Documentation · Sales

Sales management software for the complete customer cycle

Manage customers, quotations, delivery notes, invoices, returns and credit notes through a connected ERP sales workflow in SUIGEST360.

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Available

Customers

Manage customer records, contact information, tax details, sales history and indicators.

  • Create and edit
  • Excel import / export
  • Customer profile
  • Sales history
  • Financial indicators
  • Customer PDF
Read the guide
Available

Quotations

Prepare and track commercial quotations for customers.

  • Creation
  • Editing
  • Products
  • Calculations
  • PDF
  • Tracking
Read the guide
Available

Delivery Notes

Manage customer deliveries and related operations.

  • Creation
  • Payments
  • Invoicing
  • Returns
  • PDF
  • History
Read the guide
Available

Invoices

View and manage invoices generated from delivery notes.

  • Creation from delivery note
  • Payments
  • Statuses
  • PDF
  • Excel export
  • History
Read the guide
Available

Customer Returns

Record goods returned by customers.

  • Creation from delivery note
  • Returned products
  • Inventory
  • Amounts
  • PDF
  • Customer credit note
Read the guide
Available

Customer Credit Notes

Manage credit notes generated from customer returns.

  • Creation
  • Related return
  • Amounts
  • Payments
  • PDF
  • History
Read the guide