Sales suite
From quotation to cash, without re-keying
Sales usually runs on a different system from the workshop that has to deliver. NexAset ERP keeps the quote, the order, the work and the invoice on one record — so the date you promise is the date operations can meet.
Quotation & pricing
A quote that reflects what the work actually costs.
Price lists are built from the same item and service master used by maintenance, so a quotation for a repair or a spare part carries real cost and real availability. Discount limits route to the right approver, and every revision is kept.
- Price lists by customer, segment or contract
- Discount and margin approval limits
- Versioned quotations with expiry dates
- One-click conversion to a sales order
Sales orders
Commit to a date you can actually meet.
Order entry checks stock and workshop capacity before confirming a delivery date. Backorders, partial deliveries and substitutions are handled explicitly rather than in a side spreadsheet.
- Availability check against live stock
- Partial delivery and backorder handling
- Credit limit check at order entry
- Order status visible to the customer-facing team
Delivery & invoicing
Bill from the document that proves the work happened.
Dispatch notes, proof of delivery and service completion records feed invoicing directly. Revenue and cost of sales post to the ledger in the same transaction, so month-end does not depend on a reconciliation exercise.
- Delivery notes and proof of delivery
- Invoice from order, delivery or completed work order
- Tax and discount handling per line
- Revenue and cost posted automatically
Customers & contracts
One customer record across sales and service.
The same account holds commercial terms, installed assets and service agreements. When a technician attends a site, the contract terms — response time, billable parts, warranty — are already visible.
- Customer master shared with finance
- Payment terms and credit limits
- Service contracts linked to installed assets
- Warranty and billable work flags
Walk through quote-to-cash with your own products
Bring a price list and a typical customer order. We will show the quote, the order, the delivery and the invoice posting in one sequence.