Sales Management
Sales management software from quotation to cash
Quote with confidence, confirm orders against real stock, dispatch accurately and invoice without re-typing. Omnegic ERP keeps every sales step connected to inventory and accounting.
The challenge
Where sales processes usually break down
- 01
Orders promised without stock visibility
Sales teams confirm quantities without knowing what is actually available, leading to delays and difficult customer conversations.
- 02
The same order is typed three times
A quotation in one file, an order in another and an invoice in accounting creates errors in prices, quantities and customer details.
- 03
Managers can’t see the pipeline of orders
Which orders are pending dispatch, partly delivered or not yet invoiced is answered by asking people rather than checking a system.
The Omnegic approach
Omnegic ERP treats a sale as one connected document trail. A quotation becomes an order, the order drives dispatch from inventory, and delivery drives the invoice that posts to accounting. Each step carries the information forward so nothing needs to be re-entered.
Capabilities
What Omnegic Sales Management covers
Standard capabilities describe the module’s intended scope. Items marked as configured per implementation depend on your setup and are confirmed with you during evaluation.
Customer records
Maintain customer details, contacts, terms and transaction history in one place shared with CRM and accounting.
Quotations
Prepare quotations with products, quantities, prices and discounts, then convert accepted quotes into orders.
Sales orders
Confirm orders and track their status from pending to delivered and invoiced.
Delivery and dispatch
Record deliveries against orders, including partial deliveries, with stock updated as goods leave.
Invoicing and receipts
Generate invoices from delivered quantities and record customer payments against them.
FBR e-invoicing
Sales tax invoices are validated and submitted to FBR in real time, then printed with the FBR invoice number and QR code. See FBR e-invoicing.
AI sales forecasting
Forecast sales by month, branch, customer and product, and ask the AI assistant about orders, invoices and collections in plain language.
Sales returns
Handle returned goods with corresponding stock and accounting adjustments.
Configured or confirmed per implementation
Price lists and discount rulesConfirm in evaluation
Customer- or channel-specific pricing can be set up where your commercial model requires it.
Approval stepsConfirm in evaluation
Add approvals for discounts above a threshold, credit limits or special terms, aligned with your internal controls.
Workflow
One order, one connected trail
Every document in the sales cycle is linked to the one before it, so anyone can see where an order stands.
- 1
Quotation
Prepared from current products and pricing, and shared with the customer.
- 2
Sales order
Accepted quote converts to an order with stock availability visible.
- 3
Delivery
Warehouse dispatches full or partial quantities; stock reduces accordingly.
- 4
Invoice
Invoice is created from delivered quantities and posted to receivables.
- 5
Receipt
Customer payment is recorded and matched to the invoice.
Sales
Order status at a glance
Sales managers can review orders by stage instead of asking for updates.
Quotations awaiting response
See which offers need follow-up, linked to CRM activity.
Orders awaiting dispatch
Prioritise by customer, date or availability.
Delivered but not invoiced
Close the gap that quietly delays cash collection.
Invoiced and outstanding
Review receivables with finance using the same data.
Connected modules
How Sales Management connects with the rest of Omnegic
Information created here is used elsewhere automatically, which is what removes duplicate entry.
- Inventory & WarehouseOrders reserve and reduce stock, giving sales accurate availability.Explore Inventory
- Accounting & FinanceInvoices and receipts post directly to receivables and revenue.Explore Accounting
- Customer Relationship ManagementWon opportunities become quotations and orders without re-entering customer details.Explore CRM
- Purchase & ProcurementShortfalls against confirmed orders can inform purchasing decisions.Explore Purchase
Benefits
What your team gains
Fewer order errors
Information moves forward from quote to invoice instead of being re-typed.
Realistic promises to customers
Sales sees stock availability before confirming quantities.
Faster billing
Delivered orders are visible for invoicing, reducing missed or delayed invoices.
Clear accountability
Every order’s status and history is visible to the people who need it.
FAQ
Sales questions, answered
What is the difference between Omnegic Sales and Omnegic CRM?
CRM manages the relationship and pipeline before a deal is won: leads, follow-ups and opportunities. Sales manages the commercial transaction after that: quotations, orders, deliveries and invoices. The two share customer records so information flows from one to the other.
Can we invoice partial deliveries?
Yes, the sales flow is designed around delivering and invoicing the quantities actually dispatched, so partial deliveries are tracked against the original order.
Can different customers have different prices?
Customer- or channel-specific pricing is part of the configurable scope. During evaluation we review your pricing model, including discounts and special terms, to confirm how it should be set up.
Can we print invoices in our own format?
Document layouts such as quotations and invoices are typically adapted to your branding and the information your customers expect. Sales tax invoices also carry the FBR invoice number and QR code required for digital invoicing.
Are sales invoices submitted to FBR automatically?
Yes. Omnegic is FBR e-invoicing ready, so sales tax invoices are submitted to FBR’s Digital Invoicing system as they are posted, and their FBR status is tracked on each invoice.
Does sales management work across multiple branches?
Multi-branch operations can be reflected in how users, warehouses and documents are organised. The exact structure is agreed during implementation based on how your branches operate.
Can sales staff see stock before confirming an order?
Yes. Because sales and inventory share the same data, available stock can be checked while preparing quotations and orders.
Walk through your order-to-cash flow
Bring a recent order and we will show how it would move through Omnegic ERP.