Maxxerp

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Master Your Sales Workflow from Inquiry to Income

Stop managing fragmented spreadsheets. Empower your business with a structured sales engine that seamlessly converts quotations into orders, dispatches, and invoices with zero data re-entry.

Your Business, Systematized for Success.

1. Integrated Sales Workflow
Effortlessly convert a Quotation into a Sales Order, generate a Delivery Challan (DC), and convert it into a final Tax Invoice with a single click.

2. Mobile Order Booking
Allow your field sales team to check live stock availability and book orders directly at the customer’s location using the MaxxConnect app.

3. Smart Credit Control
Manage customer credit limits with automated controls and receive real-time alerts for overdue payments or aging outstanding balances.

4. Route-Wise Dispatch Intelligence
Streamline dispatch operations by grouping pending delivery challans based on geographical routes or assigned transport carriers.

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Close Deals Faster with Smart Sales

Performance Boosters

01

Professional Quotation Management

Create high-impact digital quotations with custom branding. Track revisions and approval statuses to ensure your sales team never misses a follow-up.

02

Sales Order (SO) Fulfillment Tracking

Convert approved quotes into Sales Orders instantly. Monitor “Pending Order” reports to see exactly what needs to be dispatched and what is currently in backorder.

03

Delivery Challan (DC)

Generate professional delivery documents for stock movement. Track partial shipments and ensure your warehouse team dispatches the exact quantity ordered.

04

Automated GST Invoicing

Flip your Delivery Challans into GST-compliant tax invoices automatically. The system handles complex HSN codes, multi-tax slabs, and round-offs without manual errors.

05

Multi-Pricelist & Scheme Engine

Automate your pricing strategy. Set different price levels for distributors, wholesalers, and retailers, and apply seasonal discount schemes automatically during billing.

06

Real-time Sales Force Accountability

Track your field team’s daily activities, visit counts, and order-to-visit ratios through integrated GPS-enabled reporting.

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FAQs – Sales Workflow & Distribution

The system follows a structured process: create a Quotation, convert it into a Sales Order after approval, generate a Delivery Challan for dispatch, and finally issue the Sales Invoice for payment.

Yes. The system supports the full sales workflow but also allows direct Counter Billing or direct Invoicing for walk-in customers or urgent sales.

MaxxERP provides a Pending Order Report. When only part of a Sales Order is delivered, the remaining quantity stays marked as pending until the next delivery.

Absolutely. Every invoice generated through the workflow is 100% GST-compliant, featuring automated HSN mapping and e-way bill integration. For the latest trade guidelines, visit the Directorate General of Foreign Trade (DGFT).

Yes. Through the MaxxConnect Mobile App, your sales team can check real-time current stock and available stock across all godowns before creating a quotation.