Sales and CRM guides
The sales cycle runs from lead to quotation, order, delivery, invoice, payment and ledger. These guides take each step in turn and show what it should record so the next step does not start from scratch.
5 pieces on sales & crm
- Guide · Sales & CRM
Managing sales orders, partial deliveries and billing
How to keep track of what each customer ordered, what has been delivered and what is still to bill, when orders are delivered in parts.
6 min read - Guide · Sales & CRM
Lead management for small businesses: a simple system that works
How a small business can track enquiries without a heavy CRM: what to record for each lead, how to run follow-ups, and when to close a lead.
6 min read - Article · Sales & CRM
Sales operations: always knowing what is pending
The three pending lists every sales team needs (to deliver, to bill and to collect) and how to keep them accurate without manual registers.
4 min read - Article · Sales & CRM
Quotation vs sales order: what each document does
A quotation is an offer; a sales order records what the customer has agreed to buy. How the two differ, what each should contain and how one leads to the other.
5 min read - Article · Sales & CRM
Delivery challans: when to use one and how it links to the invoice
What a delivery challan is, when goods generally move on one under GST, what it should contain, and how challans connect to invoices and stock.
6 min read
See it in AYBN ERP
The product pages for this topic, with what is live today and what is upcoming.
Lead management
Every enquiry with items, prices, follow-ups and an expected purchase date.
Quotations
Priced quotations with tax and discounts, printed with your branding.
Sales orders
Orders delivered in parts, with pending quantities and challans.
Sales invoicing
GST invoices from one or more challans.
See this workflow in AYBN ERP
Book a guided demo with your own examples.