Sales Management in WEDATA ERP
From quote to collection
One central place to run the whole sales cycle: quotations, sales orders, deliveries, invoices, customer payments and returns - with full visibility of your pipeline, customers and opportunities.
More than 8 years of experience in business solutions
Features
A complete sales cycle
on one screen
Quotations
Build a quote with the customer's details, items and prices in a clear table, set the sales type, payment terms and expected close date, then share it by email, WhatsApp or a direct link.
Sales orders
Create an order from a quote or directly, prepaid or post-paid, with the expected delivery date and address. From the order you deliver if stock is available, or raise a work order for manufacturable items.
Delivery and invoicing
Deliver directly or from an order, choosing batch and expiry date, and issue one or several invoices from a single delivery. Invoice numbering follows your country's format, and unpaid and overdue invoices are tracked automatically.
Payments and returns
Record one payment for several invoices or several payments for one, and follow the allocation status (allocated, partial, unallocated) and outstanding balances. For returns, issue a credit note directly or from the invoice, with a refund or allocation against other invoices.
More tools
Everything that makes selling
faster and more accurate
Point of sale
Shifts and sessions on a POS connected directly to inventory and accounts.
E-invoicing
Compliant with ZATCA in Saudi Arabia and the Egyptian Tax Authority.
Installments and offers
Installment plans for your customers, plus sales offers and promotions in one place.
Sales commissions
Commissions tied to quantity targets, with a break-even point per salesperson and POS linking.
Sales reports
Aging, customer balances, profitability, order, quote and return summaries - in Excel and PDF.
Recurring invoices and sharing
Daily, weekly or monthly recurring invoices, and any transaction shared through an encrypted link.
Integrations
Works with the tools
you already use
Connect sales to your online stores, points of sale and mobile apps, and to more than 400 apps such as WordPress, Shopify and Salla.
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Online stores: WordPress, Shopify, Salla
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POS and mobile apps
FAQ
Frequently asked questions
about sales management
Quick answers to what customers ask most before getting started.
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Can I issue an invoice without a sales order?
Yes. You can issue a direct invoice or an invoice from a delivery, and invoice numbering can be customised to what your business or country requires.
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How are customer payments recorded?
You record one payment for several invoices or several payments for one invoice, and the system tracks allocation status, outstanding and overdue amounts automatically.
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Does the system handle returns and refunds?
Yes. You issue a credit note directly or from the invoice, refund the amount or allocate it against other invoices, and record batch and expiry for the items.
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Are recurring invoices supported?
Yes. You can schedule daily, weekly or monthly recurring invoices for regular customers.
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Can I share an invoice with a customer?
Yes. Every transaction has an encrypted public link you can send by email or WhatsApp, and the customer opens it without logging in.
Ready to organise your sales cycle?
Start your free trial of WEDATA ERP today and follow every sale from quote to collection.