Sales

The Sales App in Lumytic manages the complete sales workflow from customer registration and quotation generation to order processing, invoice management, and payment confirmation. It enables seamless communication with clients and simplifies the entire sales cycle.

Customer

The Customer is a core record in the Sales app. It plays a vital role in enabling access to the Customer Portal and is essential for completing the full sales cycle, including quotations, orders, and invoicing.

Quotation

Generate detailed, professional quotations tailored to client needs and Incoterms.

Order

Manage and track orders from placement to payment confirmation.

Proforma Invoice

A Proforma Invoice within the order serves as a preliminary bill, detailing lighting product specifications, quantities, and pricing before the final sale is confirmed. It allows the customer to review the transaction terms prior to payment or production.

Price List

Create and manage customized price lists in Lumytic to align with your business strategy and profitability goals.