ERP Module for Sales , Marketing and Dispatch

ERP for Sales,Marketing & Dispatch

ERP Modules

Add-On Modules

Industry Solutions

Sales, marketing, & dispatch module in ERP software enables full control over sales & marketing activities. The marketing team generates leads using various tools, and then it is converted into a potential business opportunity. The sales part of the module handles pre-sales and sales activity. Together ERP for sales , marketing and dispatch makes the business grow. The sales and marketing module successfully tackle all the difficulties during the lead generation phase.

The dispatch part of the module stores the data of all the customers in the system. The module aids in generating sales orders, and helps in tracking the sales order status. After a successful generation of sales orders, entry is made in the sales register. Customer wise list that includes details like customer name, item names and date of order are generated by dispatch module. Invoice generation is also a part of the sales, marketing, & dispatch module. All these activities are automated, eliminating human intervention for error-free operations.

ERP Software for Sales, marketing, & dispatch monitors all the activities of the industry. Lighthouse ERP for sales, marketing, & dispatch is helping many industries to manage their sales, marketing, & dispatch operations. These industries include plastic industry, manufacturing industry, Food industry, FMCG industry, & steel industry. Lighthouse ERP for sales, marketing, and dispatch collects various information from finance and accounts module about finance and manages its own activities respectively. Lighthouse ERP module for sales, marketing, & dispatch aids the industry to function successfully.

Features of Sales, Marketing, & Dispatch module

Customer Details

All the information and data of customers are stored in a centralized database on a server. This information includes all the details of the customer. Centralized storage of the information makes it easy to retrieve it from anywhere.

Customers can be grouped based on the orders they place. Product or industry-specific customers can be categorized to keep the database integrated and neat.

The marketing team can easily contact these customers from the database for promotional offers & sending various newsletters. This makes the relationship between industry & customers healthy improving the quality of business.

Multiple or Multi-Tiered Orders

When the customer orders multiple items on multiple dates, the module can help in sorting the orders. This makes managing the orders easy without any errors.

The quantities and amount of the products can be broken into various orders, and these orders are saved according to their dispatch date.

Dispatch makes sure the order gets dispatched by notifying the team about the order to be dispatched. This automated process makes it easy for industries to keep track of the order and execute them feasibly.

Sales Territories

Most of the time business or industry operates in various parts of the country. This creates geographical challenges as orders are often raised from different states across the country.

To resolve such a multi-territory problem, the module automatically categorizes the orders based on the location of orders. Then the ERP software automatically notifies the location from which order has to be dispatched.

This feature makes the entire supply chain efficient without missing out on any orders. A system-wide integration makes it all possible, and centralized storage of data helps in smooth operations in the industry, improving the workflow.

Automated Marketing

Marketing activities and processes become automated in the marketing module of ERP software. Automation aids the business or industry to automatically create campaigns.

Lead generation becomes easy as automation helps the setup of campaigns easily. The automatic placement of campaigns helps the team to focus on different tasks.

Automated marketing assists the marketing team in keeping a tab on customers, important dates, & various other details. The system notifies of something significant automatically.

Benefits of Sales, Marketing, & Dispatch

The module helps in generating reports, quotations, sales orders, & invoices automatically.

Generate various types of invoices like scrap invoices, rejection invoices, spare invoices, commercial invoices, and export invoices.

Different types of orders are automatically sorted into categories making it easier for the marketing team to complete the orders.

Sales, marketing, & dispatch module makes it easy to monitor Supply Chain Management.

Order placement, order scheduling, & dispatching in the module eases the workflow and production.

Centralized storage of data on the server facilitates operations at various geographical locations.

Reduction in operational cost as paper trails and stacks are eliminated which can also be misplaced.

The sales, marketing, & dispatch is a crucial part of ERP Module. This module keeps the industry functional and brings potential business to the industry. In absence of this module, the ERP system will not only collapse, but also result in a heavy loss in profit. Lighthouse Info provides industry-specific ERP software solutions for every industry. 35+ years of experience, Lighthouse ERP upgraded with time to meet the modern industry requirements.

Primary Sales Management

Sales Contract- Sales Order- Delivery Order

Sales Contract tracking for pending and executed quantity

Sales Contract multi cancellation, keep on hold or generation with new rate & validity

Sales contract settlement with auto credit or debit notes

Sales contract booking for Customer, consignee or broker

Sales Acknowledgment & Sales Return

Loading Advice- dispatch plan with Item Details, Order Quantity and Balance Quantity

Packing / Loading slip based on Loading Advice


Invoices are made based on weighslips and Delivery Orders

Daily Price List for various item sku for different areas

Commercial invoicing based on multiple bills

Expense Allocation for exact landed value calculation

Consignee and Broker Management

Counter sales and expense records of Consignment agents

Broker Commission structure for Brands, products and period

Auto allocation of brokerage based on sales or purchase transactions

Secondary Sales management

Creating Distributor- Broker-retailer data network

Retailers sales based on applicable scheme

Analysis of retail market penetration and volume sales

Credit control management

Bad debt control, Interest component tracking, Fund liquidity management

Customer Contract limit- define contract limits for customers to check purchase trends

Target Management

Targets and Achievement tracking of distributors.

Segment and product wise Performance monitoring for different geographies

Scheme Management

Cash Discounts, Quantity discounts, Gift items and Extras

Auto Scheme allocations and Inventory control on Scheme items

Quantity reconciliation based on sales return .

Competitor Analysis

Identifying competing products and analyse competitor price and sales

Delivery Route Management

Route preparation and linking of parties within route

Route wise help on loading of material in vehicle against DO

Insurance Management

Insurance policy management and claim generation against shortage/breakage

Automated Accounting flow for claim settlements

Customer Complaint

Customer complaints Capturing against Sales transactions

Complaint Resolution