Sales

XBuddy Sales module streamlines your entire order-to-cash process. Create professional quotations, convert them to orders with one click, and track delivery through to invoice — all with full workflow approval support.

The Sales module is designed for teams that need speed and accuracy. Your product catalog, pricing rules, and customer data are already connected, so a quotation takes minutes — not hours. Once a customer says yes, converting to a sales order and triggering fulfillment is a single click.

Managers get full visibility into team performance, commission tracking, and revenue trends — all in real time, without waiting for end-of-month reports.

Key Features

• Drag-and-drop quotation builder with product catalog integration
• One-click conversion from quotation to sales order to invoice
• Customer price lists with volume discounts and promotional rules
• Commission tracking with configurable rules per sales rep and product
• Revenue forecasting with pipeline-linked projections
• Sales order fulfillment tracking linked to inventory
• Customer portal for quote review and approval
• Multi-currency support with live exchange rates
• Approval workflows for discounts above a configured threshold
• Performance dashboards: revenue, win rate, and conversion metrics

Getting Started

1. Set up your product catalog with prices and descriptions
2. Configure customer price lists if you have tiered or volume pricing
3. Create your first quotation and send it to a customer
4. Set up commission rules for your sales team
5. Connect the approval workflow for large discounts

Workflows & Processes

• Quote-to-Order: Create quote → Send to customer → Accept signature → Convert to sales order → Link to inventory
• Upsell/Cross-sell: Review customer purchase history → Identify opportunities → Create quote → Track acceptance
• Renewal Management: Track expiration dates → Create renewal proposal → Send for approval → Convert to new order

Integration Points

• CRM Module: Pull customer details from CRM contacts to auto-fill quotations
• Inventory Module: Check stock availability and sync quantities when orders are created
• Finance Module: Link sales orders to invoices for automated billing
• POS Module: Sync sales data from retail locations to central reporting

FAQ

How do I create a quotation? Click ‘New Quotation’, select a customer, add line items, and set terms. You can customize the template in Settings.

Can I convert a quotation to a sales order? Yes, approved quotations can be converted to sales orders with one click. This auto-updates inventory.

How are discounts handled? Apply discounts per line item or as a percentage of the total. Volume discounts can be automated through rules.

Can customers sign quotations electronically? Yes, integrate with our Signatures module to send quotations for e-signature.

Common Use Cases

• Sales rep workflow: A rep builds a quotation from the catalog, applies a customer-specific price list, and sends it as a branded PDF — all within two minutes of getting off a call.
• Commission tracking: A sales manager reviews the monthly commission report, seeing each rep’s total sales and calculated payout, ready for payroll processing.
• Finance reconciliation: A finance team member tracks the order-to-invoice conversion rate to identify where deals are stalling between approval and billing.