ERP software for managing sales

Core features of ERP Aurora for sales management

• A wide range of item attributes – each attribute is defined and configured individually, allowing you to fully characterize your goods.
• Support for multiple codes per item – you can define and use various types of codes such as a supplier code, internal code, SKU and others, which contributes to better identification and management of your goods.
• Support for primary and alternative suppliers – ERP Aurora simplifies supplier management by maintaining primary and alternative suppliers for each product. This supports the creation of purchase orders to suppliers.
• Multiple product names – you can set an internal name, a commercial name, an invoicing name and names in different languages, which facilitates international sales and helps you communicate better with your different customers.
• Individual counterparty profile – ERP Aurora provides consolidated information on transactions and correspondence with customers or suppliers, making it easier to manage relationships with your counterparties. This profile stores all key data and communications, improving customer service and streamlining processes.
• CRM module for sales management – track the entire sales process – from the first call to the final invoice. This module supports effective management of customer relationships, improves communication and increases customer satisfaction.
• Service price lists by customer and/or product – including a variety of services such as transport, unloading, installation and more.
• Purchase order planning – orders can be planned based on stock levels and/or incoming customer orders. Built-in algorithms analyze historical data to optimize the planning process.
• Linking a customer order to a purchase order – the system improves order processing efficiency by ensuring goods traceability and automatically notifying sales reps when goods arrive against a customer order.
• Dedicated “Pricing” module – includes price lists, additional trade discounts by customer and a wide range of promotional terms that can be tailored to your business strategy. With this module you can track the results of your promotional campaigns in real time.
• Linking customer orders to a sales rep – the sales management software lets you track set targets and the performance of your sales department by linking customer orders to specific sales reps. This ensures transparency and control over your sales processes.

Optimizing your sales operations with ERP Aurora

• Creating individual quotes by customer and order – the system offers a personalized view and a wide range of options for preparing and sending the finished quote. This way sales teams can make more accurate and attractive offers and achieve a higher conversion rate and increased sales.

• Customer orders with execution-stage tracking – ERP Aurora makes it easy to issue proforma invoices and invoices for advance payments against an order, as well as to reserve goods for a customer order. You can track each order and its status, which improves process management and increases customer satisfaction.
• Building an order fulfillment schedule – streamline your company’s logistics processes by using an order fulfillment schedule for deliveries. This includes planning and coordinating shipments, which minimizes delays and optimizes resource allocation.

Integration with e-commerce platforms

In recent years, online retail has been doubling in volume. And while for consumers online shopping is a convenience, for merchants it is yet another platform and system to maintain. For this reason, in ERP Aurora we have developed integration with the most popular online retail platforms. Some of the capabilities of this integration include:

• Sending status updates back to your website – take advantage of the option to keep your customers informed about the current status of their order through ERP Aurora, which lets you automatically update the information in your online store. This way you will improve communication and increase customer satisfaction by providing them with up-to-date information about their orders.
• Invoicing or fiscalizing customer orders – the integration enables the automatic exchange of invoicing and fiscalization information for customer orders between the online store and the ERP system. This ensures the accuracy of invoices and saves time in order processing, while also ensuring compliance with the legal requirements for fiscalization.
• Tracking online store promotions in the ERP system – our sales management software tracks all promotions and discounts offered in the online store. Based on the sales achieved, you can produce a result for a completed campaign. This helps you manage marketing campaigns effectively and analyze their impact on sales and revenue.
• Building a customer database – the connection with your online store allows you to create and maintain a centralized customer database. This makes it easier to manage customer relationships and enables you to run personalized marketing activities that best meet your users’ needs and expectations.

Integration with courier companies

Once a customer order is received, it also needs to be shipped to the customer. To be as helpful as possible to our clients in managing their sales, we have also developed an integration with courier companies.

• Creating waybills – with ERP Aurora you can automatically create waybills and upload them to the courier company’s platform, which saves time and reduces the risk of errors from manual data entry.
• Defining basic parameters when creating waybills – the system lets you set the payment method, the number of parcels being sent, an option to send an SMS and other parameters, helping you meet your customers’ specific needs and optimize the delivery process.
• Automatic waybills with website integration – when using website integration, you can also take advantage of the automatic completion of all shipping details based on the order placed by the customer.

Managing sales by sales representatives

If working with sales representatives is one of your sales channels, then beyond supplying them with goods, you also need to provide them with the right tools for managing their sales. ERP Aurora features a specially developed WEB module for remote sales and reporting on the activity of sales representatives. Some of the benefits you will gain from working with our WEB module are:

• Creating individual item catalogs and product prices by sales rep.
• Tracking stock by sales rep in real time.
• Accepting customer orders and registering them online.
• Carrying out direct sales and order-based sales.
• Tracking customer receivables in real time.
• Returns and exchanges of goods at the customer’s location.
• Requests for advance funds to be issued to a sales representative.
• Entering an advance expense report and reporting expenses by sales representative.
• Scheduling of customer visits.

Learn more about optimizing order management and the activity of sales representatives →

• Item deliveries – the system supports both summary and detailed reports on item deliveries, providing the information you need to optimize processes and manage deliveries better.
• Sales by item – you can produce summary reports by item or detailed reports by document.
• Deliveries and sales by product group – reports on deliveries and sales by entire product groups or other selected attributes, which makes it easier to manage and analyze sales by category.
• Sales by month – the option for a comparative analysis of sales by month, which helps you identify seasonal trends and plan marketing campaigns.
• Profit/Loss by item and document – reports on profit and loss by item and document, in both value and percentage terms, detailed and summarized, which makes financial analysis and planning easier.
• Payables/Receivables by customer and supplier – you can track in detail your receivables from customers and payables to suppliers, including overdue receivables and expected payments for a given period. This way you will be able to improve cash flow management and minimize risk.
• Turnover by sales rep – ERP Aurora provides information on turnover by sales rep and the sales achieved, which helps you assess the performance of your sales teams and set and meet targets.
• Products on promotion – track the results of completed promotions and analyze their impact on sales in real time, so you can optimize your marketing activities and increase their effectiveness.

ERP Aurora integrations with external systems

Customers who use ERP Aurora software for sales management

Learn more about ERP Aurora >