Quote→SO
Conversion
Pipeline to commitment
Solutions / Sales flow
From lead to payment
Order tracking with sales-to-accounts and delivery accuracy — CRM opportunity through quotation, order, delivery, invoice, and collection.
Revenue cycle
Every committed order stays visible to sales, warehouse, and finance
Axix ERP links CRM context to selling documents so delivery and invoicing follow the same customer promise.
- Convert opportunities into quotations without re-entering customers
- Reserve and ship against Sales Orders with Delivery Notes
- Post Sales Invoices straight into receivables
Signals sales leaders watch
OTIF
Delivery accuracy
Ship what was ordered
AR
Collections
Invoice to payment
CRM
Context kept
Lead history retained
Sales cycle in six moves
Commercial documents stay chained — so warehouse and accounts never guess the customer intent.
- 01
Lead / Opportunity
Capture demand in CRM with owner and next action.
- 02
Quotation
Price, discount, and validity before the customer commits.
- 03
Sales Order
Confirm qty, delivery date, and billing terms.
- 04
Delivery Note
Stock out with warehouse-accurate shipment.
- 05
Sales Invoice
Bill against delivery and post receivables.
- 06
Payment
Collect and reconcile against open invoices.
Sales-to-delivery
Warehouse ships the order sales promised
Delivery Notes reduce stock against the Sales Order so inventory and revenue stay aligned.
- Customer and pricing rules on quotations and orders
- Delivery tracking against open order lines
- Sales analytics on bookings and fulfilment
- Invoice linkage into Accounts & Finance
Roles across the sales path
Handoffs are explicit — CRM, sales, warehouse, and finance.
Sales / CRM
Qualify leads, issue quotations, and book Sales Orders.
Order management
Track open lines, promised dates, and partial deliveries.
Warehouse
Pick, pack, and confirm Delivery Notes.
Accounts receivable
Invoice customers and chase collections.
Commercial controls
Protect margin while still moving fast for the customer.
- Customer master and credit-aware selling
- Pricing rules and discount visibility
- Order tracking from booking to delivery
- Delivery accuracy against ordered qty
- Sales-to-accounts invoice posting
- Payment status on each invoice
Modules that power selling
Sales flow is the commercial thread across CRM, stock, and finance.
Close the loop from quote to cash
Run the sales cycle on Axix ERP so delivery and receivables follow the same order.
- Sales-to-accounts linkage
- Delivery accuracy
- CRM-to-order continuity