RockifyERP Knowledge Base
Selling
50 step-by-step RockifyERP guides on selling. Choose a guide to get started.
Guides in this section
- Selling in RockifyERPThe Selling module in RockifyERP takes you from quotation to cash: customers, price lists, quotations, sales orders, deliveries, invoices and payments.
- Selling settingsSelling Settings control how sales documents behave across RockifyERP, such as whether a sales order is required before invoicing.
- TerritoriesTerritories group customers by area in RockifyERP, such as Nairobi, Central Kenya, Kampala or Dar es Salaam, for reporting and sales targets.
- Add a new customerAdd a customer once in RockifyERP and their details are reused on every quotation, order and invoice.
- Customer groupsCustomer groups classify customers in RockifyERP, such as Wholesale, Retail, Government or Export, and can carry default price lists and payment terms.
- ContactsContacts in RockifyERP store people at your customers and suppliers, with their phone numbers and emails.
- Addresses and address templatesAddresses in RockifyERP store billing and shipping locations for customers and suppliers.
- Credit limitsCredit limits stop RockifyERP from selling more to a customer than you allow them to owe.
- Customer, contact and addressIn RockifyERP, one customer can have many contacts and addresses, and one contact can be linked to several customers.
- Customer portalThe RockifyERP customer portal lets customers log in to see their quotations, orders, invoices and statements, and download PDFs.
- Terms and conditionsSave standard terms and conditions in RockifyERP and attach them to quotations, orders and invoices automatically.
- Send a quotationA quotation in RockifyERP tells a customer or lead what they will pay before they commit.
- Sales ordersA sales order in RockifyERP confirms what the customer has agreed to buy, reserves the commitment and drives delivery and billing.
- Packing lists for bundlesWhen you sell a product bundle, RockifyERP adds a packing list showing the individual items to pick and deliver.
- Sales order typesRockifyERP sales orders can be for Sales, Maintenance or Shopping Cart, which changes how they're processed.
- Maintenance sales ordersMaintenance sales orders in RockifyERP sell service contracts and create maintenance schedules for the visits.
- Close a sales orderClose a sales order in RockifyERP when the rest of it will never be delivered or billed, so it stops showing as pending.
- Amend a submitted sales orderTo change a submitted sales order in RockifyERP, update items directly where allowed, or cancel and amend it.
- Partial deliveriesRockifyERP handles orders delivered and billed in parts.
- Close many orders at onceAt year end or after a stock-out, close many sales or purchase orders together in RockifyERP.
- Stock reservationStock reservation in RockifyERP holds stock for a sales order so it can't be sold to someone else.
- Delivery notesA delivery note in RockifyERP records goods leaving your warehouse and reduces stock.
- Sales returnsA sales return in RockifyERP brings returned goods back into stock and, through a credit note, reduces what the customer owes.
- Blanket ordersA blanket order in RockifyERP is a long-term agreement for quantities and prices that you draw down with individual orders.
- Drop shippingWith drop shipping, your supplier delivers straight to your customer.
- Inter-company invoicesWhen one of your companies sells to another in RockifyERP, the sales invoice in one can create the matching purchase invoice in the other.
- Sales personsSales persons in RockifyERP record who made each sale, for targets, commission and reports.
- Sales targets for sales personsSet monthly or quarterly sales targets for each sales person in RockifyERP and track progress against them.
- Sales commissionRockifyERP calculates commission for sales persons and sales partners from the invoices they're credited with.
- Company sales goalSet a monthly sales goal for the whole company in RockifyERP and see progress on the dashboard.
- Sales team incentivesUse RockifyERP data to calculate incentives for your sales team based on targets met.
- Sales partners and commissionSales partners are agents, distributors or resellers who sell on your behalf and earn commission in RockifyERP.
- Sales persons on transactionsEach quotation, order and invoice in RockifyERP can credit one or more sales persons with a share of the sale.
- Pricing rulesPricing rules apply discounts or special prices automatically in RockifyERP, based on customer, item, quantity or dates.
- Price listsPrice lists in RockifyERP hold your selling and buying prices, such as Retail, Wholesale or USD Export.
- Apply a discountGive discounts in RockifyERP per item line, on the whole document, or automatically through pricing rules.
- Add a marginMargins in RockifyERP add a percentage or amount on top of the price list rate, useful for cost-plus pricing.
- Coupon codesCoupon codes in RockifyERP let customers claim a discount by entering a code, linked to a pricing rule.
- Promotional schemesPromotional schemes in RockifyERP set up tiered offers, such as 5% off over 10 units and 10% off over 50, in one place.
- Loyalty programmesLoyalty programmes in RockifyERP reward customers with points they can redeem on future purchases.
- Stop rate changes during the sales cycleRockifyERP can keep the rate agreed on the quotation or sales order through to the invoice, so staff can't change it later.
- Sales reportsRockifyERP has ready-made sales reports for every angle: by customer, item, territory, sales person and period.
- Set up buy one, get one freeCreate a buy-one-get-one-free offer in RockifyERP with a pricing rule that adds a free item.
- Sell in different unitsSell items in different units in RockifyERP, such as single pieces, packs or cartons, while stock is kept in one unit.
- Request raw materials from a sales orderFor made-to-order products, RockifyERP can request the raw materials needed for a sales order.
- Incoterms and named placeFor imports and exports, RockifyERP records the agreed Incoterm, such as FOB, CIF or EXW, and the named place on quotations, orders and invoices.
- Restrict salespeople to their own customersIn RockifyERP, you can make each salesperson see only their own customers and documents.
- Invoicing from orders and delivery notesIf RockifyERP won't create an invoice the way you expect from a sales order or delivery note, check these.
- Cancel, delete or change sales documentsRockifyERP protects submitted documents.
- Returns and credit note issuesCommon problems with sales returns and credit notes in RockifyERP, and how to fix them.
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