Sales

CarbonShelf Sales module gives you complete control on your order processing. With extensive support for authoring, handling and tracking, you can confidently define internal processes that rely on software to let tasks cascade from team to team. Let the Sales team take complete control of terms of sales and Delivery teams focus on what they do the best – ensure timely and smooth delivery

Delivery

  • Create any number of consignments for given order
  • Extensive support for recording and Tracking complete logistics details like service provider, vehicle, enclosure, route, etc. for every consignment
  • Built in validations to ensure only up to quantity ordered can packed and invoiced

Customizable forms

  • Add custom properties to store information specific to your business / industry. All custom properties available as placeholders in document configuration 
  • Add / remove fields as appropriate and fit
  • Rename fields to match industry and regional jargon 

Exports Ready

  • Add claimable licenses (like MEIS, EPCG, etc.) you intend to use with every exports consignment
  • Define multiple hops, including international ports, countries, etc
  • Automatically get all exports related documents

Pre Sales

  • Create Sales Quotation
  • Clone Quotation from existing Sales Quotation
  • Print Quotation in custom letter format or Estimate format 

Sales Returns

  • Record returned products from any consignment
  • Automatic order, inventory and accounting adjustment for returned items

Price Management

  • Maintain Price List, with historical prices and ability to select from historical prices

Order Recording

  • Create Sales Order in different ways
    • Convert Sales Quotation with a mouse click.
    • Author new Sales Order from scratch
  • Service Repeat Orders in different ways
    • Clone Sales Order from an existing sales order
    • Create multiple Sales Orders from a given Sales Quotation
  • Transporters
    • Assign one or more transporters to a Sales Order, along with negotiated freight rates and terms
  • Multi-premise ready
    • Multi-premise ready - pick premise to pick up from and to deliver to

Sales Documents

  • Multiple options to configure numbering scheme for all recorded documents - Configurable series for Sales Quotation number, Sales Order number and Sales Consignment, apply reporting period optionally, automatically to series, and much more
  • Create, share and print variety of documents with minimal efforts: Sales Quotation, Sales Order, Delivery Memo, Packing List, Invoice, Credit Note, Debit Note and more
  • Exports related documents, like SDF, invoices in different currencies, exports packing list, etc.
  • Record QA Sampling results for material in consignment, print in various formats