Sutumatic is a cloud-based accounting software

Sutumatic's Sales Management System enables you to track sales operations efficiently, improve customer relationships, and achieve full integration between inventory and sales. Whether you're managing an online store or working in retail, this system provides everything you need to boost your productivity and increase your revenue.

Sales

Features of the Sales Management System

Customer Management

Easily Record and Manage Customer and Contact Data.
Track Purchase History and Customer Interaction History.
Manage Complaints and Suggestions to Improve Customer Experience.
Automated Alerts and Follow-ups for Contract Renewals or Future Sales Opportunities.

Opportunities Management

Track Sales Opportunities from Start to Close.
Analyze the Sales Pipeline and Identify Critical Stages.
Estimate Potential Revenue for Each Sales Opportunity.
Manage Commercial Offers, Discounts, and Incentives.

Order Management

Process Orders from Receipt to Delivery.
Instant Integration with Inventory to Check Product Availability.
Track Order Status (Confirmed/Shipped/Delivered).
Automatically Generate Invoices and Receipts.

Team Management and Sales Representative Performance

Track the Performance of the Sales Team through Detailed Reports.
Set Targets and Monitor Their Achievement.
Monitor Representative Activities (such as the number of visits and meetings).
Manage Incentives and Rewards to Boost Productivity.

Integration with E-Commerce and Sales Channels

Link the System to E-Commerce Platforms to Improve Performance.
Manage Multiple Sales Channels (Multi-Channel Sales).
Analyze Marketing Campaigns and Measure Their Effectiveness in Generating Leads.

Inventory Management and Integration with Logistics

Link Sales Operations with Inventory to Ensure Product Availability.
Automatic Alerts When Inventory Levels Are Low.
Integration with Shipping Companies to Facilitate Delivery.

Sales Employee Performance Reports

Sales Employee Performance Reports
- The system provides reports showing the total sales for each employee, helping to analyze team performance.
- Track employee motivation by setting sales targets and linking them to incentives.
Branch Reports
- The ability to generate detailed reports on the performance of each branch, including total sales and the best-selling products at each location.
Advanced Analytics
- Track sales trends and identify peak periods of activity, helping to optimize sales strategies.

Analytics & Reporting

Periodic Reports on Sales Performance and Revenue.
Analyze Trends and Forecast Future Sales.
Compare the Performance of Different Branches or Sales Teams.
Interactive Dashboards to Facilitate Decision-Making.

Direct Invoice Generation and Customization According to Customer Needs

Flexible Invoice Customization
- The system allows for adding customer-specific conditions, such as discount percentages or taxes.
- Products or services listed on the invoice can be customized based on the customer's needs.
Types of Available Invoices
- Instant Cash Invoice: Used for direct sales transactions, allowing for quick recording of sales and cash calculations in the register.
- Deferred Invoice: Used for purchases paid later, with payment schedules specified.
Easy Cash Register Management
- Sales transactions are automatically recorded and linked to the appropriate register, making it easier to track cash flow across different branches.
Generate Electronic Invoices and Manage Accounts Effectively
Track Overdue Payments with Automatic Alerts for Due Payments
Integration with Accounting Systems to Manage Cash Flow
Support for Multiple Payment Solutions (Cards/Bank Transfers/Electronic Payments)

Managing Quotations and Invoices in Sutumatic

Sutumatic's system offers integrated and flexible solutions for managing quotations and invoices, making it easier for businesses to issue professional quotes and quickly convert them into official invoices, with the ability to customize terms and discounts according to customer needs.

Quotation Details

Includes the customer's name, requested products or services, quantity, and prices
Displays contract-specific terms, such as discount rates or applicable taxes.
Defines the validity period of the quotation and expiration date.

Easily Send the Quotation

Quotations can be sent via email or WhatsApp directly from the system
An electronic copy is stored in the system for future reference

Convert Quotation into Invoice

With just one click, the quotation can be converted into a comprehensive sales invoice, retaining all the terms and prices specified.
Advanced sales management is facilitated through integration with inventory to check product availability when preparing the quotation.

Customer Support and After-Sales Service

Manage Maintenance and Returns After Sale
Ticketing System to Track and Resolve Issues
Analyze Customer Satisfaction and Monitor Feedback

Integration with Other Systems

Automatic Integration with Accounting System
Automatic Integration with Human Resources System

Security and Compliance Management

Access Permissions Based on Job Roles
Data Encryption to Ensure Privacy Protection

Customer Management System in Sutumatic

Comprehensive Customer Relationship Management from Registration to Detailed Follow-up

The Customer System in Sutumatic provides comprehensive solutions for managing customer relationships, starting from registering new customers, tracking their balances, to monitoring unpaid invoices and analyzing aging accounts. The system offers an advanced dashboard to display all relevant data, making it easier to enhance the customer experience and make strategic decisions based on accurate data.

Core Functions in the Customer System

Easily Register a New Customer
- Enter basic data such as name, phone number, email, and customer address.
- Categorize customers into specific segments (e.g., VIP or regular customers) to simplify marketing campaign management.
Detailed Customer Reports
- The system generates reports on customer balances and their financial transactions with the company.
- Track unpaid invoices for each customer and identify overdue invoices to avoid cash flow issues.
Comprehensive Dashboard
- The dashboard provides an overview of all customer data in one place.
- Includes information about total sales, customer balances, invoice status, and customer purchasing behavior.
Aging Accounts Management
- Analyze invoices based on aging accounts (how overdue they are), helping with collections and risk reduction.
- Display overdue invoices and categorize them by time periods (30 days, 60 days, 90 days, etc.).

Sutumatic Sales Management System

An Integrated System to Improve Sales Performance and Increase Revenue

Features of the Sales Management System

Sales Employee Performance Reports

Analytics & Reporting

Direct Invoice Generation and Customization According to Customer Needs

Managing Quotations and Invoices in Sutumatic

Customer Support and After-Sales Service

Integration with Other Systems

Security and Compliance Management

Customer Management System in Sutumatic

Comprehensive Customer Relationship Management from Registration to Detailed Follow-up

Core Functions in the Customer System

Register now – Start your journey to success with your ideas

Features of the Sales Management System

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Add-ons

Contact

- Address

- Email Address

- Unified Number

- Download the Sutumatic POS (Cash Register) Application

ERP System

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