Overview

The Selling Module in DIGITZ ERP provides a complete and streamlined workflow to manage the entire sales lifecycle of an organisation. It ensures that every stage of the sales process—from initial enquiry to final delivery—is connected, traceable, and efficient.

This module helps organisations maintain structured sales operations, enhances transparency between departments, and provides quick access to all linked documents within the sales cycle. By following the standardised flow, users can easily track pending actions, create subsequent documents with a single click, and maintain a clear audit trail of the entire sales transaction.

The module is tightly integrated with other areas of DIGITZ ERP, such as CRM, Stock, Accounting, and Project operations, ensuring seamless movement of data across the system. This eliminates duplicate data entry and reduces operational delays.

The Selling Module typically follows a document-driven workflow designed to optimise sales performance and provide complete visibility into every stage of the process.

Documents Covered in the Selling Flow:

• Enquiry
• Quotation
• Proforma Invoice
• Sales Order
• Delivery Note
• Sales Invoice
• Progressive Invoice
• Sales Return
• Credit Note