customer relationships.

Documentation management

The system enables the attachment of compliance standards and material certificates to specific projects and materials, which facilitates access to documentation and quality control.

Quotation request register

Support and automation of the process of recording quotation requests and sales offers
Nowoczesne podejście do zarządzania bazą danych firmy, z zarządzaniem osobami i firmami:
  • Full record-keeping of the quotation request register and its analysis
  • Selecting an offer and creating its subsequent version
  • History of offer changes

Sales offers

Full automation and efficient handling in the area of quoting/offering
Wspólny system dla twojego przedsiębiorstwa do zarządzania terminarzem, planowania spotkań i nie tylko.
  • Full record-keeping of sales offers, promotions, price lists, and buyer contracts
  • Configuration of discounts and price lists, both individual and group
  • Printing the offer along with attachments – automatic addition of approvals, certificates

Sales orders

W jednym miejscu, możesz mieć pełny raport wyników firmy, z filtrami oraz analizą.
Proposed solutions optimize goods availability and inventory levels
  • Ability to generate purchasing requirements and production orders based on orders
  • Sales budgeting
  • Transport management – loading, external and own transport, transport documents, transport costs

Multidimensional sales analysis

Advanced analytical tools allowing for the unambiguous assessment of individual goods or product groups against others in the context of sales revenue and costs
  • Report of highest and lowest margin – in monthly and yearly breakdown
  • Monitoring of sales offers
  • Sales forecasting
Gardens ERP
Software tailored to the needs of your business.
Quotation request register
Full record-keeping of the quotation request register – those from buyers, meaning there might be two identical ones, which can then be filtered and analyzed in the system
Analysis of quotation requests
Prevention of internal competition among sales representatives
Creation of offers based on the combination of items from other offers
Selecting an offer and creating its subsequent version
History of offer changes
Sales offers
Full record-keeping of all sales offers sent to potential buyers
Full record-keeping of promotions, price lists, and buyer contracts
Configuration of discounts and price lists, both individual and group
Implementation of the price list/discount algorithm
Printing the offer along with attachments – automatic addition of approvals, certificates (attached to the stock), no need to remember to include them every time
Copying and versioning of offers
Offer budgeting – spreading costs and revenues over time
Margin or discount control, margin and discount control during sales, and multi-threshold acceptance of margins and discounts
Creation of calendar tasks related to the offer
Creation of a sales order along with an assessment of the offer's correctness
Product configurator along with a pricing algorithm that determines the price based on accepted product parameters (e.g., packaging, material type)
Precise calculation of transport costs
Simulation of production capabilities and production deadlines for items from the offer
Consultation of the offer with specialist departments (technical departments)
Sales orders
Assignment of an order supervisor/owner
Full record-keeping of orders – order fulfillment schedule based on its lines, declaration of delivery dates for specific products, automatic assignment of order status, etc.
Possibility of generating production orders based on sales orders
Possibility of generating purchasing requirements based on sales orders
Automatic generation of the WZ (Goods Issued document)
Generation of sales invoices
Sales budgeting
Posting of external issue documents
Selection of a specific batch of goods for external issue
Current inventory stock control
Insight into the full history of warehouse transactions
Creation of corrections for external issue documents
Reservation of goods for selected contractors/customers
Transport management – load organization, planning transport with an external or own carrier, generation of the waybill and issue documents, settlement of transport costs with the carrier (supplier)
Online monitoring of order fulfillment progress
Cooperation with e-commerce sales solutions
Data exchange with courier applications (GLS, DPD)
Multidimensional sales analysis
Sales representatives' quoting/offering reports
Sales order reports
Report of highest and lowest margin – in monthly and yearly breakdown
Monitoring of sales offers
Calculation of bonuses for sales staff
Sales forecasting
Buyer complaints/claims
Full record-keeping of buyer complaints/claims
Complaint resolution - what can be offered in case of yes/no (approval/rejection)
Generation of the appropriate WZ/PZ document (Goods Issued/Goods Received document), outgoing issue in case of disposal
Automatic generation of refunds – linkage with the accounting module
Complaint analysis – types of defects, stock type, for given indexes, analyses show the results of complaint resolution
Response generator for the buyer with the complaint result – informing about the change in complaint status – automatic email responses

ERP sales

Comprehensive enterprise management is continuous control over all processes that occur within it. Planning sales and distribution in one place allows you to reap business benefits in almost every area of activity – from creating an offer through order fulfillment to after-sales customer service. The ERP (Enterprise Resources Planning) system for sales serves this purpose. Thanks to it, every person involved in this process has access to the same database, regardless of the scope of their duties.

Flexible sales management program

Production and sales planning should proceed in accordance with the company's specific activities and needs – there is no room for errors, especially in the distribution industry. Flexibility is one of the advantages of the ERP IT system. By choosing solutions from Gardens-Software, you can select only those elements and functionalities of the software that will be genuinely used by employees.

Why is this so important? A company whose main area of activity is, for example, distribution and trade, will not necessarily be interested in a module improving production management. Note! ERP flexibility is not just about choosing modules tailored to business needs, but also about the ability to customize specific software functionalities.

ERP benefits for sales

The program for sales management is a modern and intuitive tool that allows you to:

  • organize and automate sales-related activities,
  • effectively manage customer relationships,
  • eliminate the risk of errors and delays in order fulfillment (thanks to monitoring and quick reaction when there is a risk of error),
  • increase the quality of work and efficiency of the sales department.

Efficient order handling

The ERP system from Gardens-Software is a way to optimize the process of picking and processing orders. In the appropriate module, they can be conveniently recorded, preserving their history.

This advantage also translates into speeding up the order processing time. This is important because in effective sales, customer service time matters most.

Availability of sales data

Regardless of where the employees involved in the order handling and sales process are located, they always have all the necessary information at hand. The sale of services or products to a specific customer is tracked at every stage – this positively influences the building of relationships with contractors. Partners gain confidence that they are cooperating with an entity that cares about the quality of service and an individual approach, guided by the customer's needs.

Process automation and error elimination

Processing orders and offers ‘manually’ carries the risk of human error. This can translate into delays in fulfilling orders. The solution is the automation of these processes. The sales and distribution planning program helps in this automation. Employees can thus save time and concentrate on other company needs. Those whose fulfillment cannot be replaced by technology. After setting specific parameters, the program itself will organize and prepare orders, invoices, and other documents.

Real sales support – ERP functions

For the implementation of an ERP system to bring real benefits in distribution and sales, several key functions must be selected during its design. Some of them are described below.

Customer database

This will include profiles of companies that function as clients (not necessarily current, but also potential ones). The database should contain information about buyers and their purchase history, as well as correspondence with the company. To manage contacts efficiently, it is worth having access to filtering or cataloging functions.

Multi-level orders

Multi-level orders is the area of managing all information regarding a specific job/order. This concerns both product descriptions and data related to their supply or distribution. The ERP system should include a function that allows managing this data and planning deliveries.

Sales forecasts

A large amount of information can be gathered in the ERP system. Appropriate algorithms should draw the most important conclusions from this information, which are valuable from a micro perspective (when fulfilling orders) and for broader business development. In sales, predictions regarding trends and customer behavior are crucial. These are often based on historical data, but also on variable factors such as seasonality.

Invoice issuing automation

The ERP system in the company can be structured in such a way that it automatically creates invoices, and then sends them to clients and archives them. This is a significant time saving for employees. Furthermore, access to all documents from the level of one integrated platform is invaluable.

ERP implementation is a time-consuming and multi-stage process. The same applies to modifying or replacing an already existing sales management system in the company. This is why it is worth relying on professional support from the consultation stage. Get support from Gardens-Software specialists and use our many years of experience. We will not only advise you on which solutions will work for you but also prepare and implement them. We will also provide full training support for all target ERP users.

Contact us if you need a partner in corporate software who will help you build market advantage and optimize operating costs.

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