Module
SwipfeERP is a complete business management system that streamlines procurement, sales, production, inventory, finance, HR, and maintenance. Manage orders, invoices, payments, and material tracking effortlessly, while ensuring quality checks, attendance, and employee formalities are handled seamlessly. Stay on top of sales follow-ups, reports, and compliance, keeping your business smooth, efficient, and fully in control.
Streamline your entire sales process, from lead capture, quotation creation, and sales orders to payment tracking, customer follow-ups, and sales analysis. Effortlessly manage outstanding orders, returns, invoicing, and reporting to boost efficiency, drive conversions, and maximize revenue.
Transform your sales process from start to finish. Capture leads instantly, generate quotations in seconds, and convert them into confirmed orders effortlessly. Spend less time on paperwork and more time closing deals.
Make data-driven decisions with real-time sales tracking, reporting, and analysis. Identify trending products, customer patterns, and outstanding orders to optimize your strategy and boost revenue.
Ensure timely follow-ups, smooth order management, and hassle-free returns. Keep your customers informed, satisfied, and loyal, while maintaining efficient, transparent sales operations.
View sales metrics overview.
Track all courier transactions.
Manage customer information.
Assign employee roles.
Maintain area postal codes.
Track quotation responses.
Define delivery conditions.
Capture & track all enquiries.
Create accurate quotes fast.
Seamless order tracking.
GST/VAT compliant bills.
Track deliveries easily.
Analyze sales & dues.
Trends & insights.
Simplify returns process.
Resolve issues faster.
Stay connected always.
Plan sales person team work.
Smart email campaigns.
Boost brand visibility.
Track KPIs & targets.
Gain real-time insights with the Sales Dashboard. Monitor sales performance instantly. Track targets vs achievements. Analyze revenue trends efficiently. Identify top-performing products. Streamline sales operations. Make data-driven decisions. Enhance team productivity effortlessly.
The Sales Dashboard provides a central hub to monitor all sales activities. You can track revenue, orders, and performance metrics in real-time. Sales targets and achievements are clearly displayed for teams and management. Trend analysis helps identify top-selling products and underperforming items. Alerts and notifications inform managers about pending or delayed orders. Integration with CRM, inventory, and accounting ensures seamless data flow. Historical data allows evaluation of past performance and strategic planning. Reports can be generated for management review or stakeholder presentations. The interface is intuitive, allowing quick navigation for sales teams. Multi-user access supports collaboration while maintaining data security. You can filter sales by region, product, or sales executive for detailed insights. Automated summaries save time and reduce manual errors. Overall, the Sales Dashboard enhances visibility, efficiency, and revenue growth.
Manage shipment accounts efficiently with courier Ledger. Track delivery charges in real-time. Monitor transactions effortlessly. Ensure accurate billing. Streamline logistics finance. Analyze Courier performance. Reduce errors and discrepancies. Access transaction history instantly.
courier Ledger allows businesses to record and track all courier-related financial transactions. Delivery charges, returns, and other logistics costs are accurately recorded. Integration with sales orders and inventory ensures precise billing. Historical ledger data allows analysis of courier performance and cost trends. Alerts notify managers about discrepancies or pending payments. Multi-user access supports collaboration while maintaining security. Reports provide insights into shipment efficiency, costs, and outstanding payments. The interface is intuitive and simplifies data entry. Export options allow sharing ledger data for accounting or management purposes. Tracking Courie performance helps optimize delivery partners and reduce operational costs. Automated calculations reduce errors and manual effort. Integration with payment modules ensures timely settlements. Overall, courier Ledger strengthens financial control and logistics efficiency.
Centralize client information with Customer Profiles. Track purchase history efficiently. Monitor contact details. Streamline relationship management. Segment customers easily. Access interaction history. Enhance sales strategy. Improve customer engagement.
Customer Profiles store all client information in a centralized system. You can track contact details, purchase history, preferences, and interactions. Segmentation allows targeted campaigns and personalized communication. Integration with sales, CRM, and billing ensures seamless updates. Alerts notify sales teams about important client actions or follow-ups. Historical data helps in analyzing buying trends and customer behavior. Reports provide insights into top clients, revenue contributions, and engagement levels. Multi-user access supports team collaboration while maintaining confidentiality. The interface is intuitive and reduces administrative effort. Exporting customer data for analysis, reporting, or campaigns is seamless. Overall, Customer Profiles enhance client relationships, improve engagement, and drive sales growth.
Manage employee roles efficiently with Designation. Assign responsibilities accurately. Streamline task allocation. Monitor sales performance by role. Ensure hierarchy clarity. Improve workflow efficiency. Support team collaboration. Simplify HR management.
Designation module allows businesses to define roles and responsibilities for each employee. Sales and operational tasks can be assigned accurately based on role. Role-based access ensures that employees have appropriate permissions. Integration with sales and HR modules ensures seamless workflow management. Historical data helps evaluate performance by designation. Alerts notify managers about pending tasks or approvals. Reports provide insights into productivity and role efficiency. Multi-user access allows team collaboration while maintaining security. The interface is user-friendly and reduces manual tracking. Designation helps streamline task allocation, improve accountability, and enhance operational efficiency. Exporting data for analysis or audits is easy. Overall, it ensures clarity in hierarchy, enhances productivity, and supports structured workflow management.
Organize delivery regions with Pincode List. Streamline shipping zones. Track regional orders efficiently. Assign service areas accurately. Ensure timely deliveries. Optimize logistics planning. Reduce shipping errors. Improve customer satisfaction.
The Pincode List module helps businesses organize delivery regions efficiently. Each pincode can be linked with a service area, warehouse, or sales region. Integration with sales and dispatch modules ensures accurate order allocation. Historical data helps analyze order distribution and optimize delivery routes. Alerts notify managers about delivery exceptions or pending shipments. Reports provide insights into regional sales performance and logistics efficiency. Multi-user access supports collaboration between sales, logistics, and customer service teams. The interface is intuitive and simplifies region mapping. Exporting pincode data for analysis or reporting is seamless. Overall, Pincode List enhances delivery accuracy, reduces errors, and improves operational efficiency.
Quotation Follow-up helps track pending quotes and client responses. Improve sales conversion efficiently.
Monitor sent quotations, set reminders for follow-ups, record client responses, and ensure timely communication to close deals faster.
Sales Order Status tracks all sales orders. Monitor pending, dispatched, and completed orders efficiently.
Keep a real-time overview of all orders, check delivery progress, reconcile sales transactions, and generate actionable reports for management.
Define delivery conditions clearly with Terms of Delivery. Specify lead times and shipping rules. Ensure transparent communication. Streamline order fulfillment. Reduce misunderstandings. Monitor delivery performance. Improve customer satisfaction. Support sales and logistics alignment.
Terms of Delivery allows businesses to define clear conditions for order fulfillment. Lead times, shipping methods, and delivery rules can be specified for each client or product. Integration with sales and dispatch modules ensures adherence to defined terms. Alerts notify teams about delays or deviations. Historical data helps evaluate delivery performance and optimize processes. Reports provide insights into fulfillment efficiency and customer satisfaction. Multi-user access supports collaboration across sales, logistics, and customer service teams. The interface is user-friendly and reduces errors in communication. Exporting delivery terms for clients or internal use is seamless. Overall, Terms of Delivery improves transparency, operational efficiency, and customer trust.
Sales Enquiry helps you capture, organize, and respond to every customer enquiry instantly. With SwipfeERP, your sales team can track leads, assign priorities, and follow up seamlessly.
You can view enquiry details for this month, last month, and this year, along with pending enquiries. There is also a custom period option where you can select a start date and end date to see enquiries for a specific time frame.
This ensures no potential client is missed and every opportunity is handled on time. It helps build strong customer relationships and increases your chances of conversion.
With detailed reports and easy-to-use filters, your sales team can analyze trends, prioritize follow-ups, and close deals faster.
Sales Enquiry is the first step in growing your sales. It allows you to record all enquiries from customers in one place. Every enquiry is saved with details like customer name, contact, product interest, and priority. The system automatically organizes enquiries so your team can respond faster. You can assign enquiries to specific salespersons for better responsibility. Follow-up reminders help you never miss important communication. The enquiry history is always available for future reference. You can check which enquiries are hot leads and which are cold. This helps your team focus on the right opportunities. Reports show enquiry status like open, in process, or closed. Managers can track how many enquiries are converted into orders. This feature improves customer experience and saves a lot of time. It makes your sales process smooth, structured, and more professional.
Quotation management in SwipfeERP lets you create professional, accurate quotes in seconds. It reduces manual work by auto-calculating prices, taxes, and discounts. Your team can customize quotations as per client needs and share instantly. This builds trust with customers and speeds up deal closure.
Quotation is the most important part of any sales process. With SwipfeERP, you can prepare quotations quickly and error-free. All items, prices, discounts, and taxes are auto-calculated for accuracy. You can create multiple quotation formats to suit different clients. Each quotation can be customized with terms, conditions, and delivery dates. The system keeps a record of all quotations with unique reference numbers. You can easily track whether a quotation is pending, approved, or rejected. Follow-up reminders ensure that sales teams don’t forget to contact clients. It also helps in comparing quotation history for repeat customers. Quotations can be instantly converted into sales orders without re-entry. Managers can see which quotations are active and their success rate. This reduces paperwork and improves response time to clients. Overall, quotation management improves professionalism and increases order conversions.
Sales Order in SwipfeERP ensures smooth order processing from quotation to delivery. It helps you track every order in real time with clear status updates. The system reduces errors by linking sales orders with inventory and dispatch. This makes customer handling faster, accurate, and stress-free.
Sales Order management is the heart of the sales process. With SwipfeERP, you can convert quotations into sales orders instantly. The system captures all customer details, product items, and quantities automatically. It checks stock availability before confirming the order. This avoids delays and ensures timely delivery. Every sales order has a unique reference number for easy tracking. You can monitor the status: pending, approved, in-process, or completed. The order is linked with dispatch and invoice modules for seamless flow. Salespersons can check updates anytime without manual follow-ups. Managers can see the pipeline of all active sales orders. Reports show sales performance, pending deliveries, and revenue forecasts. This reduces paperwork and mistakes caused by manual entries. Overall, sales order management improves efficiency and customer satisfaction.
SwipfeERP makes tax invoice creation fast and 100% accurate. All GST/VAT, discounts, and charges are auto-applied with compliance-ready formats. Invoices can be generated instantly from sales orders without re-entry. This ensures faster billing, fewer errors, and better cash flow.
Tax Invoice is one of the most important documents in sales. SwipfeERP helps you prepare invoices quickly with automatic calculations. All taxes like GST, VAT, or custom duties are added automatically. You can also include discounts, transport charges, or other costs. Invoices are generated directly from sales orders to save time. Each invoice has a unique number for easy tracking and compliance. The system ensures invoices follow government rules and formats. Digital invoices can be shared instantly with customers via email. Payment status can be linked with each invoice for easy follow-up. Managers can see daily, weekly, or monthly invoice summaries. The system also supports credit notes and debit notes against invoices. It helps maintain error-free records for tax filing and audits. Overall, Tax Invoice management improves billing speed and financial accuracy.
SwipfeERP makes dispatch tracking simple and transparent. You can monitor shipments, assign couriers, and update delivery status in real time. Customers stay informed with accurate dispatch updates. This ensures on-time deliveries and higher customer satisfaction.
Dispatches are the final step to deliver products to customers. SwipfeERP helps you manage all dispatch activities from one place. You can assign courier details, transport numbers, and delivery dates. The system updates the status from pending to dispatched to delivered. Each dispatch is linked to its sales order for easy tracking. You can generate dispatch slips, labels, and delivery notes instantly. Customers can be notified automatically about their delivery status. The system records courier name, vehicle details, and tracking numbers. This ensures complete transparency between business and customer. Managers can check how many dispatches are pending or completed. The system reduces errors like wrong delivery or missed shipments. Reports provide insights on delivery times and performance. Overall, Dispatch management ensures timely delivery and happy customers.
SwipfeERP provides smart sales reports with real-time insights. Track revenue, top products, and customer trends in seconds. Outstanding payments are clearly shown for easy follow-up. This helps you boost collections and plan better sales strategies.
Sales Report & Outstanding gives you complete visibility of your sales. With SwipfeERP, you can generate detailed reports in just one click. Reports show total sales, customer-wise performance, and product-wise growth. You can filter data by period, region, or salesperson. Outstanding reports show all pending payments from customers. Each outstanding entry is linked with its invoice and due date. This makes it easy for your team to follow up with clients. Managers can check which customers are delaying payments regularly. The system also highlights high-value dues for priority action. Graphs and charts make reports easier to understand. You can download reports in Excel or PDF formats for sharing. The module saves time compared to manual report preparation. Overall, it improves sales decisions and ensures faster payment recovery.
Sales Analysis helps you understand trends and customer behavior clearly. Identify top-performing products, regions, and salespersons with ease. Track growth patterns and adjust your strategies faster. This leads to smarter decisions and higher profits.
Sales Analysis gives a clear picture of business performance. It shows which products are selling the most and which are slow. You can check customer buying patterns and seasonal demand. Trends can be viewed by time period, location, or sales team. The system highlights fast-moving and slow-moving items. Salespersons’ performance can also be compared side by side. It becomes easy to see which regions are performing better. Data can be turned into charts and graphs for quick understanding. Managers can forecast future demand based on past data. Profitability reports show margins on different products. Decision-making becomes faster because of real-time insights. It helps reduce wastage and focus on the right opportunities. Overall, Sales Analysis supports better planning and business growth.
Easily manage and track all product returns with SwipfeERP. Reduce errors, save time, and keep your sales records accurate. Handle approvals, restocking, and customer notifications seamlessly. Gain full visibility into returned items and streamline your sales workflow.
SwipfeERP makes handling sales returns simple and efficient. You can record returned products, check reasons for return, and process approvals quickly. Automatically update inventory when items are restocked and generate real-time return reports. Notify customers instantly and keep all return records organized in one place. Reduce manual errors and save valuable time for your team. Track the status of each return, from request to completion, ensuring nothing falls through the cracks. Gain insights into return patterns to improve your products and services. Customize workflows for different return scenarios and ensure smooth communication between departments. Manage partial or full returns effortlessly. Keep accurate financial records by linking returns to invoices and credit notes. SwipfeERP helps you stay on top of customer satisfaction while maintaining control over your sales processes.
Easily track, manage, and resolve customer complaints with SwipfeERP. Streamline communication, reduce response time, and ensure customer satisfaction. Stay on top of every issue, assign tasks seamlessly, and gain full visibility into complaint status.
SwipfeERP makes complaint management efficient and stress-free. Record every customer issue, categorize it, and assign it to the right team instantly. Track the status of complaints from reporting to resolution, ensuring no issue is overlooked. Reduce response times and enhance customer satisfaction with timely updates. Generate detailed reports to identify recurring problems and improve products and services. Enable smooth communication between teams, departments, and customers. Set priorities, deadlines, and reminders to ensure complaints are handled promptly. Maintain complete records of actions taken, resolutions, and follow-ups. Analyze trends to prevent future complaints and optimize workflows. SwipfeERP keeps your customer relationships strong while maintaining control and transparency in your complaint process.
Stay on top of every customer interaction and order status with SwipfeERP. Automate follow-ups, boost sales efficiency, and strengthen relationships. Get real-time updates, track pending orders, and ensure timely communication every step of the way.
SwipfeERP makes customer and order follow-up easy and effective. Track all customer interactions, from inquiries to completed orders, in one centralized system. Automate reminders for pending orders and follow-ups to ensure nothing slips through the cracks. Monitor order status in real-time, identify delays, and take proactive action. Improve customer satisfaction by responding promptly and keeping clients informed. Assign tasks to sales teams, prioritize follow-ups, and maintain consistent communication. Generate detailed reports to analyze follow-up efficiency and sales performance trends. Strengthen relationships by staying organized, responsive, and professional. Reduce manual effort while boosting productivity and sales conversion rates. SwipfeERP keeps your customers engaged and ensures smooth order management, helping your business grow efficiently.
Plan, track, and optimize your sales team’s schedule with SwipfeERP. Assign tasks, monitor performance, and ensure timely follow-ups. Keep your team organized, productive, and focused on driving sales.
SwipfeERP makes sales person work scheduling efficient and transparent. Create daily, weekly, or monthly schedules for your team and assign tasks with ease. Track attendance, task completion, and field visits in real-time. Set reminders for meetings, follow-ups, and important customer interactions to avoid missed opportunities. Monitor performance metrics and identify areas for improvement. Ensure optimal workload distribution to keep your team productive and motivated. Analyze schedules to spot inefficiencies and optimize routes for field sales. Keep communication clear between managers and sales staff. Streamline reporting and reduce manual effort with automated tracking. SwipfeERP helps you maximize sales output, enhance accountability, and maintain smooth operations across your sales team.
Send, track, and manage all business emails effortlessly with SwipfeERP. Automate communication, boost productivity, and maintain professional correspondence. Ensure every message reaches the right person at the right time.
SwipfeERP makes business emailing fast, efficient, and organized. Compose, send, and schedule emails directly from the ERP, reducing the need for separate tools. Track delivery and read status to ensure your messages reach the intended recipients. Automate follow-ups and reminders to keep communication consistent. Organize inboxes, templates, and contacts in one centralized system. Integrate with sales, orders, and customer records for context-aware communication. Boost team collaboration by sharing email threads and assigning tasks from messages. Generate reports on email activity and engagement to optimize communication strategies. Reduce manual work while enhancing efficiency. Maintain professional correspondence and timely updates with clients, suppliers, and internal teams. SwipfeERP keeps your communication streamlined, organized, and fully tracked for maximum impact.
Plan, launch, and track promotion campaigns effortlessly with SwipfeERP. Boost sales, engage customers, and maximize ROI. Monitor campaign performance and adjust strategies in real-time for better results.
SwipfeERP makes promotion campaigns simple, effective, and data-driven. Design and schedule campaigns across multiple channels with ease. Target the right audience, track responses, and measure campaign impact in real-time. Automate notifications and reminders to maximize customer engagement. Analyze results with detailed reports to identify which strategies work best. Segment customers for personalized campaigns that drive conversions. Optimize budgets and track ROI for each campaign. Coordinate team efforts, assign tasks, and ensure campaigns run smoothly and on time. Improve brand visibility while keeping communication consistent and professional. SwipfeERP helps you stay ahead of market trends, enhance customer loyalty, and grow sales efficiently.
Monitor, analyze, and boost your sales team’s performance with SwipfeERP. Track targets, evaluate results, and reward top performers. Make data-driven decisions to maximize sales efficiency.
SwipfeERP makes sales person performance tracking simple, accurate, and actionable. Measure individual and team performance against targets in real-time. Identify strengths and weaknesses to provide targeted support. Generate detailed performance reports to understand trends, monitor progress, and set realistic goals. Reward high performers and motivate the team with clear insights. Track sales activities, customer interactions, and completed tasks for complete visibility. Compare performance across regions, products, and time periods to optimize strategies. Enable managers to make data-driven decisions and improve overall sales productivity. Reduce manual tracking and improve accountability. SwipfeERP helps your sales team stay focused, productive, and consistently drive revenue growth.
Automatically log customer needs with smart enquiry tracking to never miss an opportunity.
Generate customized proposals quickly and share with clients in just a few clicks.
Speed up order approvals and eliminate delays with automated confirmation flows.
Provide customers with real-time delivery updates and smooth order completion.
| Feature | Before ERP | With ERP |
|---|---|---|
| Order Processing | Manual entry, slow approvals | Automated, instant flow |
| Data Accuracy | Error-prone & duplicated | 99% error-free synced data |
| Customer Experience | Delayed confirmations | Instant updates & tracking |
| Scalability | Breaks with high volume | Effortlessly scalable |
Explore the SwipfeERP Sales Module. Manage sales dashboards, courier ledgers, customer profiles, designations, and pincode lists for a complete sales management experience.
Transform your sales journey with SwipfeERP’s powerful sales module. From enquiry to delivery—everything simplified.
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