Professional proformas. M-Pesa payment link. Auto-converts on payment. KRA eTIMS receipt.
Get a Free DemoFrom quotation to receipt — a complete, integrated sales workflow
Create professional, branded quotations for customers in seconds using product catalogue pricing with configurable discounts. BetaSuite tracks quotation status — sent, viewed, accepted or expired — and sends follow-up reminders automatically. When a customer accepts, the quotation converts to a confirmed sales order with one click, automatically reserving stock and triggering the fulfilment process without any duplicate data entry.
Process sales orders from any source — direct from a customer, converted from a quotation, imported from the MarketGo field sales app or entered from an online enquiry. BetaSuite validates stock availability, customer credit limits and approved pricing before confirming the order. Confirmed orders trigger warehouse picking, delivery scheduling and KRA invoice generation — all in an integrated workflow that reduces order-to-delivery time significantly.
Set monthly sales targets by rep, branch, product category or customer segment and track actual performance against targets in real time. Sales dashboards update as orders are confirmed — not just when invoices are raised — so reps and managers have live pipeline visibility throughout the month. Performance reports feed into commission calculations and quarterly performance reviews without requiring any manual data compilation.
Every customer has a complete account record showing their purchase history, outstanding invoices, credit balance, credit limit, payment terms, assigned sales rep and communication history. Accounts receivable aging shows exactly what is owed and for how long. Credit holds are applied automatically when customers exceed their limit, requiring sales manager approval before any new orders are processed for that account.
Maintain multiple price lists for different customer tiers — retail, wholesale, distributor and government contract pricing. Assign each customer to the correct price list and BetaSuite applies it automatically at every sales touchpoint. Manage promotional discounts with validity periods, quantity thresholds and customer eligibility rules — ensuring your sales team applies the right price every time without needing to check a spreadsheet.
Convert confirmed sales orders to delivery notes, assign vehicles and drivers, schedule delivery times and track fulfilment status in real time. Partial deliveries are tracked against the original order. Proof of delivery is captured digitally by the driver and attached to the order record. Customers receive automated SMS or WhatsApp notifications at each stage — dispatched, in transit and delivered — reducing inbound customer service calls dramatically.
Process customer returns through a structured workflow — return authorisation, goods inspection, stock update and credit note issuance — all documented in BetaSuite. Credit notes are applied against the customer's next invoice or refunded as agreed. KRA eTIMS credit notes are submitted automatically as required. Return analytics show which products have the highest return rates — a signal worth investigating for quality, description accuracy or expectation-setting issues.
Generate KRA-compliant tax invoices from sales orders or delivery notes with one click. Invoice payment terms, due dates and aging are tracked automatically. Automated WhatsApp and SMS payment reminders go to customers at configurable intervals before and after the due date. Collections are posted against specific invoices and the customer's aging clears immediately — reducing the reconciliation work that typically accompanies manual payment matching in busy accounts offices.
From customer enquiry to receipt — a seamless, integrated sales flow
Create a quotation from the customer's enquiry. Track its status and follow up automatically. When accepted, convert to a sales order in one click — stock is reserved, the fulfilment process starts and the customer receives a confirmation immediately.
The warehouse picks from the confirmed order. A delivery note is raised and assigned to a driver. The customer is notified of dispatch via WhatsApp. Proof of delivery is captured digitally at the customer's premises.
A KRA-compliant invoice is generated on delivery or at the agreed billing date. Payment reminders go automatically at configurable intervals. When payment is received via M-Pesa or bank, it is matched to the invoice automatically and the customer's account is updated.
Sales analytics show performance by rep, customer, product and branch. Commission calculations run from actual sales data. Management reports identify the customers and products driving growth — and those that need attention before they become a problem.
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