Sales & Fulfillment
From Quote to Cash, Seamlessly
Manage the entire sales lifecycle from estimates and orders to shipping and returns -- all in one platform with integrated carrier label printing.
Request a DemoEvery order, every channel
managed in one place
Streamline your entire quote-to-cash workflow with integrated carrier shipping
Customer Management
360-degree view of client relationships, order history, credit limits, and payment terms in one unified profile.
Estimates & Quotes
Create professional quotes that convert directly to sales orders with one click, preserving all pricing and terms.
Order Processing
Centralized order management from all channels with real-time inventory allocation, backorder handling, and fulfillment tracking.
Payment Collection
Integrated payment processing with credit management, partial payments, and automated accounts receivable tracking.
Shipment & Labels
Pick, pack, and ship with built-in USPS, UPS, and FedEx label printing and automatic rate shopping across carriers.
Returns & RMA
Streamlined return merchandise authorization linked to original orders with automatic stock adjustments and credit processing.
Accelerate Revenue with Integrated Sales
Every step from first quote to final delivery, managed in one place.
Build complete customer profiles with order history, credit limits, payment terms, and communication logs.
- Customer-specific pricing and discounts
- Credit limit enforcement at order entry
- Complete order and payment history
Create professional estimates that convert to sales orders in one click with full pricing preservation.
- One-click quote-to-order conversion
- Version tracking and approval workflows
- Rule-based pricing engine
Process orders from all channels with real-time inventory checks, allocation, and fulfillment coordination.
- Multi-channel order intake (B2B, e-commerce, EDI)
- Real-time available-to-promise checks
- Backorder and partial shipment management
Manage customer payments with automated matching, partial payment handling, and AR aging reports.
- Automated payment matching to invoices
- Partial and split payment support
- Accounts receivable aging and tracking
Print carrier labels directly from the system with automatic rate comparison across USPS, UPS, and FedEx.
- Built-in USPS, UPS, and FedEx integration
- Automatic rate shopping and label printing
- Shipment tracking and delivery confirmation
Handle returns with full traceability back to the original order, automatic stock adjustments, and credit processing.
- RMA linked to original sales orders
- Automatic inventory restocking
- Credit memo and refund processing
"ianaiERP transformed our sales process. What used to take three systems and hours of manual work now flows seamlessly from quote to shipment in a single platform."
Sarah Mitchell
VP of Sales, Apex Distribution Co.
Ready to Accelerate Your Sales?
See how ianaiERP can streamline your entire quote-to-cash workflow and boost revenue.