ERPPWA provides tools for organising marketing communications and reaching selected customer and prospect groups.
Features:
- ✓Create reusable WhatsApp and email message templates.
- ✓Maintain recipient lists for new leads and existing customers.
- ✓Organise contacts into groups for targeted communication.
- ✓Schedule WhatsApp and email campaigns.
- ✓Automatically send scheduled messages when communication services are configured.
🏭 Manufacturing example: When launching a new product, announcing a price revision or communicating a promotional offer, your team can prepare the message, select the intended audience and schedule the communication.
💡 Business benefit: Manage recurring customer communications from your ERP instead of maintaining disconnected recipient lists and campaign schedules.
Manage enquiries from initial contact until they are ready for quotation and customer conversion. Existing customers' enquiries for new products can also be recorded through the lead workflow.
Features:
- ✓Create and maintain lead records, including enquiries for new products from existing customers.
- ✓Track interested products, quantities and proposed prices.
- ✓Record temporary products at the lead stage when items have not yet been created in the Product master.
- ✓Organise leads using statuses, groups, lists and configurable pipeline columns.
- ✓Add, edit, delete and rearrange lead statuses; change pipeline ordering to suit the sales process.
- ✓Assign leads to salespeople.
- ✓Record follow-up dates, discussions and next actions.
- ✓Review follow-ups by date and salesperson using My Leads and Leads Tracking.
- ✓View follow-ups scheduled for today or the current week.
- ✓Connect supported lead-provider APIs to bring enquiries into ERPPWA.
- ✓Convert a lead into a customer through a direct action.
- ✓Upload new documents or attach existing ERP documents to a lead.
- ✓Access previous lead discussions and related Lead Offer information.
- ✓Maintain lead status and archive records where required.
Customisable Sales Pipelines
Different businesses use different sales stages. For example: New Lead → Contacted → Interested → Quotation Sent → Negotiation → Order Confirmed → Won/Lost. ERPPWA allows businesses to organise leads according to their own sales processes, including drag-and-drop ordering of pipeline stages.
Salesperson Follow-up Visibility
Managers can review follow-up activities, identify which salespeople have pending work and examine previous discussions and planned next actions. My Leads provides access to assigned leads and sales actions. Leads Tracking supports reviewing activities and discussions by date range and salesperson, including meeting information.
📌 Important workflow details:
- Interested products entered against a lead are not automatically transferred into a Lead Offer or quotation. Products, quantities and prices are selected or entered when preparing the offer.
- Temporary enquiry products can be available for selection when preparing a Lead Offer; they are not automatically added to the permanent Product master.
- Salespeople check their follow-up schedules within ERPPWA. Automatic lead follow-up reminders or notifications are not part of confirmed functionality.
💡 Business benefit: Give salespeople a central place to manage enquiries and identify which prospects require attention without requiring every early-stage product to be added to the main product catalogue.
ERPPWA helps sales teams plan customer interactions and maintain a permanent operational record of their work.
Features:
- ✓Assign customer enquiries and follow-up responsibilities to salespeople.
- ✓Associate salespeople with customers.
- ✓View scheduled follow-ups by salesperson.
- ✓Plan customer visits and manage schedules.
- ✓Record visit dates, purposes, discussions and outcomes.
- ✓Record customer feedback and requirements.
- ✓Document agreed next actions after customer meetings.
- ✓Review salesperson activities and scheduled workloads.
- ✓Analyse salesperson-wise sales performance through reporting.
- ✓Maintain visits associated with leads, customers, complaints and service activities.
- ✓Distinguish scheduled and completed/attended visits.
- ✓Schedule subsequent meetings and record follow-up discussions.
Customer Visit Management
A salesperson can maintain information about which customer was visited, why the visit took place, what was discussed, the outcome and the next action. This gives management a record of field-sales activities rather than relying only on verbal updates.
💡 Business benefit: Improve visibility into customer interactions, sales responsibilities and individual salesperson performance.
Organise customer records, commercial information, component references and related sales activities for everyday account management.
Features:
- ✓Maintain customer master records, customer codes and tax information where applicable.
- ✓Store multiple customer contacts organised by department (Purchasing, Accounts, Production, Stores).
- ✓Maintain multiple customer addresses (branches, factories, warehouses, billing and shipping).
- ✓Select applicable billing and shipping addresses when preparing supported documents.
- ✓Maintain customer-specific commercial information.
- ✓Associate customer-specific part numbers with internal product codes.
- ✓Maintain Customer BOM information and generate Sales Orders from selected BOM products on Customer Dashboard.
- ✓Access customer quotations, orders, invoices, receipts, delivery documents and sales returns.
- ✓Review customer activity through the Customer Dashboard.
- ✓Mark a party as Customer and/or Supplier where applicable, avoiding duplicate party masters.
Customer-Specific Part Number Mapping
Manufacturing customers often use their own product identification codes. ERPPWA allows customer-specific part numbers to be mapped to internal product codes, helping your team speak the customer's language while retaining internal inventory SKU consistency.
Customer BOM Management and Sales Order Generation
Maintain Customer BOM information for customers who purchase multiple components used in their manufactured products. For example, a customer manufacturing a machine may require dozens of components supplied by your enterprise. Verified workflow: On the Customer Dashboard, select required products from the Customer BOM and use the Generate Sales Order action to create a Sales Order for those selected products.
The Customer Dashboard Cockpit
Review a selected customer's entire business relationship in one screen:
Overview: Sales, dues & date filters
Due by Invoice: Balances & receipt actions
Receipt History: Voucher & invoice refs
Sales Orders: Search, review & create
Sales Invoices: Payment status & billing
Quotations: Review or initiate quotes
Sales Returns: Return tracking & credits
Delivery Notes Out: DNOs & invoicing status
Top-Selling Items: Product rankings & views
💡 Business benefit: Maintain consistent customer information, component references, transaction history and connected sales-order initiation in one system.
Manufacturers may sell the same product to different customers at different prices and under different payment arrangements. ERPPWA supports customer-specific pricing and commercial controls.
Features:
- ✓Maintain selling prices by customer and product.
- ✓Automatically select applicable customer-specific prices in quotations, sales orders and invoices.
- ✓Allow authorised price adjustments when required.
- ✓Provide salespeople with instant product selling price information.
- ✓Associate customer product codes and material numbers with internal products.
Customer Commercial Controls
Supported settings include: Credit limits, credit days, payment terms, customer-specific product pricing, discount limits, item-wise maximum discounts, package percentages, and forwarding percentages. These controls help businesses maintain defined commercial conditions for customer transactions.
Sales Price Formula Templates
Create reusable custom selling price formula templates and apply them to a product's cost price. After applying a formula, users can further customise the price using additional cost fields.
Sales-to-Purchase Price Requisition
When a salesperson receives an enquiry for a product without an available selling price, they can raise a price requisition directly for the purchasing team. The purchasing team provides the pricing info, and the salesperson receives a notification.
💡 Business benefit: Improve pricing consistency, reduce informal communication and help salespeople respond to customers with accurate commercial information.
ERPPWA has two separate quotation-related screens: Lead Offers for lead-based enquiries (including enquiries from existing customers for new products) and Quotations for established-customer quotations.
Standard Quotation Features:
- ✓Prepare Lead Offers for enquiries and Quotations for existing customers.
- ✓Enter products, quantities, prices and other applicable quotation details.
- ✓Apply relevant customer-specific prices automatically.
- ✓Edit existing quotations when customer requirements change.
- ✓Maintain quotation revision history.
- ✓Use customisable quotation layouts and maintain supporting documents/attachments.
- ✓Convert accepted Lead Offer or Quotation into a Sales Order through a direct action.
Engineering and Customised Quotations
Manufacturers of customised machinery and engineered products may need quotations containing multiple components, specifications and optional configurations. ERPPWA supports predefined quotation templates that can include: Mandatory components, Optional components, Technical specifications, Variables, and Customised layouts.
🏭 Manufacturing example: A machinery manufacturer prepares quotations for equipment that can be supplied with different motors, controls, accessories and optional components. Instead of preparing every quotation from scratch, the salesperson works from a predefined quotation structure and selects the required configuration.
💡 Business benefit: Reduce repeated work between preparing customer offers and processing orders, while supporting complex manufacturing quotations and a traceable history of changes.
Handle orders created directly, converted from customer quotations or generated from selected products in a Customer BOM on the Customer Dashboard.
Features:
- ✓Create Sales Orders directly or generate from accepted Lead Offers / Quotations.
- ✓Generate Sales Orders from selected Customer BOM products in the Customer Dashboard.
- ✓Maintain ordered products, quantities and commercial details.
- ✓Record delivery dates and view what is scheduled to be delivered.
- ✓Generate an optional Proforma Invoice when required.
- ✓Process partial Sales Invoicing against an order.
- ✓Create partial Delivery Notes Out (DNO) against selected Sales Order quantities.
- ✓Track quantities remaining after partial invoicing or delivery.
- ✓Review pending Sales Orders on Main ERP Dashboard and filter via Sales Order Summary.
Partial Sales Order Processing & Scheduled Delivery Tracking
A customer places an order for 1,000 units. The business invoices or delivers 400 units initially. The remaining 600 units are tracked automatically for subsequent processing. ERPPWA records delivery dates and displays what is scheduled to be delivered, allowing the team to honour delivery commitments.
💡 Business benefit: Manage customer orders processed in multiple stages without losing visibility into pending quantities or planned deliveries.
ERPPWA connects sales invoicing with preceding sales documents and handles modern tax and service compliance.
Features:
- ✓Create Sales Invoices through supported Sales Order and DNO workflows.
- ✓Support partial invoicing against Sales Orders.
- ✓Generate e-Invoice IRNs through configured API integrations.
- ✓Generate e-Way Bill numbers through configured API integrations.
- ✓Dedicated Consultancy Invoice and Labour Invoice screens for service billing.
- ✓Create Sales Returns linked to original Sales Invoices, with Credit Note amounts reflected in invoice receipt balances.
- ✓Maintain invoice documents, attachments and voucher references for customer payment tracking.
💡 Business benefit: Reduce repeated transaction entry and manage sales documentation, returns and appropriate service billing through connected ERP workflows.
ERPPWA supports configurable customer payment terms, expected-due calculations and payment recording through several workflows.
Configurable Payment Terms & Due Calculations
Define instalment-based payment arrangements (e.g. 25% advance, 25% on delivery, 25% after 30 days, 25% after 45 days). ERPPWA calculates expected dues and provides milestone aging against each invoice.
Three Receipt Entry Methods:
- Sales Invoice Receipt Tab: Record payments directly from the invoice with prefilled references and printable statement.
- Main ERP Dashboard: Immediate access to due and overdue receipts linked to invoice numbers.
- Dedicated Receipts Page: Enter customer receipts centrally and allocate one lump-sum receipt across multiple customer invoices.
💡 Business benefit: Maintain visibility into expected payment schedules, customer collections, payment history and outstanding invoice balances.
ERPPWA provides sales intelligence through the Main ERP Dashboard, the Customer Dashboard, and eleven dedicated operational sales reports.
Eleven Documented Sales Management Reports
| Report Name |
Information and Business Use |
| Lead Offer Summary |
Review offers prepared for leads, including related references and commercial details. |
| Quotation Summary |
Review existing-customer quotations and displayed quotation references/revisions. |
| Sales Order Summary |
Track orders, delivery dates, pending/completed status and applicable production job references. |
| Sales Summary |
Analyse invoiced sales, gross amounts, net revenue and taxes. |
| Sales Return Summary |
Review goods returns and their linked invoice or transaction references. |
| Sold Product Summary |
Review sold quantities, pricing, products and available date/customer/salesperson filters. |
| Sales Profit Summary |
Compare reported material cost, sales billing value and gross margin profit. |
| Product Sales Price Report |
Inspect product pricing information, tax, maximum discount and item references. |
| Due Summary |
Review customer/party balance positions across all open receivables. |
| Due Reports |
Review invoice-level amounts outstanding, payment aging, and overdue days. |
| Customer Complaints Summary |
Analyse complaints by status, priority, classification and resolution info. |
Reports include filtering, search, printing, column selection and Excel export controls. (Note: ERPPWA delivers intelligence through the Main ERP Dashboard, Customer Dashboard and reports; there is no separate isolated Sales Dashboard).
💡 Business benefit: Help management monitor pending work, salesperson performance, customer purchasing patterns, product sales, profitability and receivables.
Customer relationships continue after products have been delivered and invoiced. ERPPWA supports recording and managing customer complaints and related quality activities.
Features:
- ✓Customer complaint management with priority, status, product and responsible-team info.
- ✓Corrective action records linked directly by complaint reference.
- ✓Non-conformity reports (NCRs) and near-miss information.
- ✓Structured documentation of customer and quality issues with PDF reports.
- ✓Customer Complaints Summary for management visibility.
💡 Business benefit: Help teams manage customer issues through structured records instead of relying entirely on disconnected emails or informal verbal communication.
How the Sales Management Features Work Together
ERPPWA connects the main activities involved in managing a customer relationship:
For a lead-based enquiry: Marketing → Lead → Follow-up → Lead Offer → Customer conversion (when required) → Sales Order → Optional Proforma Invoice → DNO (when required) → Sales Invoice → Customer Receipt.
For an existing customer: Customer → Quotation → Sales Order → Optional Proforma Invoice → DNO (when required) → Sales Invoice → Customer Receipt.
Why Connected Information Matters
A salesperson can review customer requirements and follow-up history. The purchasing team can respond to pricing requisitions. The warehouse can work with relevant delivery and packing documents. The accounts team can review expected dues and customer receipts. Management can analyse sales, customers, products, scheduled deliveries and outstanding receivables. The purpose is not simply to provide more screens — it is to make important business information easier to find and manage through structured processes.
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