Sales Management

Selling covers sales operations like Quotations (Offers), Sales Orders and Delivery tracking. Increase productivity and lower costs by managing your sales and purchase cycles, from purchase to sales orders Track inventory levels, replenish stock, and manage sales orders, customers, suppliers, shipments, deliverables, and order fulfillment. Real-Time View of Your Sales & Purchases ERP ZEROFORCE brings all critical sales and purchase data to one place. Dashboards provide an at-a-glance view of key performance indicators relevant to business processes. With configurable accounting dimensions and customizable dashboards, it’s finally possible to analyze every component of your business in one place.

Selling covers sales operations like quotations, orders and delivery tracking


A quotation is an estimated cost of the products/services you’re selling to your future/present customer.

Sales Order

A Sales Order is a confirmation of an order from your customer.

Sales Analytics

You can view your company’s sales performance, analyze sales data in different views to see the sales performance.

Selling Settings

Selling Settings is where you can define properties and validations which will be applied to the masters and transactions involved in the sales cycle.

Product Bundle

A Product Bundle is a master where you can list existing items that are bundled together and sold as a set (or bundle).

Delivery Rule

Using Delivery Rule you can define the cost for delivering the product to the customer the supplier.

Item Price

Item Price is the record in which you can log the selling and buying rate of an item.

Selling in Different UOM

You can have multiple sell price UOMs for any inventory item.


A customer, who is someone who receives services or products from a seller for monetary consideration. Adding Margin: User Can apply the margin on Quotation Item and Sales Order Item. The system will apply the margin on quotation item and sales order item if the pricing rule is enabled.


Sales Analytics, Sales Order Analysis, Sales Funnel, Sales Order Trends, Quotation Trends, Customer Acquisition and Loyalty, Inactive Customers, Sales Person-wise Transaction Summary, Item-wise Sales History, Lead Details, Customer Addresses, and Contacts, Available Stock for Packing Items, Pending SO Items For Purchase Request, Delivery Note Trends, Sales Invoice Trends, Customer Credit Balance, Customers Without Any Sales Transactions

Item Variants
Businesses have to manage thousands of product permutations in different colors, finishes, shapes, and sizes. In ERP ZEROFORCE, the primary item is stored as an item template, and each of the variations is stored as an item variant.

Track Serial Numbers
ERP ZEROFORCE’s Serialized Inventory feature comes in handy for maintaining a real-time view of product availability and stock across locations. You can even use a serial number to track the whole lifecycle of an item — from its procurement or manufacture to sale and delivery. Scan barcodes with your device camera for blazing fast search and quicker results.

Manage Lots
Batched items can be easily managed with ERP ZEROFORCE’s integrated inventory — maintain manufacturing dates and expiration dates, analyze item expirations, and so on. You can also set up automatic batch naming so that all your team has to worry about is procurements and sales, not maintaining batch IDs.

Multi-Channel Sales
Be it Shopify, WooCommerce or Amazon MWS, it’s easily to integrate ERP ZEROFORCE’s items, customers, and sales orders with third-party sales apps, provided the platform enables the integration through API.

Elegant Print Formats
Be it Shopify, WooCommerce or Amazon MWS, it’s easily to integrate ERP ZEROFORCE’s items, customers, and sales orders with third-party sales apps, provided the platform enables the integration through API.

Powerful Marketing Tools
Our CRM tool makes your lead closure soar. Use email campaigns for targeted marketing, send bulk emails to your customers with beautiful newsletters, and reap the benefits of your campaigns with granular analysis of lead sources.

Journals & Payments
Maintain a clean and crisp ledger to avoid mismatches when closing accounts. Track income and expenses (deferred or accrued), set up notifications for period closing, and control cash flow. Advance payments can be recorded and reconciled in one go.

Accounts Receivable
Track the balance that customers owe you towards the sales invoices you have already sent to them. You can import your existing accounts receivables details using the Opening Invoice Creation tool.

Customer Access
If you work with clients, you’ll love ERP ZEROFORCE. Get everything on the record with your clients and your team. Using ERP ZEROFORCE, clients can not only view project status but also raise support issues, scan invoices billed, and so on. You can also use it for announcements as well! Give your customers a full-fledged, flawless experience while they await the delivery of your services.

Unified, Tracked Emails
Avoid stranding important emails by syncing your email accounts in ERP ZEROFORCE. With a unified trail of all correspondence and auto-replies for incoming emails, you can count on smooth communication with all stakeholders (be it the internal project team members or external clients).
Documents Storage
Projects documentation can be complex, so it’s important that everyone can access the files they need. ERP ZEROFORCE makes accessibility easy, with built-in uploading and sharing for multimedia files (such as images, videos, documents). You can choose to upload files directly or use a web link.

Stock Replenishment

To prevent stockouts, track an item’s reorder level. When the stock level goes below the reorder level, ERP ZEROFORCE will automatically create a material request. This helps you replenish inventory at exactly the right time and reduce chances of stock exhaustion.

Promotional Schemes
Introduced for large-scale retailers and distributors, managing discounts or margins based on rate or amount was never easier. With promotional schemes, you can manage item discounts for different parties or conditions. Promotional schemes will automatically change the applicable pricing rules.
Vendor Management
ERP ZEROFORCE includes options to warn about RFQs & POs or prevent RFQs & POs. Your supplier’s currency can be different from your company currency, and our software will handle all exchange rates and conversions.
Supplier Portal
Use the supplier portal to help suppliers manage themselves. The suppliers can submit requests for quotations and automatic supplier quotations, or access ongoing purchase orders and receipts. Suppliers can also raise purchase invoices for fulfilled orders. You can then verify these invoices for final approval.
Accounts Payable
See how much you owe your suppliers and track due dates or payment aging on the Accounts Payable report. Once you pay an invoice, just post a payment entry. You can even import all your existing invoices using the Opening Invoice Creation Tool.
Automated Invoicing
Don’t waste time sending renewal invoices every month. Use the Subscriptions feature to get invoices auto-generated for subscription orders.

Features & Module

Point Of Sale System
Financial Accounting
Inventory Management
Human Resource Management
Project Management
Assets Management
Sales Management
Purchase Management
Customer Relationship Management
Maintenance Management
Manufacturing Management
Document Storage
Tools & Calendar
Integrated Emails