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Sales Management Overview

Sales Management pipeline and revenue conversion workflow
Jazalla Sales Lifecycle & Order Pipeline Overview

The Sales Management module in Jazalla is designed to help companies efficiently manage their sales processes. It offers a suite of tools to manage client relationships, product listings, bids, proposals, orders, invoices, and inventory.

Module Overview

  • Client Management: Build buyer directories, track purchasing histories, manage Corporate Clients, and process pending invitations.
  • Product Catalogue: List products with specifications, prices, UNSPSC classifications, and manage stock visibility in the online store.
  • Bid Management: Respond to buyer bid invitations, submit competitive unit pricing, and track bid statuses through order/invoice creation.
  • Proposal Management: Submit RFI/SOI responses, deliver RFQ quotes, and launch proactive promotional proposals.
  • Order Management: Receive, review, accept/reject incoming Purchase Orders, and issue draft invoices.
  • Delivery Order: Issue delivery notes, confirm warehouse dispatches, track DAP/EXW shipments, and capture digital proof of delivery.
  • Invoice Management: Issue electronic invoices against confirmed orders, monitor approval statuses, and accelerate payment cycles.
  • Inventory Management: Track outgoing product inventory, adjust stock levels via interactive modals (+ icon), and organize products by UNSPSC codes.
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