Selling

Overview

Selling Module – Business Overview

Business Purpose and Scope

The Selling module in Dafater manages the complete customer-facing sales journey—from the first customer interaction to confirmed sales orders. Its purpose is to help businesses attract customers, present products and services professionally, negotiate and confirm deals, and ensure that sales commitments are accurately captured for delivery, billing, and revenue tracking.
This module acts as the commercial front office of the organization.

Business Functions Covered

The Selling module supports core sales and customer engagement activities, including:

Customer Management
Maintain structured customer records, including classification by industry and specific selling preferences.
Sales Quotation Management
Prepare, send, revise, and track quotations to customers, ensuring pricing consistency and approval control.
Sales Order Processing
Convert approved quotations into confirmed sales orders that drive fulfillment, invoicing, and revenue planning.
Product & Offering Structuring
Define bundled offerings and customer-specific items to support flexible and customized sales strategies.
Sales Partner Enablement
Manage different sales partner types and support indirect sales channels.
Sales Communication
Engage customers through integrated messaging and notifications to improve responsiveness and conversion rates.

How It Supports Business Operations

The Selling module ensures that sales activities are organized, transparent, and aligned with downstream operations. It:

Creates a single source of truth for customer and sales data
Reduces sales cycle time through standardized quotation and order workflows
Improves coordination between sales, delivery, and finance teams
Enhances customer satisfaction through accurate commitments and timely communication
Provides management with visibility into sales performance and pipeline health

Key Features and Capabilities (Business Perspective)

Customer & Industry Profiling
Segment customers by industry and business type for targeted selling and reporting.
Flexible Pricing & Offerings
Support product bundles and customer-specific items to meet diverse market needs.
Quotation-to-Order Flow
Seamless progression from quotation to sales order ensures accuracy and accountability.
Sales Partner Structuring
Organize and manage different partner types to support channel-based selling.
Installation & Delivery Notes
Capture post-sale installation or delivery-related confirmations to close the sales loop.
Sales Communication Center
Centralized messaging for customer updates, confirmations, and follow-ups.
Sales Controls & Settings
Define selling rules, defaults, and policies to ensure consistent sales practices.

Integration with Other Business Processes

The Selling module in Dafater is tightly connected with other business areas to ensure end-to-end operational flow:

Inventory & Fulfillment
Sales orders trigger product availability checks and delivery planning.
Billing & Revenue Management
Confirmed sales orders feed directly into invoicing and revenue tracking processes.
Customer Relationship Management
Sales data strengthens customer history and supports repeat and cross-selling efforts.
Financial Management
Sales commitments and orders contribute to financial forecasting and reporting.
After-Sales & Service Operations
Installation notes and customer-specific details support smooth handover to service teams.

Business Value Summary

The Selling module enables businesses to sell more effectively, maintain strong customer relationships, and ensure that every sale is accurately translated into operational and financial outcomes. It provides the structure, visibility, and flexibility needed to manage modern sales operations with confidence and control.

Module Name: Selling

Total DocTypes: 10 Total Reports: 23 Total Pages: 1