Sales

The Sales module in MONITOR G5 contains all procedures for sales of goods and services. There are procedures for customer management, CRM, quotes and customer orders, deliveries, invoicing, statistics and follow-ups, accounts receivable and cash forecasts.

Customers Invoicing
Customer register Register invoice directly
Customer list Invoice basis – Sales
Customer import Review/Approve invoice
Price list – Sales Review/Approve pro forma invoice
E-mail – Customer Print invoice
  Print customer invoice journal
CRM  
CRM view Statistics/Follow-up
Basic data – CRM Quote statistics
Seller Order inflation
  Delivery reliability
Quotes Delivery log
Register quote Invoicing log
Print quote

Intrastat export

Quote list

BI – Sales

   
Delivery schedules Accounts receivable
Delivery schedule types Incoming payments
Register delivery schedule Print incoming payment journal
Handle delivery schedules Accounts receivable list
Analyze delivery schedules Payment reminder basis
  Print payment reminder
Orders Interest charge basis
Register customer order Update accounts receivable
Register stock order – Sales  
Print customer order Cash flow forecast
Order list – Sales Cash flow forecast

Synchronize customer order

Other cash flows
Invoicing plan list  

Customer order info

 
   
Delivery  
Delivery planning  
Pack for delivery  
Report delivery  
Print delivery documents  
Register shipment  
Shipment list  
Update shipment status  
Undo delivery reporting