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Overview

The sales area of Villva ERP carries a deal through its whole life: from the first enquiry, through quoting and negotiation, to a confirmed order that is manufactured dispatched and invoiced. Each stage feeds the next, so you never re-type the same details twice.

The sales flow

Section titled “The sales flow”
Lead  →  Opportunity  →  Offer  →  Order  →  Dispatch  →  Invoice
  1. Lead: an unqualified prospect (a web enquiry, a trade-show contact, a referral). Leads are kept separate from live deals so the pipeline stays clean.
  2. Opportunity: a qualified prospect tracked against a customer, with an owning engineer and an estimated value. Opportunities are what the CRM dashboards report on.
  3. Offer: the quotation. You build product lines, cost them, price them, add commercial terms, and submit the offer to the customer.
  4. Order: when the customer accepts, a Won offer converts in one click into an order-execution record and the shop-floor lifecycle begins.
  5. Dispatch: goods ship (in one go or in tranches), each dispatch producing a delivery note that feeds the e-way bill.
  6. Invoice: the tax invoice is raised and the deal is closed out with customer feedback.

Where to go next

Section titled “Where to go next”

CRM & leads

Section titled “CRM & leads”

Offers & quotations

Section titled “Offers & quotations”

Order execution

Section titled “Order execution”