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FacturaGesERP › Solutions › Sales and invoicing
Solutions

Sales and invoicing

Quotations, orders, delivery notes and invoices linked together: each step copies the previous one, moves stock when it should and leaves the invoice ready to collect and post.

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Everything it does

From the quotation to the paid invoice, with your prices and terms applied automatically.

The sales cycle

QuotesOffers to the customer that become an order or an invoice with one click, and that the customer can accept or reject.
Customer ordersWith a delivery date per line and partial deliveries: you always know what is still to be shipped.
Delivery notesGoods dispatch with batch, serial number and location; they are grouped into a single invoice per customer.
InvoicesFull, simplified and corrective, with their VERI*FACTU record, their PDF and email delivery.
Convert documentsTurn many orders into delivery notes or many delivery notes into invoices at once, without mixing payment methods.
Recurring invoicingFees and contracts invoiced automatically every month, quarter or year, with a preview before generating.
Bulk sendingEmail all the invoices of a period to each customer in a single step.

Prices and terms

Price listsAs many price lists as you need, fixed or calculated from another with a factor and its rounding.
Special pricesThe price or discount agreed with each customer for each item, with dates and quantity breaks.
Group discountsDiscounts by family, brand or item for a customer, a group of customers or for everyone.
Volume discountsThe more of an item the customer buys, the better the price, without editing the invoice by hand.
Sales and purchase agreementsQuantities and amounts committed with a customer for a period, with their agreed price and follow-up.
Charges in the footerFreight, packaging, insurance or small-order surcharge, each with its VAT and its account.
Predefined textsUsual paragraphs (terms, warranties, notices) inserted into documents.

After the sale

ReturnsRequest, approval, collection of the goods and credit note, deciding what is done with each item.
WarrantiesWhat is under warranty, until when and for which customer, by serial number.
Customer advancesThe down-payment invoice with its VAT, deducted automatically in the final invoice.
Debt collectionLetters by level with late-payment interest and charges, generated for all customers who owe money.
Doubtful collectionTransfer of the debt to doubtful collection with its journal entry, reversed automatically if it is eventually collected.
EDI exchangeElectronic orders, delivery notes and invoices with large retail chains.

Other areas of the program

🤝CRM and sales teamOpportunities, activities and campaigns, with each sales rep's follow-up.🚢Purchasing and importsFrom the purchase need to the supplier invoice, also in foreign currency and with customs.📦Warehouses and logisticsExact stock by warehouse, location, batch and serial number, with order picking and delivery.🏭Manufacturing and planningBills of materials, manufacturing orders and requirements planning, with the actual cost of each order.🏦Treasury and bankingCollections, payments, remittances and banks, with a forecast of what you will collect and pay.📚Accounting and financial controlSpanish accounting generated automatically from sales, purchases and collections, with analytics and closing.🏛️Spanish taxationVERI*FACTU, SII, Facturae and the VAT and withholding forms, as standard.🔧Technical service and work ordersService calls with contract deadlines, installed equipment, maintenance and the technician's app.📐Projects and construction workBudget, hours, expenses and invoicing of each project, with its margin at all times.🚛Transport and fleetShipments with their control document, fleet, drivers and profitability per vehicle.🖥️POS and in-store salesTouch-screen sales for shops and hospitality, connected to the same stock and the same accounts.👥Staff and attendanceEach employee's record, their organisation and time recording.⚙️Management and administrationDashboard, reports, permissions, approvals, alerts and the program tailored to you.

Shall we talk about your project?

Tell us how your company works and we will prepare a presentation with your own processes.

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