Open Source Sales Management

Quotation Management

• Create and send professional quotations in a few clicks.
• Convert leads into deals through smart tracking.
• Track quotation status and customer interactions.
• Easily share quotations through email.

Sales Orders Management

• Convert accepted quotations into confirmed sales orders.
• Generate sales invoices instantly with Aureus ERP.
• Easily change or cancel unconfirmed orders.

Customer Management

• Manage customer profiles with ease in Aureus ERP.
• Store essential contact information like name, email, phone number, job title, website etc.
• Track customer activity, including previous orders, invoices etc.
• Manage contact details through the backend, including sales, responsible, and Sales Admin roles.

Product Configuration and Pricing Rules

• Use variants, attributes, and units of measure.
• Set customer specific price lists and discounts.
• Define tax rules for the product.
• Group products by category or package type.

Invoice Management

Easily manage pending invoices and upsell options from a single view.

Orders to Invoice

• View confirmed sales awaiting invoicing.
• Apply invoicing rules: on order, or manually.
• Track billing status and revenue.

Orders to Upsell

• Detect upsell orders.
• Auto generate follow up invoices.
• Boost cash flow with upselling alerts.