Sales Management carries the whole process, from the moment you send a quote to the moment you invoice and deliver. Sales, stock, finance, e-invoicing and CRM all use the same data. You can keep running Mikro or Logo. EQLEM either syncs with that system or covers the work it does not do.
A visit in the field, a despatch from the warehouse and an invoice raised in the office all attach to one order. You no longer keep the quote in one program, the dispatch note somewhere else and the payment in a spreadsheet.
Who is it for?
Sales reps send quotes, enter orders and run their daily visit plan from mobile. Sales managers follow visits on a map and a daily board. Warehouse and despatch teams prepare shipments, load vehicles and record deliveries. Finance closes payment after the invoice through Finance. Managers track channel and rep performance with more than a dozen sales reports. If CRM is open, the sales team brings the quote stage closer to the sales document.
Everything is available on web. Orders, dispatch notes, invoices, quotes and visits also work on mobile. Some despatch fields are limited on mobile.
How it works
Sales orders, dispatch notes and invoices are entered through the same document entry screen. Header and lines follow the same layout on every document. The quote is the first step in that chain.
Shipment preparation, vehicle loading and delivery close the logistics side. Those steps matter most to teams that deliver. Visit and route tracking ties the field day plan, the location-verified visit and the documents raised during it to one record (below).
Document lines rest on the stock quantity and on the price list in Master Definitions. If your e-document license is open, you connect the invoice straight to the compliance flow. The list experience makes queues and filters behave the same on every screen. Notifications alert the team on critical order and delivery events.
Permissions decide who quotes, who invoices and who approves a shipment.
The typical flow is quote, order, dispatch note, invoice and payment. Shipment and visit steps come in as needed. In multi-branch setups, company and branch scope attach the document to the right location. If you run an existing ERP, system sync aligns the order and invoice flow.
All reports are on web. Report coverage on mobile is limited.
Send documents over WhatsApp
You turn orders, price quotes, despatch notes, invoices and collection receipts into PDFs with your print template and send them over WhatsApp with an approved Meta template. Document number, date and amount are filled in automatically, and a preview shows the recipient and text before sending. Document sending is on web.
Visit and route tracking
Define a route once and the daily visit plan comes out of it. The rep sees the day on a list and a map in mobile, starts the visit with location and closes it with a result code, and raises an order, dispatch note, invoice and collection from the same visit. The document is linked to the visit. The manager follows the team's day on the web visit map and daily board. Location is captured only when a visit starts and ends; there is no continuous tracking. Visit actions need an internet connection on mobile, and the feature is enabled as a visit/route company feature. Details: Visit and route management.
Sales campaigns
Define a campaign once and the discount is applied server-side on orders, dispatch notes, invoices and POS sales. You can set up percentage discounts, buy X pay Y, gift items and free-goods rules such as "buy 10, get 1 free", with different rates per product group. A budget and usage limit, a simulator and an optional approval flow come with it. Campaigns are enabled as a company feature. Details: Sales campaigns.
Benefits
Quote, order, dispatch note and invoice are tracked on one line.
Shipment and visit records show the office what is happening in the field.
Because a visit starts with location and closes with a result code, "was the visit made, did it turn into a sale?" is answered in a report.
Reports give clear numbers by channel, product and rep.
An invoice is not raised before stock moves, so the gap between stock and e-invoicing narrows.
With modular licensing you can open sales on its own first, then add the mobile channel when the team is ready.
Delivery teams attach shipment preparation and vehicle loading to the order line. "Was it loaded, was it delivered?" is answered from the same record.
Related modules
- Inventory Management — quantity on order and invoice lines
- Finance Management — payment after the invoice
- E-Document Management — the compliance side of the invoice
- CRM — customer and opportunity tracking
Related features
Sales campaigns, visit and route management, document entry, list experience, reporting, notifications, modular licensing, permissions.
Short FAQ
Can sales documents be raised on mobile? Yes. Orders, dispatch notes, invoices and quotes all work on mobile. Some despatch fields are limited there.
What is the visit route? It is the set of definitions and actions for planning field sales. The daily visit plan is generated from the route definition; the rep runs the visit on mobile and the manager follows it on web.
Does visit tracking follow location continuously? No. Location is captured only when a visit is started and ended. For KVKK we provide a privacy notice with acknowledgement record, a retention period setting and EXIF removal on photos; legal assessment and compliance remain your company's responsibility.
Do visits work offline on mobile? No. Visit actions need an internet connection.
Can a branch abroad see sales documents in its own format? Yes. A branch is assigned a date, time, number and currency format; users in that branch see, for example, 12/31/2026 and $1,234.56 on orders, dispatch notes and invoices, and enter quantities and unit prices the same way. e-Documents (UBL) are still produced in the standard format. Details: branch-specific display format.
Next step
Pilot the order, dispatch note and invoice chain first. Leave shipment and visits to a second stage. Begin with Try Free, or continue from the Modules catalog.