Trading

Trade module of the Hit-Office construction ERP

Hit-Office Trade, efficient management of material purchases and sales

The Trading module allows the total management of the purchase and sale of items. – Create your offers – Create your orders and delivery notes – Create your invoices from your orders

Customer price request

Synchronisation of data
Management of price offers to your customers
Management of prototype offers
Management of prices: different rates depending on the customer, depending on quantities, etc.
Management of the status and importance of offers
Management of offer due dates
Recorded filter to organise offer reminders
Link with the reminder module to receive customised notifications (Example: notification to remind a prospect who has not followed up for 3 months)
Possibility of individualising discounts according to quantity or amount
Maximum discount management: the software does not allow you to go below a certain threshold

Order confirmation

Management of purchase orders (supplier price requests, article orders)
Sales order management (preparation of order confirmations, delivery deadlines, item tracking, etc.)
Management ofdelivery notes (automatic creation of delivery notes)
Detection of suspicious orders

Creation of delivery notes

Creation of blank delivery notes
Creation of delivery notes according to order
Management of quantity discounts or rebates
Follow-up of the status of the delivery order via a colour code (ready for packing, ready for delivery, delivery completed, etc.) and dates.
Stock deduction
Quick creation of an invoice based on the delivery note
Follow-up of the status of the invoice

Invoicing

Automatic generation of down payments
Direct invoicing from the order (management of discounts, down payments, rebates, etc.)
Grouped invoicing
Link to the accounting system
Sales statistics