Transform your sales operations with an integrated solution for customer management,
quotations, sales orders, invoicing, and collections.
Professional Quotations That Help You Close More Deals
Create accurate, professional quotations in minutes and send them directly to your customers
via Email or WhatsApp—without the need for external applications. Track the status of every
quotation, streamline customer communication and approvals, and instantly convert approved
quotations into sales invoices with a single click. With OBSERP, quotation management
becomes faster, smarter, and more efficient, helping your sales team close more business.
With OBSERP, you can create and manage Sales Contracts professionally by defining quantities,
prices, delivery schedules, and contract terms with complete accuracy. Each contract is
seamlessly integrated into the sales cycle, ensuring that deliveries and invoices are processed in
full compliance with the agreed terms. The system also tracks the remaining contract balance
and enables the creation of Sales Orders and Sales Invoices directly from the contract, giving
you greater control, improved operational efficiency, and reliable contract fulfillment.
With OBSERP, your sales team can instantly check item availability while creating Quotations
and Sales Orders, ensuring accurate commitments based on real-time stock levels. The system
also allows you to reserve inventory before issuing the sales invoice, guaranteeing product
availability for your customers and preventing overselling. This streamlines order fulfillment,
improves inventory control, and delivers a more reliable customer experience.
Manage customer credit with a powerful Credit Control system that allows you to define Credit
Limits and Payment Terms for each customer based on your business policies. OBSERP
automatically verifies outstanding balances and available credit before approving any sales
transaction, while providing instant alerts for credit limit violations and overdue payments. This
helps reduce credit risk, improve collection efficiency, and support safer, more informed sales
decisions.
With OBSERP, you can create multiple price lists and assign them based on customer categories,
regions, industries, or any custom customer classification. Define special prices, discounts, and
validity periods for each price list, with automatic application during sales transactions. This
flexible pricing approach helps you implement targeted pricing strategies, improve customer
satisfaction, and maximize profitability while maintaining fast and accurate sales operations.
