Sales Module in Ultro ERP
Ultro's Sales module is designed to streamline every step of the sales journey — from capturing enquiries and generating quotations to managing approvals, orders, dispatches, and invoicing. With deep integration into inventory, CRM, finance, and production, your sales team can sell faster, collaborate better, and track everything in real time.
Who Is This For?
B2B & B2C Sales Teams
Product Manufacturers & Distributors
Service & Contract-Based Businesses
Channel/Dealer Sales Companies
Companies with Multi-Level Approvals
Sell Smarter. Deliver Faster. Track Everything.
Ultro’s Sales module empowers your sales team with all the tools they need to close deals, track performance, and ensure timely fulfilment.
Key Features of Ultro Sales
Quotation & Proposal Management
Quickly generate sales quotations with dynamic pricing, product bundles, and validity rules.
🔹 Discount Tiers | 🔹 Tax Calculations | 🔹 Version History
Sales Order Processing
Convert approved quotes into sales orders and initiate dispatch or production.
🔹 Linked Delivery Orders | 🔹 Backorder Management | 🔹 Payment Terms
Multi-Level Approval Workflows
Configure tier-based or role-based approval flows for high-value deals.
🔹 Custom Rules | 🔹 Threshold Alerts | 🔹 Approval Logs
Customer-Specific Pricing & Contracts
Support rate contracts, price lists, and channel-wise pricing structures.
🔹 Contract Validity | 🔹 Channel Discounting | 🔹 Auto Renewal Alerts
Dispatch & Delivery Tracking
Manage dispatches with delivery challans, e-way bills, and shipment status updates.
🔹 Vehicle Mapping | 🔹 Delivery Acknowledgement | 🔹 POD Upload
Sales Target & Commission Tracking
Assign targets and calculate sales incentives with performance dashboards.
🔹 Territory-Wise Goals | 🔹 Incentive Slabs | 🔹 Salesperson Reports
Credit Limits & Receivables Control
Block orders beyond credit limits and track receivables proactively.
🔹 Auto Hold | 🔹 Aging Alerts | 🔹 Collection Tracker
Real-Time Sales Analytics
Access real-time dashboards for revenue, product mix, order pipeline, and more.
🔹 Forecast Reports | 🔹 Region-Wise Sales | 🔹 Conversion Ratio
Ultro Benefits
Faster Quotation & Order Processing
Approval Workflow for High-Value Deals
Channel- & Customer-Specific Pricing
Real-Time Dispatch & Billing Status
Integration with Inventory & Finance
Target-Based Sales Performance Tracking
Seamless Integration with Ultro ERP Ecosystem
Ready to Streamline Your Sales Process?
Ultro ERP helps you manage your sales from enquiry to delivery with unmatched speed and control.
What you will get
A Seamless Experience
Quick, Reliable Support
Complete Access & Control
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