Customer Relationship Management (CRM)
Leads, sales opportunities, pipeline, campaigns and support requests.
Products
Commercial Management
CRM, sales and shipments, along with purchase request, supplier and purchasing processes. This area includes 6 modules with 80 features in total.
Commercial Management modules
Sales processes
Sales Management
Price lists, discounts, sales contracts and orders, outgoing e-invoices and e-archive invoices, sales targets.
Shipment Management
Shipment planning and orders, outgoing e-waybills, sales delivery notes, transportation and shipment returns.
Purchasing processes
Purchase Request Management
Purchase request list, approvals, evaluation and fulfillment.
Supplier Relationship Management
Potential suppliers, requests for quotation, quotation evaluation, performance and risk.
Purchasing Management
Purchase contracts and orders, incoming e-waybills and e-invoices, purchase delivery notes and invoices.
Commercial Management modules at a glance
The Commercial Management area of Factorbooks Autonomous ERP includes 6 modules with 80 features in total. Because the modules run on the same platform, records in this area share data with the finance, accounting and reporting modules.
- Customer Relationship Management (CRM)
- Leads, sales opportunities, pipeline, campaigns and support requests. (16 features)
- Sales Management
- Price lists, discounts, sales contracts and orders, outgoing e-invoices and e-archive invoices, sales targets. (23 features)
- Shipment Management
- Shipment planning and orders, outgoing e-waybills, sales delivery notes, transportation and shipment returns. (9 features)
- Purchase Request Management
- Purchase request list, approvals, evaluation and fulfillment. (6 features)
- Supplier Relationship Management
- Potential suppliers, requests for quotation, quotation evaluation, performance and risk. (10 features)
- Purchasing Management
- Purchase contracts and orders, incoming e-waybills and e-invoices, purchase delivery notes and invoices. (16 features)
See which package includes each module, and which features can be added as add-ons, on the module pages and in the package comparison.
Process chains in this area
Modules do not work alone; they run as connected process steps.
Sales to collection
From sales opportunity to quotation, order, shipment and e-Invoice, and from there to collection and the accounting entry, every step runs on the same platform.
- Opportunity and quotationCustomer Relationship Management (CRM)
- Sales Opportunities
- Sales Quotations
- Contract and orderSales Management
- Sales Contracts
- Sales Orders
- Shipment and e-waybillShipment Management
- Shipments
- Outgoing e-Waybills
- Sales Delivery Notes
- Invoice and e-invoiceSales Management
- Sales Invoices
- Outgoing e-Invoices
- Outgoing e-Archive Invoices
- CollectionAdvanced Finance Management
- Current Account Management
- POS Collection Entry
- Customer Cheques & Notes
- AccountingGeneral Accounting Management
- Journal Voucher Management
Purchase request to payment
From a department's purchase request to supplier quotation, from purchase order to goods receipt, and from incoming e-Invoice to payment and accounting.
- Request and approvalPurchase Request Management
- Purchase Request List
- Purchase Request Approvals
- Quotation evaluationSupplier Relationship Management
- Requests for Quotation
- Supplier Quotations
- Quotation Evaluation
- Contract and orderPurchasing Management
- Purchase Contracts
- Purchase Orders
- Goods receipt and e-waybillMaterials & Warehouse / Inventory Management
- Incoming e-Waybills
- Goods Receipt
- Stock Movements
- Invoice and e-invoicePurchasing Management
- Incoming e-Invoices
- Purchase Invoices
- PaymentAdvanced Finance Management
- Current Account Management
- Company Cheques & Notes
See Factorbooks with your own processes
In a live demo we walk through your priority processes together and clarify the package and module scope that fits your needs.