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How Back to back sales process works
Back-to-Back Equipment Sales Process What is Back-to-Back Sales? Back-to-Back Sales is a sales process where: The dealer first gets a confirmed order from the customer and then purchases that specific machine from the OEM (manufacturer). In simple ...
How To Create Quote (Equipment Quote )
Equipment Quote What is a Quote? A Quote is a sales proposal generated against a customer Lead. It contains the equipment details, pricing, FOC items, and commercial terms offered to the customer. The Quote document helps the sales team provide a ...
Proforma Invoice
Proforma Invoice What is a Proforma Invoice? A Proforma Invoice is a preliminary bill or estimated invoice issued to the customer before the actual sale is completed. It provides details of the equipment, attachments, pricing, taxes, and commercial ...
How Direct Sale Process Works
Direct Sale Process Overview The Direct Sale Process is used when the Original Equipment Manufacturer (OEM) supplies and invoices the equipment directly to the customer. The dealer manages the customer enquiry, quotation, Proforma Invoice, COA ...
How Stock and Sale Process Works
Stock and Sale Process Overview The Stock and Sale Process is used when the equipment required by the customer is already available in the dealer’s inventory. The dealer manages the complete customer enquiry, quotation, Proforma Invoice, COA ...