Sales Module

Responsible	Masyita Adlin Putri
Last Update	01/19/2025
Completion Time	6 hours 2 minutes
Members	5

Course
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Dashboard
- Sales Module - Quotation Monitoring Dashboard
  
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Quotation
- Sales Module - Quotation & Sales Order Standart Transaction Data
  
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- Sales Module - Quotation Template
- Sales Module - Alternative Product
  
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- Sales Module - Quotation Revision Managent
  
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- Sales Module - Sales Order Term and Condition
  
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- Sales Module - Quotation Global Discount & Discount per Line in Fixed Amount / Percentage
  
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- Sales Module - Schedule Multiple Delivery Date and Address
  
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- Sales Module - Quotation Margin Calculation
  
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- Sales Module - Quotation Delivery Method
  
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- Sales Module - Analytic Account Cost Center Selection for each Quotation Lines
  
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- Sales Module - Quotation Signature by Approver
  
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- Sales Module - Quotation Printout
  
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- Sales Module - Send Quotation & Sales Order by Email from System
  
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- Sales Module - Whatssapp to Customer for Quotation
  
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- Sales Module - Track Delivery Quantity and Invoice Quantity in Sales Order Lines
  
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- Sales Module - Delivery Order Status in Sales Order
- Sales Module - Email and Whatsapp Notification for Sales Order
  
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- Sales Module - Invoice creation based on Sales Order Manually & Automatically
  
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- Sales Module - Multiple Invoice per Sales Order
  
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Customer Portal
- Sales Module - Online Quotation & Sales Order Viewing
  
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- Sales Module - Online Communication & Signature
  
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- Sales Module - Customizable Web Interface for Customers
  
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- Sales Module - E Catalogue for Products & Services with Variants Management
  
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- Sales Module - Online Ordering via Ecommerce
  
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Pricelist
- Sales Module - Multiple Pricelist
  
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- Sales Module - Multiple Currency Management in Quotation
  
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- Sales Module - Minimum Sale Price
  
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- Sales Module - Pricelist per formula
  
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- Sales Module - Pricelist per fixed amount fixed discount
  
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- Sales Module - Pricelist History
  
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- Sales Module - Import Pricelist function
Promotion & Loyalty Point
- Sales Module - Quotation Promotion Manajemen
  
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- Sales Module - Customers Loyalty Point Management
  
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- Sales Module - Points weightage per Product / Category per Period
  
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- Sales Module - Customer Loyalty Point History
  
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- Sales Module - Discounts from Loyalty Point
  
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- Sales Module - Points Cancellation if SO Cancelled / Returned
  
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Credit Limit
Blanket Order
Sales Team
- Sales Module - Multi Level Sales Team
  
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- Sales Module - Team Leader & Team Members Management
  
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Target & Comission
- Sales Module - Commission per Salesperson & Team Leader
  
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- Sales Module - Target, Commission, and Deduction
  
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- Sales Module - Commission per SO and Payment
  
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- Sales Module - Commission per Product & Category
  
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- Sales Module - Deduction for commission
  
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- Sales Module -Target & Actual Tracking Based on Sales Order
  
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- Sales Module - Target & Actual Tracking Based on Paid Invoice
  
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- Sales Module - Target & Actual tracking updated if Cancelled and Refund
  
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- Sales Module - Pivot Report of Target vs Actual
  
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- Sales Module - Commission PDF & XLS Report
  
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Sales Forecasting
- Sales Module - Sales Forecasting
  
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Reporting
- Sales Module - Sales Pivot Analysis
  
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- Sales Module - Sales Margin Analysis
  
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- Sales Module - Sales Invoice Summary
  
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- Sales Module - Product Sales Indent Report
  
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- Sales Module - Product Analysis
  
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- Sales Module - Customer Analysis
  
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Customer Master Data
- Sales Module - PIC Contact in Customer Master Data
  
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- Sales Module - Company & Contact Person Management
  
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- Sales Module - Customer Contacts & Addresses Management
  
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- Sales Module - Customer Grouping
  
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- Sales Module - Customer E Faktur Credentials
  
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- Sales Module - Fiscal Position to manage taxes per customer
  
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- Sales Module - Pricelist per Contact Person Company
  
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- Sales Module - Sales Person Tagging and Limitation for Customer
  
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- Sales Module - Partner Separator
Product Master Data
- Sales Module - Product Bundling Management
  
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- Sales Module - Suggest upgrade additional product for Upselling
  
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Configuration
- Sales Module - Quotation Approval Matrix by Amount, Margin, Discount & Branch Based
  
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- Sales Module - Sales Blanket Order Approval Matrix by Amount & Branch Based
  
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- Sales Module - Quotation Expiry with Notification
  
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- Sales Module - Degree of Trust of Customer
  
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- Sales Module - Quotation Payment Terms Management
  
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Business Case