Sales
From quote to cash, streamlined
The Sales module handles the full order-to-invoice lifecycle. Create quotes from opportunity data or from scratch, convert them to sales orders, track fulfillment, and generate invoices — all with workflow automation governing approvals and state transitions. Pricing rules, discount tiers, and tax calculations are built in so your team can move fast without sacrificing accuracy.
Desktop Application
See It in Action
Key Capabilities
Quotes & Pricing
Build accurate quotes with real-time pricing and approval routing.
- Multi-line quotes with product catalog integration
- Tiered pricing and volume discount rules
- Configurable approval chains by discount threshold
- Quote expiration and auto-follow-up reminders
- Clone and revise existing quotes
Sales Orders
Convert quotes to orders and manage the fulfillment cycle.
- One-click quote-to-order conversion
- Partial shipment and backorder tracking
- Order hold and release workflows
- Shipping integration hooks for carrier rate lookup
- Customer PO reference and approval tracking
Invoicing
Generate invoices tied to shipments and sync them to Finance.
- Auto-invoice on shipment confirmation
- Milestone and progress billing for projects
- Credit memo and return processing
- Multi-currency support with exchange rate tables
- Aging reports and payment reminders
Pipeline Analytics
See your sales funnel end-to-end with real-time dashboards.
- Pipeline value by stage, rep, and region
- Conversion rate tracking at each stage
- Average deal cycle time
- Quota attainment and forecast vs. actual
- Drill-down from dashboard to individual records
How It Works
Quote
Build a quote from the product catalog. Discounts above threshold route for approval automatically.
Order
Accepted quotes convert to sales orders. Inventory is allocated and fulfillment is triggered.
Fulfill
Warehouse picks, packs, and ships. Partial shipments and backorders are tracked automatically.
Invoice
Invoices generate on shipment. Payment terms and dunning schedules follow your finance policies.
Connected Modules
Sales doesn’t work in isolation — it shares data and events with these modules in real time.
CRM
Quotes originate from CRM opportunities; closed-won data flows back for pipeline accuracy.
Warehouse
Sales orders trigger pick lists and inventory allocation in the warehouse module.
Finance
Invoices sync to accounts receivable with full line-item detail.
Manufacturing
Make-to-order items trigger work orders when a sales order is confirmed.
Interested in Sales?
Sales is part of the Yggdrasil ERP platform. Explore the full platform or get in touch to discuss your needs.