Thozo Sales – Complete Sales Management Solution

Thozo Sales is a comprehensive sales management application that helps businesses manage the complete sales cycle—from quotation to sales order, delivery, invoicing, and payment. It integrates seamlessly with CRM, Inventory, Accounting, Purchase, eCommerce, Website, and Marketing to streamline business operations and improve sales efficiency.

Complete Sales Workflow

Lead/Customer Inquiry
        │
        ▼
Quotation
        │
        ▼
Customer Approval
        │
        ▼
Sales Order
        │
        ▼
Delivery Order
        │
        ▼
Invoice
        │
        ▼
Payment
        │
        ▼
Sales Reports & Analytics

Key Features

📋 Quotation Management

Create professional quotations within minutes.

Features include:

  • Create unlimited quotations
  • Professional quotation templates
  • Product images
  • Product descriptions
  • Terms & Conditions
  • Expiry dates
  • Customer-specific quotations
  • Multi-currency quotations
  • PDF quotation generation
  • Email quotations directly to customers

Customers can review quotations online and approve them electronically when eSign is configured.

🛒 Sales Order Management

Convert quotations into sales orders with a single click.

Features:

  • Sales order creation
  • Order confirmation
  • Delivery scheduling
  • Partial deliveries
  • Order modifications
  • Backorders
  • Customer order tracking
  • Order history

👥 Customer Management

Maintain complete customer information.

Store:

  • Customer details
  • Billing & shipping addresses
  • Contact persons
  • Purchase history
  • Credit limits
  • Payment terms
  • Sales history
  • Communication logs

📦 Product Management

Manage all products and services.

Features:

  • Product catalog
  • Product variants (size, color, etc.)
  • Product categories
  • Product images
  • Product pricing
  • Cost price
  • Selling price
  • Product attributes
  • Digital products
  • Service products

💲 Price Lists

Flexible pricing for different customers.

Support for:

  • Customer-specific pricing
  • Wholesale pricing
  • Retail pricing
  • Seasonal discounts
  • Quantity discounts
  • Promotional pricing
  • Regional pricing
  • Currency-based pricing

🎁 Optional Products & Upselling

Increase sales revenue by suggesting:

  • Related products
  • Accessories
  • Extended warranties
  • Service packages
  • Premium upgrades
  • Maintenance contracts

Thozo can display optional products directly on quotations to encourage additional purchases.

💵 Discount Management

Apply:

  • Line-item discounts
  • Order-level discounts
  • Promotional offers
  • Customer-specific discounts
  • Coupon codes (with related apps)

✍ Electronic Signature

Customers can:

  • View quotations online
  • Approve quotations
  • Sign digitally
  • Accept contracts online

This reduces paperwork and speeds up the sales cycle.

💳 Online Payment Integration

Accept payments through integrated payment providers.

Customers can:

  • Pay directly from quotations
  • Pay invoices online
  • Use secure payment gateways
  • Receive instant payment confirmation

(Available payment providers depend on your Thozo configuration.)

🚚 Delivery Management

Integrated with Inventory.

Features:

  • Delivery Orders
  • Warehouse selection
  • Stock reservation
  • Shipping tracking
  • Partial deliveries
  • Multiple warehouses
  • Delivery status

📄 Invoice Generation

Generate invoices automatically.

Supported methods:

  • Invoice on ordered quantities
  • Invoice on delivered quantities
  • Partial invoices
  • Advance invoices
  • Final invoices
  • Credit notes

Invoicing policies can be configured to match your business process.

📈 Sales Dashboard

Real-time business insights.

Monitor:

  • Sales revenue
  • Quotations
  • Sales orders
  • Best-selling products
  • Top customers
  • Sales by salesperson
  • Monthly sales
  • Yearly sales
  • Sales growth

📊 Sales Reports

Generate reports such as:

  • Sales Analysis
  • Product Performance
  • Customer Sales
  • Salesperson Performance
  • Revenue Reports
  • Profit Analysis
  • Margin Reports
  • Quotation Analysis
  • Order Analysis
  • Forecast Reports

👨‍💼 Sales Team Management

Manage your sales force.

Features:

  • Sales teams
  • Salespersons
  • Team targets
  • Team performance
  • Activity tracking
  • Commission workflows (customizable)

📞 CRM Integration

Works seamlessly with CRM.

Flow:

Lead

↓

Opportunity

↓

Quotation

↓

Sales Order

↓

Invoice

↓

Payment

This provides a complete customer journey from lead generation to revenue.

📧 Email Integration

Communicate directly from Thozo.

  • Send quotations
  • Send invoices
  • Follow-up emails
  • Customer communication history
  • Email templates
  • Automated notifications

📅 Activity Management

Schedule:

  • Follow-up calls
  • Meetings
  • Emails
  • Site visits
  • Reminders
  • Sales tasks

📱 Mobile Access

Manage sales anywhere.

Available features:

  • Create quotations
  • Approve orders
  • Check customer information
  • View dashboards
  • Manage sales pipeline

Thozo provides official mobile apps for supported versions.

🌍 Multi-Currency Support

Handle international business with:

  • Multiple currencies
  • Automatic currency conversion
  • Exchange rate management
  • International quotations

🌐 Multi-Language Support

Generate quotations and customer documents in multiple languages, helping businesses serve international customers.

🏢 Multi-Company Support

Suitable for businesses operating:

  • Multiple companies
  • Multiple branches
  • Multiple warehouses
  • Different business units

Product Variants

Manage products with:

  • Size
  • Color
  • Material
  • Model
  • Weight
  • Custom attributes

Variants can be selected using a convenient grid or matrix entry.

Customer Portal

Customers can securely access:

  • Quotations
  • Sales Orders
  • Invoices
  • Delivery Orders
  • Payment History
  • Documents

This reduces manual communication and improves customer self-service.

Integration with Other Thozo Apps

Thozo Sales integrates with:

  • CRM
  • Inventory
  • Purchase
  • Accounting
  • Invoicing
  • Website
  • eCommerce
  • Subscription
  • Rental
  • Marketing Automation
  • Email Marketing
  • Live Chat
  • Helpdesk
  • Documents
  • Field Service
  • Project
  • Manufacturing (MRP)
  • Point of Sale (POS)

Business Benefits

  • Faster quotation creation
  • Reduced manual data entry
  • Improved sales productivity
  • Better customer experience
  • Higher conversion rates
  • Accurate inventory planning
  • Faster invoicing
  • Online customer approvals
  • Improved revenue tracking
  • Real-time business insights
  • Centralized sales management

Industries We Serve

  • Manufacturing
  • Retail
  • Wholesale
  • Distribution
  • Healthcare
  • Education
  • Construction
  • Real Estate
  • Logistics
  • Food & Beverage
  • E-Commerce
  • IT & Software
  • Professional Services
  • Trading Companies

Why Choose Thozo Sales?

  • Professional quotation builder
  • One-click quotation-to-order conversion
  • Electronic signatures
  • Online payments
  • Customer self-service portal
  • Product variants & price lists
  • Automated invoicing
  • CRM integration
  • Inventory integration
  • Accounting integration
  • Mobile accessibility
  • Powerful analytics & reporting
  • Cloud & On-Premise deployment
  • Scalable for startups, SMEs, and enterprises

Thozo Sales is an ideal solution for businesses looking to automate their entire sales process, improve customer satisfaction, shorten the sales cycle, and gain complete visibility into sales performance from quotation to payment.