What this area does
Sales & Contract Management turns CRM or direct customer demand into a controlled commercial flow. Teams can prepare quotations, capture customer PO or LOA, generate sales orders, record delivery, issue invoices, collect receipts, and then manage the active contract lifecycle with obligations, amendments, documents, and renewal risk.
What Sales & Contract Management supports now
Sales & Contract Management supports quotation-to-cash plus contract lifecycle: quotations, PO/LOA, sales orders, deliveries, invoices, receipts, approvals, print views, contracts, obligations, amendments, documents, and renewal reminders.
Available Now
- Sales dashboard
- Customer quotations
- PO/LOA capture
- Sales orders
- Delivery records
- Sales invoices
- Receipts
- Approval settings
- Printable documents
- Contract lifecycle
- Obligations
- Amendments
- Document uploads
- Renewal reminders
Recommended Next
- Recurring billing
- Contract clause library
- E-signature integration
- Customer portal quotation acceptance
Every major capability explained
Use this as a plain-language specification for what the Sales & Contract Management area supports.
Customer Quotation
Create quotations from CRM opportunities or direct customer requests with customer, contact, project, validity, line items, totals, approval status, and printable output.
Customer PO / LOA
Capture the customer confirmation document after quotation acceptance, including PO or LOA reference, document date, value, effective period, and remarks.
Sales Order and Delivery
Generate internal sales orders from confirmed customer PO or LOA records, then create delivery records and delivery notes when goods or services are delivered.
Sales Invoice and Receipt
Generate sales invoices from delivery records and record customer receipts, with links into Accounting AR documents and payment records.
Approval and Print Controls
Configure approval thresholds for quotations, sales orders, and invoices, prevent duplicate downstream records, and print quotations, sales orders, delivery notes, invoices, and receipts.
Contract Lifecycle
Create contracts from accepted PO or LOA records or manually, track status, start and end dates, owner, renewal notice date, obligations, amendments, uploaded documents, and expiry reminders.
How to use this feature area
Follow these steps when setting up or operating this part of ERPMY.
Create a quotation from a CRM opportunity or direct customer request.
Send, approve where required, and accept or reject the quotation.
Capture customer PO or LOA after the quotation is accepted.
Generate the sales order, create delivery, issue invoice, and record receipt.
Create or activate the customer contract and monitor obligations, amendments, documents, and renewal dates.