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C-KON supports more complete sales cycle management by integrating Inventory Management functions, such as Products, Price Books, Vendors, Sales Quotes, Purchase Orders, Sales Orders, and Invoices with CRM modules, such as Leads, Accounts & Contacts, and Opportunities. Using C-KON you can achieve the seamless integration between pre-sales and post-sales activities in a single application.
Key Modules
• Product Management
• Sales Quotes
• Sales & Purchase Orders
• Invoice
a) Product Management:C-KON provides a Product Management module to capture and use product information, including pricing, so that your sales team and other staff can apply this information in their sales, marketing, support and other customer related activities. C-KON Product Management module provides the following features.
• Manage organization-wide product information
• Upload product images for easy identification
• Export product details to spreadsheet software, such as Microsoft® Excel®
• Create customized product fields as per your organization's requirements
• Procure products from the selected vendors list
• Create Price Books as per customer segment and associate products with Price Books
b) Sales Quotes: C-CRM provides functionality to enable sales teams to easily generate sales quotes for customers. The C-CRM Sales Quote module provides the following features.
• Track outstanding quotes from the quotes list view
• Add line items to the quotes and update subtotal, taxes and grand total amounts
• Create Sales Order or Invoice with a single click from the Sales Quote
• Display quotes related to accounts under the related list
• Customize Sales Quote fields as per your organization's requirements
• Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect
c) Sales & Purchase Orders: Once a sale is made, Order Management kicks in, which is a set of functions to ensure the order is properly serviced and fulfilled for the customer. C-KON provides a number of features in support of Order Management.
• Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements
• Track outstanding orders from the orders list view
• Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse
• Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders
• Add line items to the Orders and update subtotal, taxes, adjustments, and grand total amounts automatically
• Once the Sales Order is accepted, create Invoice from Sales Order with a single click
• Periodically notify the stock position to the parties concerned in your organization so that stock is always available to fulfill the outstanding orders
d) Invoices: C-KON also provides a set of functions to support generation of Invoices. Invoices for customer billing are a critical step once a customer order has been fulfilled.
• Track outstanding invoices from the Invoices list view
• Add line items to the Invoice and update subtotal, taxes, adjustments, and grand total amounts automatically
• Customize Invoice fields as per your organization requirements
• Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the customer while creating invoices
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