Sales Management Software from Enquiry to E-Invoice
Capture enquiries, send quotations, confirm orders against live stock, dispatch with delivery challans and raise GST invoices — one connected sales pipeline instead of scattered spreadsheets.
What it looks like without a system
Leads and enquiries slip through the cracks
Enquiries tracked in notebooks and WhatsApp chats never get followed up consistently, and nobody knows which quotations are still open.
Orders confirmed without checking stock
Sales commits delivery dates without visibility into inventory or production capacity, leading to delays and unhappy customers.
Manual invoicing and compliance overhead
Re-typing order details into invoices invites errors, and preparing GST-compliant e-invoices by hand consumes hours every week.
FlexgrewERP connects every sales document in a single flow. An enquiry becomes a quotation in one click, a quotation becomes a confirmed sales order, and the order carries through allocation, delivery challan and invoice — each document auto-populated from the previous one, numbered automatically and visible to the whole team.
Capabilities
What Sales Management includes
Enquiry management
Log every customer enquiry with items, quantities and expected dates, then convert it to a quotation without re-entry.
Quotations that convert to orders
Prepare professional quotations and convert accepted ones directly into sales orders, keeping the full document trail.
Sales orders with live stock check
Confirm orders after checking availability against current stock, and view the materials required for every order item.
Stock allocation & deallocation
Reserve stock against confirmed orders so committed material is never sold twice, and release it when plans change.
Delivery challans & dispatch tracking
Create delivery challans, record gate-out, mark deliveries complete and monitor a dispatch summary across all orders.
GST invoices & e-invoicing
Generate invoices directly from challans with CGST/SGST handling, produce e-invoices and record customer payments.
Sales returns with QC
Register sales returns item by item and route returned goods through quality inspection before they re-enter stock.
Automatic document numbering
Every enquiry, quotation, order, challan and invoice gets a configurable serial number — no duplicate or missing documents.
How it works
The sales management workflow
- 1
Enquiry
Capture customer requirement
- 2
Quotation
Price and send in one click
- 3
Sales Order
Confirm with stock check
- 4
Allocation
Reserve stock to the order
- 5
Delivery Challan
Dispatch and gate-out
- 6
Invoice
GST invoice + e-invoice
- 7
Payment
Record and track receipts
Business outcomes
What changes for your business
Faster quote-to-cash
Move from enquiry to invoice in a fraction of the time by removing repeated data entry.
Reliable commitments
Promise delivery dates backed by real stock and production visibility.
Clean compliance
GST-ready invoices and e-invoice generation reduce filing effort and errors.
Complete visibility
Management sees open enquiries, pending orders and outstanding receivables at any moment.
FAQ
Sales Management questions, answered
Can I convert an enquiry into a quotation and then into a sales order?
Yes. FlexgrewERP converts documents forward at each stage — enquiry to quotation, quotation to sales order, order to delivery challan and challan to invoice — with all line items carried over automatically.
Does FlexgrewERP support GST invoices and e-invoicing?
Yes. Invoices are generated with GST tax handling (CGST/SGST), and e-invoices can be generated for eligible invoices directly from the system. Payments received can be recorded against each invoice.
How does stock allocation work for sales orders?
When an order is confirmed you can check stock availability and allocate quantities to the order. Allocated stock is reserved so other orders cannot consume it, and it can be deallocated if the order changes.
How are sales returns handled?
Sales returns are recorded against the original documents and sent to the quality control module for inspection, so only approved material returns to usable stock.
Works together with
Related modules
Inventory Management
Track raw material and finished stock live, with ledger, valuation, aging, transfers and reorder alerts.
Learn moreProduction Management
Plan work orders, reserve materials, run batch cards and track process entries end to end.
Learn moreReports & Analytics
25+ ready reports across sales, purchase, stock, production and QC — all exportable to Excel/PDF.
Learn moreSee Sales Management in action
Book a personalised demo and we'll walk through this module using workflows that match your business.