Platinum ERP · Sales
Sales in Platinum ERP: every channel, one set of prices and numbers
Whether you sell at the register, by wholesale invoice, through a sales rep or in your e-store app, Platinum ERP records the sale once, with the same items, prices and offers. Stock, customer balances, accounting entries and e-invoicing follow automatically, and management sees sales by branch, cashier, item and customer as they happen.
What the sales module covers
Quotations, orders and invoices
Cash and credit sales invoices, quotations and sales orders that turn into invoices with one step, printed in Arabic and English.
Price lists and promotions
Retail, wholesale and special-customer price lists, quantity offers and time-limited promotions, defined once and applied at every register and in the e-store.
Customer accounts and credit
Credit limits and due dates per customer, with a warning before an invoice exceeds the limit, and the account statement available to the salesperson.
Returns
Sales returns against the original invoice, with stock, the customer balance and the tax credit note updated together.
Sales reps and routes
Sales per representative and per area, with visits and follow-ups recorded in the Platinum CRM app.
Sales analytics
Sales and profit by branch, cashier, shift, item, category and customer, fastest and slowest movers, and comparisons between periods.
From quotation to cash
Quotation
Prepared from the customer's price list and sent in minutes.
Order
The approved quotation becomes an order and reserves the stock.
Invoice
The order is invoiced, tax is calculated and the invoice is submitted to JoFotara.
Delivery
Quantities leave the warehouse and the customer balance is updated.
Collection
The receipt voucher closes the invoice and updates cash and receivables.
Connected to the rest of Platinum
- Point of sale: retail sales at the register use the same prices and offers. See Point of Sale.
- Inventory: every sale deducts stock in the right warehouse. See Inventory.
- Accounting: revenue, tax and receivables are posted automatically. See Accounting.
- CRM: leads and follow-ups before the sale. See CRM.
- E-store: online orders arrive as sales with the same items and prices. See E-Store Apps.
Questions about Platinum sales
Can I have different prices for wholesale and retail customers?
Yes. Each customer or customer group can be linked to its own price list, and the right price appears automatically on the invoice.
Do promotions apply at the register too?
Yes. Offers are defined once in the system and reach the registers, the scales and the e-store app.
Are sales invoices sent to JoFotara?
Yes. Tax invoices and credit notes are submitted to the JoFotara national e-invoicing platform from the system. See the JoFotara page.
Can I stop an invoice when a customer exceeds the credit limit?
Yes. The system warns or blocks the invoice according to the permission given to the user.
Talk to First Solution
Tell us your type of business and number of branches, and we will show you this part of Platinum on data similar to yours. Phone/WhatsApp +962 77 924 6666, First Solution For Software, Amman.