Key Features
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Multiple Revisions
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Different Pricelists
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Item Discounts
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Global Discounts
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Quotation Templates
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Split & Extract Quotation
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Merge Sales Order
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Sales Price History
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Sales Order History
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Sales Checklist
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Track Installment Payment
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Track Profit Margin
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Sell Pack/Bundle
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Set Payment Terms
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Hide/Show Cost Price
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Hide/Show Tax
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Quick Create Orders to RFQ
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Quick Create Orders to Invoice
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Upsell Products
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Product Variants
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Product Barcode / QR Code
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Mass Select / Import Products
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Advanced Search Products
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Show Product Image
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Send Email & WhatsApp
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Customer Preview
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Customer Signature
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And Many More…
Sales Dashboard
Gain a clear insight into how your sales data is getting sorted in real-time, which helps in close sales monitoring and can augment your operational management and improve your profit margins. Display company’s sales team’s performance against the set business goals and targets. It offers your company an instant visual representation of your sales.
Quotations
Display count of quotation
Sale Orders
Display count of sale orders
Customers
Display count of customers
To Be Invoiced
Display count to be invoiced
Total Amount Invoiced
Display count of total amount invoiced
Sales Team
Display top sales team with target
Sales Person
Display top salesperson
Country
Display top sales by country
Various Kinds of Charts
Top Customers (Bar Chart)
Last 5 months Sale (Bar Chart)
Top Sales Team (Doughnut Chart)
Top Sales Country (Doughnut Chart)
Top 10 Sale Orders (List View)
Top 10 Sold Products (Pie Chart)
And many more…
Sell More Efficiently
Modern User Interface
Fast and intuitive user interface designed for salespeople to sell anytime anywhere.
Reduce Data Entry
Send quotes in just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with CRM to manage your sales pipeline from qualification to closing.
Sell faster with electronic signatures
Allow customers to easily review and sign your online quotations from anywhere.
Communicate quickly and efficiently
Get custom alerts for relevant activities, communicate directly from quotations via email, and automatically keep complete records of your negotiations.
Quotation Builder
Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.
Maximize profits by upselling
Increase sales volume by automatically proposing extra options and accessories, applying closing triggers, discounts, and more.
Manage Orders & Communication
Sales Orders
Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
Manage Invoicing from Sales Orders
Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
Customer Portal
Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.
Products/Services & Prices
Product Types
Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.
Product Variants
Create and configure products with multiple attributes or variants such as size, color, finish, etc.
Multiple Unit of Measures
Sell product in multiple units of measure and let Moxogo manages the conversion.
Discounts
Apply discounts on any quotation line item and if the discount is visible or hidden.
Coupons
Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.
Pricelists
Easily add one or more pricelists to individual products depending on each customer’s segment, especially helpful for differentiating vendors. Automatically use the applicable pricelist based on order conditions.
Shipping Cost
Compute shipping costs based on multiple variables (weight, volume quantity, margin, delivery address, etc)
Invoicing
Create customer invoices
Issue clear, complete and professional invoices in seconds.
Print or send by email
Print a hard copy of your invoices to send them by post or send them by email.
Issue refunds
Create credit notes and manage reimbursements.
Manage supplier invoices
Record supplier invoices in the system to manage payments and integrate them into accounting.
3-Way matching payments
Compare what you have received with the vendor bill to release an invoice for payment.
Handle Payments
Invoices overview
Get a broad view on all invoices and filter them by status.
Get paid online
Send your invoices by email and add a link to Authorize, Paypal, Ingenico, Buckaroo or Adyen to get paid quickly, easily and securely.
Automate follow-ups
Create steps and automated actions to be taken by the system in case of a payment issue.
Payments
Record and track customer payments.
Batch Payments
Select multiple vendor bills and pay them all at once.
Multiple currencies
Allow customers to pay in their currency with an automatic currency converter and record gains and losses for each conversion. Automatic update of currency rates base on a chosen frequency: daily, weekly, monthly.
Reporting & Business Analysis
Next Activities
Get a full overview of all your sales activities, next actions, and performance data.
Order & Invoicing Analysis
Choose whether your statistics are based on orders, invoices, or both. Group sales by any category such as product type, salesperson, country, and sales team.
Trackable KPIs
Easily monitor a KPI dashboard for important information such as:
Total amount invoiced, sales per country/salesperson/sales team, churn, MRR, lifetime value, CAC Ratio, upgrades/downgrades, etc.
Business Analysis
Sales Forecast
Sales Analysis
ABC Sales Analysis
XYZ Analysis
ABC-XYZ Combined Analysis
ABC Sales Frequency Analysis
