Home Titan Cement ERP Sales & CRM

Module Deep-Dive

Sales & CRM
Order to Project Transformation

From a dealer's first inquiry to a live production project — every step governed, credit-checked, and traceable in real time.

Sales Manager Sales Executive Zone Head Dealer Admin CFO

What Does the Sales & CRM Module Do?

In the cement industry, a sales order is not just a transaction — it is the trigger for a chain of events: credit verification, raw material availability check, production scheduling, and dispatch planning. The Sales & CRM module transforms every order into a live, governed project within seconds.

Finance gets a real-time credit gate: no order proceeds if the dealer's outstanding balance exceeds their credit limit. Production gets a capacity-aware queue. Logistics gets a dispatch schedule. And the sales team gets a single dashboard to manage everything — from follow-up calls to final invoice.

  • Credit-gated order entry prevents bad debt
  • Real-time stock check at point of order
  • Spot / counter sales with instant GST invoice
  • Zone and territory performance dashboards

Order-to-Project in 3 Steps

  1. Credit Check: System instantly checks dealer's credit limit and outstanding against Finance master. Auto-block if breached.
  2. Availability Confirmation: Real-time clinker / cement stock and production capacity checked before order confirmation.
  3. Project Creation: Confirmed order auto-creates a project ID, links to production planning queue, and notifies dispatch team.
Order Entry Credit Gate Project Launch GST Invoice

Four Workflows That Run the Sales Engine

Each workflow is a governed, system-enforced process — not a manual checklist.

Dealer Credit Management

Every dealer has a credit limit set by Finance. The system enforces it in real time — no overrides without CFO approval. Overdue alerts are sent at 80%, 90%, and 100% utilization. Beyond the limit, the account is auto-blocked and the dealer cannot place new orders until payment is received or limit is revised.

Auto-Block Overdue Alerts CFO Override

Order to Project Launch

Once an order passes the credit gate, the system checks real-time inventory and production capacity. If available, a unique Project ID is auto-generated. Finance is notified for advance collection if applicable. Production queue is updated. The order becomes a live project within the plant.

Stock Check Finance Gate Project ID Production Queue

Zone Performance Dashboard

Territory-wise sales targets are set monthly. Zone Heads see live actuals vs. targets broken down by dealer, SKU, and district. Scheme utilization and discount burn are tracked separately. Underperforming zones get automatic alerts to the Sales Manager for corrective action — no waiting for month-end reports.

Territory Mapping Target vs Actual Scheme Tracking

Spot / Counter Sales

Walk-in customers at the plant gate get instant service. The counter sales module generates a weighbridge-integrated invoice, calculates GST automatically, and records the advance payment — all within a single screen. The sale is reflected in inventory and Finance simultaneously, with zero manual journal entries required.

Quick Invoice Weighbridge Auto GST Instant Payment

Complete Feature Set

Every feature built specifically for the cement industry sales cycle.

  • Customer Master with GST & MSME classification
  • Dealer / Distributor hierarchy management
  • Order entry with real-time stock availability check
  • Credit limit enforcement with auto-block
  • Spot sale quick-invoice (counter & weighbridge)
  • Advance payment recording & receipt generation
  • Sales order amendment workflow with approval
  • Bulk order upload for large distributors
  • Zone & territory mapping with district codes
  • Sales target vs actual dashboard (daily / monthly)
  • Scheme & discount management with validity dates
  • CRM follow-up tracker with activity log
  • GST party classification (Regular / Composition / SEZ)
  • Tally ledger mapping for seamless export
  • Proforma invoice generation
  • Mobile app for field sales executive

Connected to Every Critical Department

The Sales module does not operate in a silo — it is the trigger for the entire plant operation.

Finance & Credit

Real-time credit gate prevents over-exposure. Finance approves credit limits and monitors AR aging. Advance receipts sync instantly.

Finance Module
Production / MES

Confirmed orders enter the production queue with priority. Production capacity is checked before order confirmation to avoid overpromising.

Production Module
Logistics & Dispatch

Dispatch schedule is auto-generated from confirmed orders. Vehicle assignments, weighbridge integration, and DO generation are fully automated.

Logistics
0%
Order-to-Project Conversion Rate
0
Avg Order Processing Time
₹0
Bad Debt on Credit-Limited Orders
0%
Reduction in Overdue Receivables

Ready to govern every sale from order to project?

See how Titan Cement ERP's Sales & CRM module eliminates bad debt and accelerates order-to-dispatch cycles. Live demo with your own data.