Sales – mercaware
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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.

// 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.

Quote Order Delivery note Sales invoice Open item Settlement

See sales in mercaware live.

We’ll show you the area in a personal demo – tailored to your processes.