Veziv ERP module · VNZ
FROMVeziv IT Services, Bucharest
TOYour company

Sales and commercial documents

The sales agent sends the order on WhatsApp, someone retypes it into the system, and by evening the warehouse finds out half the goods are missing. Meanwhile, the customer with three overdue invoices gets one more delivery. The Sales module keeps the order, the price, the stock, the documents and the customer's payments in one place.

How it works

What goes into the module, what happens there and where the data goes next.

What comes in

  • The quote the customer acceptedQuotes
  • The customer's prices, discounts and payment termsCRM
  • Available stock in each warehouseStock
  • Orders from the online storeOnline store
  • The customer's unpaid invoicesPayments
Sales and commercial documentsVNZ

What the module does

  1. 01Takes the order through its steps: confirmation, advance payment, picking, delivery note, invoice, delivery
  2. 02Checks the credit limit and stops the order when it is exceeded
  3. 03Splits the order by available stock and keeps the rest as a backorder
  4. 04Issues the pro forma, the delivery note and the invoice from the same order
  5. 05Totals sales and profit for each sales agent

What goes out, and where

  • The order confirmation linkCustomer
  • Goods to pick and deliverLogistics
  • Purchase orders for what is missingStock
  • Issued invoicesFinance
  • Sales and profit by agentReports

What you can do with it

Included functionsVNZ · 10
  • Orders in stepsEvery order shows where it stands: sent, confirmed, advance received, being picked, delivery note issued, invoiced, delivered. It also keeps a log of who did what.
  • Confirmation by linkThe customer gets a link where they confirm, change or cancel the order. Picking starts when they click, not when they get round to answering an e-mail.
  • A credit limit that stops the orderYou set a credit limit for each customer, in lei or in a foreign currency. When it is exceeded, new orders are blocked, and after the third time the block becomes permanent.
  • Overrides that expire on their ownIf you still want to let an order through, you grant a temporary override. It closes by itself on the date you set.
  • Orders split by stockWhat is on the shelf ships now, the rest becomes a backorder. Purchase orders for the missing items are drafted automatically.
  • Pro forma, advance and instalmentsYou issue the advance pro forma, record the payment and invoice the rest in instalments, as the contract says.
  • Delivery note and shippingThe delivery note is created from the order, with the products' serial numbers, and goes to the customer by e-mail.
  • Prices, discounts and promotionsDedicated price lists per customer, a minimum price for each product, promotions with an end date and an alert when a price falls outside the list.
  • Agents, visits and targetsCustomers are assigned to sales agents, visits are scheduled with reminders, and each agent sees their sales, the month's target and the profit they brought in.
  • Documents from templatesThe contract, the handover report and the order form are generated from your company's templates, with the customer's details already filled in.

A day with the module

An example from a company that uses it.

  1. 08:00 · Overnight orders

    A plumbing supplies distributor in Sibiu has 14 orders on screen: 9 from sales agents and 5 from the online store. All of them are already in the same flow.

  2. 09:15 · A customer over the limit

    An installer owes 18,000 lei against a 15,000 lei limit. Today's order is blocked, and the sales director grants a temporary override valid until Friday.

  3. 10:30 · 40 taps short

    An order from a shop in Mediaș splits itself: what is in stock ships today, the 40 taps stay as a backorder, and the draft purchase order to the supplier is ready.

  4. 13:00 · The customer confirms by link

    The quote for 120 radiators went out in the morning. At lunchtime the customer clicks “Confirm” in the link and the order moves to picking.

  5. 17:00 · Who sold what

    In the evening you see the day's sales for each agent, with profit, and how far each one is from the month's target.

See the module in an app

Demo apps where this module works on test data. Open them directly, no account needed.

Frequently asked questions

Can sales agents take orders on their phones?

Yes. The agent screens work on a phone: the agent sees their customers and visit schedule and enters the order right there at the customer's premises.

What happens to orders from the online store?

They are pulled in automatically from the store, for example from Gomag or WooCommerce, and enter the same flow as an order taken by an agent.

Do the invoices reach accounting?

Yes. The invoice is issued through the platform you already use (FGO, SmartBill) or comes back confirmed from your accounting software, and the data moves on to the Finance module.

New request · returnVZV-NOU · 1/1
FROMYour company
TOVeziv IT Services

Tell us which process you want to put in order.

In a demo we show you the modules on an example close to your company and talk about what would need adapting.