01
Customer and contacts
Maintain business details, GST identity, billing addresses and decision makers in one record.
Every transaction starts with reliable customer data.
Quoted this month₹12.8L
QT/PUN/0261Sent today₹1,48,000
Connected sales operations
Move From Customer Interest to Confirmed Sale.
Create quotations, confirm orders, apply pricing and tax, and convert approved business into an invoice without re-entering customer details.
NextGenERP SalesPune branch · FY 2026–27
Quotation registerToday’s overview
Quoted this month₹12.8L
Accepted18
Conversion41%
Needs attentionUpdated now
QT/PUN/0261Sent today₹1,48,000
QT/PUN/0258Accepted₹86,500
QT/MUM/0142Needs follow-up₹2,10,000
The everyday problem
A Confirmed Order Shouldn’t Start Another Round of Data Entry.
NextGenERP carries the commercial record from customer and quotation through order, invoice and collection.
01
Customer details are copied between files
02
Quotation versions are hard to track
03
Discount approval is informal
04
Sales and billing totals do not match
One connected workflow
See how the work moves.
Each step continues from the same business record, so context is not lost between teams.
01Customer
02Quotation
03Sales Order
04Invoice
05Payment
What you can do
Features tied to real work.
Clear workflows, useful context and a business outcome—not a wall of feature names.
02
Professional quotations
Select products or services, apply pricing, discounts and tax, then share a clear quotation.
Customers receive consistent commercial proposals.
Accepted18
QT/PUN/0258Accepted₹86,500
03
Sales orders
Convert an accepted quotation into an order with its commercial snapshot preserved.
Teams know exactly what was agreed.
Conversion41%
QT/MUM/0142Needs follow-up₹2,10,000
04
Pricing and tax
Apply item pricing, discounts and GST components using controlled calculations.
Totals stay consistent from quotation to invoice.
Quoted this month₹12.8L
QT/PUN/0261Sent today₹1,48,000
05
Sales assignment
Keep salesperson ownership attached to customers, quotations and orders.
Performance and accountability stay visible.
Accepted18
QT/PUN/0258Accepted₹86,500
06
Invoice conversion
Continue confirmed sales into billing using the same customer and line information.
Faster billing with fewer mistakes.
Conversion41%
QT/MUM/0142Needs follow-up₹2,10,000
Role-based use
The right view for each person.
For Business Owner
See sales value, conversion and pending orders.
For Sales Manager
Review quotations, discounts and team output.
For Sales Executive
Create customer proposals and follow them through.
Current plan availability
Choose the plan that fits your team.
Checking current plans…
Sales questions
Know what the module does before you start.
Direct answers about the workflow, current scope and how it connects.
Can I create quotations with GST?+
Yes. Quotations support products or services, discounts and GST calculations.
Can a quotation become a sales order?+
Yes. Accepted quotations convert idempotently while preserving their commercial snapshot.
Can I maintain multiple contacts for a customer?+
Yes. Customer records can include multiple contacts and addresses.
Can different salespeople own different customers?+
Yes. Assignment and access scope can reflect your sales structure.
Can a sales order become an invoice?+
The connected billing workflow is designed to continue confirmed sales into invoicing.
Does Sales connect with other NextGenERP modules?+
Yes. Sales works with CRM, Billing, Payments and Reports, so teams can continue the workflow without entering the same information again.
Start with Sales
Ready to put this workflow in one connected system?
Try CRM, sales, people, money and accounts together with your 30-day NextGenERP trial.