Harmonising Customer Relationship
for Business Growth
ViTWO ai provides a systematic and unified approach to manage sales and distribution, from creating purchase requests to paying vendors. It is the most comprehensive system available - managing the entire order-to-pay cycle, including receipts, invoices, returns, and payments.
How ViTWO ai Sails Sales?
➙ Easily add customers using GST number
➙ Automated compliance checks with customer nature flagging
➙ Free Partner Portal for collaborative operations
➙ Shoot and transform quotations directly via Email, WhatsApp, or Portal
➙ Create Purchase Requests, Purchase Orders, and GRN while maintaining a detailed audit trail
The system offers an easy and efficient customer onboarding process and compliance checks. With automation and power of AI at every step, businesses can streamline their sales workflows from quotation to delivery.
Sales & Distribution Key Features
First Quote to the Final Delivery - businesses can easily manage their sales workflows and achieve higher ROIs
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Quotation Management
Customers can accept quotes directly through a unique link
Quotations automatically transform into Sales Orders for efficient processing
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Sales Order Efficiency
The approval mechanism eliminates manual filling when quotes are accepted
New Sales Orders benefit from auto-suggestions based on the customer's previous orders
Receive alerts for stock availability during creation, with batch management options (LIFO, FIFO, Custom)
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Discount Approvals and Staggered Deliveries
Streamlined discount approval process
Facilitate staggered deliveries for enhanced flexibility
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Delivery Automation
Auto-trigger subsequent actions (PR, PO, Production Order) for efficient order fulfillment
Communicate seamlessly with customers through Partner App, Email, and WhatsApp
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Credit Management:
Select a vendor: View all their invoices with status, due dates, amounts, outstanding balances, and total due.
Pay and settle invoices: Choose an invoice and pay directly from this screen.
Advance payments: If no invoice is selected, the payment is captured as an advance.
Payment status: Track the payment status of each invoice.
Ageing analysis: Analyse outstanding balances and prioritise payments.
Settle invoices with advance: Select a vendor and use existing advance payments to settle specific invoices.
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Template Automation for Efficiency
Utilise quote templates to automate recurring orders
Automatically apply correct pricing and taxes, saving time for more critical tasks
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Up-to-Date Reporting
Generate real-time reports displayed in various formats and dashboards
Compare suppliers and prices for better negotiations and cost savings opportunities
Frequently asked questions about Sales and Distribution
Simply input their GST number for seamless and quick customer addition.
ViTWO ai automates compliance checks by flagging customer nature for easy verification.
Yes, the Partner Portal is free and facilitates collaborative operations for efficient business management.
Yes, shoot quotations via Email, WhatsApp, or Portal, and customers can conveniently accept them through a unique link.
ViTWO ai streamlines Sales Orders with an approval mechanism, eliminating manual filling post-quote acceptance, providing auto-suggestions for new orders, and offering stock alerts during creation.