From first quote to last delivery, in one flow.
Zinye ERP tracks every customer opportunity through quotation, order confirmation, and fulfilment — with margin, payment terms, and sales-team targets visible at every step.
"Quotes live in email threads, orders get manually re-entered into a separate system, and the sales team has no live view of what is delivered, invoiced, or still outstanding."
What sales does in Zinye ERP
Quotation management
Create itemised quotes with applicable price lists, taxes, and validity dates; convert winning quotes to sales orders in one click.
Sales order processing
Confirm orders against customer purchase order numbers, lock in delivery dates, and track order status from open to closed.
Delivery scheduling
Split a single sales order into multiple delivery schedules so partial fulfilments are tracked against the original committed quantity.
Customer master & credit control
Maintain customer profiles with billing and shipping addresses, credit limits, and payment terms that apply automatically to every transaction.
Product bundles
Define composite products that automatically expand into their component items on sales documents, simplifying order entry for standard kits.
Price lists & discounts
Manage multiple price lists per currency and customer group; apply item-level or global discounts with override controls.
Sales partner & commission tracking
Assign sales partners to transactions and calculate commission automatically based on configurable rate tables.
Sales person targets
Set territory and item-group targets for individual sales persons; track achievement in real time against booked orders.
Lost quotation analysis
Record the reason a quote was lost so management can see which competitors or objections are eroding the pipeline.
Customer credit balance
Check a customer's available credit before confirming an order, blocking over-limit transactions at the source.
Installation notes
Record post-delivery installation details against a sales order, capturing serial numbers and sign-off dates for service-backed goods.
The documents you work in
- QuotationA priced proposal sent to a customer or prospect; converts to a Sales Order on acceptance.
- Sales OrderThe confirmed customer order that drives delivery, invoicing, and commission calculations.
- CustomerMaster record holding contact details, credit limit, payment terms, and transaction history.
- Product BundleA parent item that expands into component items on sales documents for kit-based selling.
- Installation NoteCaptures post-delivery installation details and serial numbers against a fulfilled order.
- Sales TeamAssigns multiple sales persons with contribution percentages to a single order or customer.
Answers, without exports
- Sales AnalyticsPivot sales volume by customer, item, territory, or sales person across any date range.
- Sales Order AnalysisShows ordered, delivered, billed, and outstanding quantities per order line in one view.
- Quotation TrendsTracks quote volume and value month-on-month to surface pipeline momentum.
- Lost QuotationsLists quotes marked as lost with the recorded reason, competitor, and value.
- Territory-wise SalesCompares booked sales against territory targets to highlight under- and over-performing regions.
- Customer Acquisition and LoyaltyClassifies customers as new, returning, or lapsed based on order history.
Run your whole company on one ledger.
14 days free. No credit card. All modules included.