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Sales area
From quote calculation to the settlement of the open item.
Quotes, orders and sales invoices in one linked document chain. Role-based dashboards show pipeline, revenue and open items in real time.
| Date | Order | Value | Status |
|---|---|---|---|
| 01.09.26 | 3260467 | 5.313 | Entered |
| 01.09.26 | 3260466 | 590 | Entered |
| 01.09.26 | 3260468 | 9.987 | Entered |
| 01.09.26 | 3260465 | 12.056 | Entered |
// Sales dashboard – view in brand colors, metrics configurable by role
Features
Everything sales needs
A linked document chain, clear metrics and automation where it saves time.
Quotes & orders
Calculate quotes, convert them into orders and track progress by status – all linked.
Sales invoices
Generate invoices from the order, incl. X-Rechnung and ZUGFeRD for the public sector.
Open items
Due items per customer at a glance – as a sortable and filterable metric in the list.
Price lists & terms
Customer-specific prices and discounts apply automatically in the quote and order process.
Role dashboards
Pipeline, revenue and top customers as tiles, status lights and charts – composed by role.
Automation
Recurring processes via Callformscript and web service – from import to invoicing.
See sales in mercaware live.
We’ll show you the area in a personal demo – tailored to your processes.