Set targets for each salesperson and control achievement against them.
- Salesperson Targets
- Target Achievement Control
Sales, CRM & Order Management
FACT ERP.NG connects CRM, Quotations, Sale Orders, Inventory, Deliveries, Invoicing, Receivables and Financials — giving your team visibility across the complete sales cycle.
No disconnected CRM. No duplicate entries. One single source of truth.
CRM, Quotations, Sale Orders, Inventory, Deliveries and Invoicing share one sales record, then surface in Receivables, Financials, Sales Analysis and the CXO view.
Inbuilt CRM
FACT ERP.NG's inbuilt CRM connects pre-sales and sales operations directly with your financials, giving you 360° visibility across the customer relationship.
Your team can manage customer activity without separating sales information from the financial reality behind the customer.
And you can view the Customer Offtake and Ledger for multiple years on the same screen. The lifetime value of a customer, without any manual work.
360° customer visibility
Pre-sales, sales and financials in one customer relationship.
No manual work
Lifetime value builds from the transactions you already enter.
Stage 1
Manage enquiries and customer activity from the first contact.
Stage 2
Quotations and sale orders stay with the same customer record.
Stage 3
See what the customer owes alongside their sales history.
Stage 4
Customer activity flows directly into your financials.
From Quotation to Sales Order
Manage the sales process from the initial quotation through to the confirmed order without recreating the same information across spreadsheets and separate applications. Simply convert the quotation to a sale order. No need to key in the sale order again. Even partial conversion is possible.
FACT ERP.NG keeps quotations and sales orders connected with the wider ERP, including inventory and financials.
From opportunity to cash
Sales Journey
A seamless flow from prospect to payment, with everything connected.
Manage leads and opportunities.
Create and send quotations.
Convert quotes to sales orders.
Reserve stock for your orders.
Pick, pack and deliver.
Create and send invoices.
Track payments and close balances.
Know What You Can Sell
Sales and inventory work together in FACT ERP.NG.
Reserve Stock against a Sale Order, monitor inventory as orders are processed, and manage partial deliveries when an entire order cannot be fulfilled at once.
This keeps your sales team connected with the stock needed to serve the customer.
Pricing & Customer Controls
FACT ERP.NG supports flexible pricing and customer controls within the sales process.
From Sale to Financials
Once a sale moves forward, its financial impact shouldn't have to be recreated elsewhere.
FACT ERP.NG connects sales with invoicing, receivables, and financials, helping your team understand both the operational and financial side of every sale. View profitability at the invoice level, instantly.
A sale is not complete when the invoice is generated.
FACT ERP.NG has connected Accounts Receivable with the sales process. As a result, management can see outstanding customer balances alongside the wider financial picture.
Customer credit controls help businesses manage sales exposure as orders are processed. What’s more, FACT ERP.NG allows you to set up automatic emailing of reminders and statements of account to customers.
Manage Sales Performance
FACT ERP.NG gives management greater visibility into how the sales operation is performing.
Sales Management
Management visibility
Sales information shouldn't disappear into departmental spreadsheets.
Because CRM, sales, inventory, receivables and financials are intrinsically connected in FACT ERP.NG, management can understand sales activity alongside the wider business. No manual work.
CXO Control Tower brings key information together into one management view, with drill-down into the numbers when more detail is needed.
Closing Cash & Bank Balance
73,423,017.82 PHPSales
768,369,561.07 PHPPurchases
748,382,964.46 PHPClosing Stock / Stock in Hand
13,508,317.70 PHPClosing Stock – Factory (WIP)
0.00 PHPYes. FACT ERP.NG includes CRM functionality integrated with pre-sales, sales, and financial information, giving businesses greater visibility across the customer relationship.
Yes. FACT ERP.NG supports the entire sales process from quotations through sales orders and subsequent transactions such as deliveries and invoicing.
Yes. FACT ERP.NG supports stock reservation against a sales order, keeping sales commitments connected with inventory availability.
Yes. FACT ERP.NG supports partial delivery against sales orders when an order cannot or does not need to be delivered all at once.
Yes. FACT ERP.NG supports multiple pricing approaches, including customer-specific and quantity-based pricing. Also item-specific pricing for a customer.
Yes. FACT ERP.NG includes targets for salespeople, target achievement and commission calculations, alongside sales analysis.
Why FACT ERP.NG
Connect pre-sales and sales operations directly with your financials. Even post sales.
Move from quotation to order, delivery, invoice, and receivable in one ERP.
Reserve stock against orders and manage partial deliveries.
Manage customer, quantity, and other pricing structures with greater control.
Keep sales activity connected with customer financial exposure.
Monitor salesperson targets, commissions and sales analysis from the same system.
Connect CRM, quotations, orders, inventory, deliveries, invoicing, receivables, and financials with FACT ERP.NG.
One customer. One sales journey. One connected ERP.
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