B2B sales without e-mails, spreadsheets and retyped documents
DataFlows Sales is the sales platform for exporters and distributors. Customers and sales reps order from a private B2B shop, orders are validated by your rules, and delivery documents are generated from the same order.
- Private B2B shop, with terms for each customer
- Quotes with the day’s central bank exchange rate and price history
- Export documents generated from the order
Benefits
B2B orders still often arrive by e-mail, by phone or in an Excel file sent by the sales rep. Someone retypes them into the invoicing software, someone else prepares the transport documents, and the customer asks three times what stage the order is at.
DataFlows Sales puts the order’s whole journey in one place. The customer or the sales rep orders from the catalogue, on the terms set for them. The order is validated by your rules, and the delivery documents are generated from the same data and reach everyone who needs them automatically.
Three steps, from order to delivery documents
Every order has a clear status, and everyone involved sees the same thing: the customer, the sales rep, the office and the warehouse.
Placing the order
The customer orders straight from the B2B shop, or the sales rep places the order for them, within the configured limits.
Validation
A manager checks and approves the order, or it is validated by rules. The order then reaches the ERP and the warehouse.
Documents and delivery
The platform generates the accompanying documents and sends them to the customer, logistics and anyone else defined in the flow.
Quoting, orders and customer relationships
Everything a B2B sales department does day to day, linked to stock and to the invoicing software.
Quotes
Quotes are made from the catalogue, with the customer’s prices and terms, and go straight out by e-mail, with a PDF attached.
- Several currencies, with the central bank rate on the day of the quote
- Discounts per line and on the whole quote, with configured VAT rates
- The last price charged to the same customer for the same product, at hand
- PDF in Romanian or English, cloning and change history
- From the quote you issue the proforma, delivery note or invoice in the invoicing software
Orders and reservations
A confirmed order reserves stock, and the warehouse sees it immediately in the picking list.
- Stock reservation after advance payment, with an owner and a PDF document
- Physical, available, reserved and incoming stock, for every product
- Partial deliveries, with the rest of the order tracked until closed
- Allocation by batch and serial number, where needed
- Controlled import of orders from the ERP: preview, then confirm
Customers, CRM and reports
Each customer’s history sits next to their orders: interactions, quotes, documents, the responsible sales rep.
- Company details are filled in from the VAT number, via the tax authority’s register
- Leads, interactions and a sales calendar, with alerts for the next contact
- E-mail campaigns by customer segment
- Activity report per sales rep, compared with the previous period, with export
- Visibility by role: the sales rep sees their customers, the manager sees everything
Export documents, without manual copying
In export, the hard part isn’t the order but the paperwork that goes with it. We generate it from the same data and send it to everyone who needs it.
Works together with the software you have
Sales doesn’t replace your ERP or your invoicing software. It connects to them over API, EDI or files and keeps the data in sync.
Your software
Items, customers, prices and the fiscal documents issued. The invoice stays in the invoicing software.
DataFlows Sales
Catalogue, quotes, orders, validation and delivery documents, by customer and by sales rep.
DataFlows Depo
Stock reservation, route-based picking, loading and delivery, with scanning.
How we start
The duration depends on the size of the catalogue and the connections to the ERP. We give you a written estimate after the first conversation.
Current flow
You show us how orders come in today, who approves them and which documents go to the customer.
Catalogue and customers
We import products, customers and commercial terms from the ERP or from files.
Rules and documents
We configure the sales reps’ limits, order validation and document templates.
Go-live
We start with a few customers and sales reps, then open the shop to everyone.
Questions we hear often
Yes. Every customer gets access to the private B2B shop, with the catalogue and terms set for them. Their orders enter the same validation flow as those placed by sales reps.
Yes. Each customer can have separate contracts, and the sales rep sees only the set prices and terms. In quotes you also see the last price charged to the same customer for the same product.
Yes, over API, EDI or files, depending on what the software allows. The invoice stays in the invoicing software; the platform can issue it there straight from the quote or the order.
CMR, delivery note, packing list, declaration of conformity and quality certificate, from templates. If you need another document, we add it as a new template.
The central bank exchange rate is fetched automatically on the day of the quote. If it isn’t available, the last saved rate or a manually entered one is used, and the rate can appear on the document.
Yes. The activity report shows the quotes, orders and documents issued by each sales rep, compared with the previous period, with export to Excel.
Yes. With DataFlows Depo, a validated order reserves stock and appears immediately in the warehouse’s picking list.
In the DataFlows cloud, on an instance dedicated to your company, or on your own server, if you prefer.
Let’s talk about your process
Choose from many ready-to-run solutions or tell us about your specific scenario
