iDempiere Sales Management
The Sales Management module in iDempiere streamlines the complete Quote-to-Cash process, covering quotations, sales orders, shipments, invoices, payments, commissions, and reporting. It integrates with Inventory, Business Partner, and Financial Accounting modules to ensure accurate, traceable sales processing. Built-in CRM capabilities help organizations capture leads, manage opportunities, and track customer relationships, while sales configuration tools support regional, channel, and campaign-based analysis.
Together, these capabilities give businesses a single, integrated platform to manage the entire sales lifecycle, from first customer contact to final payment collection and performance reporting.
Key Features
Sales Configuration
- Sales Region – organize sales by geography or territory
- Marketing Channel – track customer acquisition sources
- Marketing Campaign – manage promotions and measure effectiveness
- Order Source – identify how customer orders originate
- Commission Setup – configure commission rules for sales reps
Customer Relationship Management (CRM)
- Lead Management – capture and qualify potential customers
- Sales Opportunity – track deals through the sales pipeline
- Sales Stage – monitor opportunity progress and status
- Customer Management – maintain customer master data
- Contact Management – manage customer contact details
Quotation Management
- Create Binding or Non-Binding Offers for customers
- Review and approve quotations
- Convert approved quotations into sales orders
Sales Order Processing
- Support for Standard, Credit, Prepay, and Warehouse order types
- Validation of business partner, pricing, taxes, payment terms, and stock availability
- Release of validated orders for shipment
Shipment Processing
- Generate Shipment or Manual Shipment methods
- Automatic inventory updates upon delivery
Invoice Processing
- Generate Invoice or Manual Invoice creation
- Support for AR Invoice, AR Credit Memo, and AR Invoice Indirect document types
Payment Collection
- Receipt, Payment, and Payment Selection (automatic and manual) methods
- Settlement of outstanding customer receivables
Financial Accounting Integration
- Automatic posting of invoices and payments to the General Ledger
- Entries generated for Revenue, Accounts Receivable, Tax, Inventory, COGS, and Cash/Bank
Commission Management
- Define commission rules for sales representatives
- Execute commission calculation runs
- Review commission details and reports
Sales Analytics & Reporting
- Dashboards covering Sales Transactions, Customers, and Products
- Invoice Reports, Margin Analysis, Commission Reports, and Financial Reports
Workflow Diagram
Benefits of Sales Management
- End-to-end Quote-to-Cash visibility, from lead capture to final payment collection
- Tight integration with Inventory, Business Partner, and Financial Accounting modules reduces manual reconciliation
- Flexible order types (Standard, Credit, Prepay, Warehouse) support diverse retail business models
- Built-in validation of pricing, tax, payment terms, and stock availability minimizes order errors
- Automated GL posting ensures accurate, audit-ready financial records
- CRM features enable structured tracking of leads and opportunities through to conversion
- Commission automation improves accuracy and transparency for sales teams
- Rich analytics and dashboards support data-driven sales decision-making
- Configurable sales regions, channels, and campaigns enable granular performance analysis
Note: CRM activities (Leads, Opportunities, Sales Stages) are optional and can be enabled based on business requirements.