Sales Module Flow

In the Fast ERP system, the Pre-Sales module plays a crucial role in managing the initial stages of the sales cycle.

The Quotation Document is the initial step in the pre-sales process.
After creating the quotation, the next step is to submit it to the customer for review.
This stage involves monitoring the customer's acknowledgment or receipt of the quotation.
Follow-ups may include communication via email, phone calls, or other channels to address any questions.
Once the customer decides to move forward with the purchase, the sales team generates an order confirmation.