Sales & CRM
From quotation to paid invoice, in your customer's language and currency.
The sales module runs quotation, order confirmation, delivery, invoice, credit note and dunning as one continuous document chain, directly linked to inventory, production and financial accounting. A shared master file combines customers, contacts, activities, sales opportunities and documents in a 360° view. The telephony integration shows which customer is calling the moment the phone rings.
CRQM covers the sales process from versioned quotations through sales order, order confirmation, delivery and invoicing to credit notes, advance payments, dunning and incoming payments. Every goods issue posting automatically creates a delivery note with the exact partial quantities posted, and every invoice creates the financial entries including the receivables open item. Posted line items are protected against subsequent deletion or reassignment; cancellations, settlements and status changes leave an audit trail down to the general ledger.
Each customer has a document language that controls document texts, PDFs, e-mail templates and the default label language. Amounts are kept in parallel in home and foreign currency, using official rates from the Polish National Bank and Swiss customs.
The CRM keeps customers, suppliers and other partners in one master file with an approval status. Contacts, activities with follow-ups, sales opportunities, bank details, call history and documents sit in a single detail view. The telephony integration resolves incoming calls against the customer master and shows them as a pop-up, with call routing based on presence data from time recording.
Functions at a glance
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Quotations with version controlNew version by copy, costing as a line item, PDF in the customer's document language (DE/EN/PL).
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Blanket orders and call-offsCall-off quantities are written back to the blanket order automatically; the agreed price applies at any quantity.
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Invoicing with QR-bill and KSeFSwiss QR-bill, Polish e-invoicing with offline queue, credit notes with automatic settlement.
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Three-level dunningDunning run by cut-off date with templates in the customer's language; payment behaviour report per customer.
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360° view with register lookupsContacts, activities, opportunities and documents per partner; Swiss UID and Polish NIP/REGON registers queried online.
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EDI and telephonyDelivery schedules per VDA 4905, dispatch advice per VDA 4913; caller pop-up from the customer master on ringing.
Highlights
What sets this module apart from typical SME solutions
Official register lookups for Switzerland and Poland
UID or VAT numbers are validated online against the Swiss federal UID register, Polish NIP numbers against the national business register; company name and address are taken over automatically. The Polish VAT whitelist check logs taxpayer status and bank account with a reference ID.
KSeF with offline queue
Invoices and credit notes of Polish sites are sent to the national e-invoicing platform automatically on posting. If the platform is unavailable, the invoice waits in a queue and is submitted later, including retrieval of the QR code and the official acknowledgement (UPO).
Intercompany without double entry
Documents between your own sites are linked at the moment of entry. An invoiced intercompany sales invoice is handed over to the partner site's document approval with one click; the counter-document is created automatically.
Blanket orders with documented expiry
Call-offs take the agreed blanket price regardless of quantity. Remaining quantities not called off can be closed as expired with a per-line preview; the originally agreed quantity remains traceable.
EDI per VDA
Customer delivery schedules per VDA 4905 are imported and assigned via the EDI identification; dispatch advices per VDA 4913 are sent to the customer by scheduled job. Schedule and delivery history are updated per customer.
Telephony inside the ERP
When the phone rings, the recognised customer appears as a pop-up linked to the detail view. Call routing takes absence, presence and shift plan from time recording into account; voicemails appear as a document list in the ERP.
Official exchange rates and QR-bill
Rates of the Polish National Bank (NBP) and Swiss customs (BAZG) are loaded automatically per posting date. Swiss invoices receive the QR-bill as an additional page with QR-IBAN and QR reference.
Protection of posted line items
Line items with a posted goods issue can be neither deleted nor reassigned to another article. Goods issue reversals restore the stock lots and create reversal entries with an audit note.
Frequently Asked Questions
Can we issue quotations and invoices in the customer's language?
Yes. Each customer has a document language (German, English or Polish). It controls the quotation PDF, order confirmation, invoice, delivery note, e-mail templates and text modules. Article descriptions are taken from the multilingual article master, customer-specific order texts with language fallback.
How are blanket orders and call-offs handled?
The blanket order is a separate order type. Call-off orders are created at the push of a button, receive their own document number and take the agreed blanket price regardless of quantity. Called-off quantities are written back to the blanket order per line item automatically, and remaining quantities can be closed with documented expiry.
What happens when a customer does not pay?
The dunning run by cut-off date groups overdue items per customer and advances three dunning levels automatically; items flagged as waiting and items reminded recently are skipped. The reminder is sent by e-mail with a template in the customer's language and all invoice PDFs attached. A payment behaviour report shows agreed payment terms versus actual payment per customer.
See the module applied to your own processes
In 30 minutes, online or on site, we show you how CRQM maps your workflows without media breaks.
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