IFS Applications Sales

Logs interactions with customers, leads, and suppliers as business activities, and provides supporting tools such as a CRM panel, Representative 360 view, Outlook calendar sync, and a Teams app.

Covers delivering a customer order, from picking the goods and confirming delivery to approving exchanges raised under a complex repair order.

Tracks potential sales to a customer or prospect before firm quantities or delivery details are known, and lets confirmed opportunities be converted into sales quotations, service quotations, or sales contracts.

Handles returned components, capturing why a component was removed and determining the right repair routing for it.

Covers processing goods a customer sends back, from creating and approving or denying the return through to completing it and deciding whether items are returned to stock or scrapped.

Manages fees and rebates paid to commission receivers, such as agents or salespeople, by defining commission and rebate agreements and calculating the resulting amounts.

Provides sales follow-up and analysis tools spanning order statistics, consignment stock, job costing, Intrastat export reporting, customer part acquisition value, superseded part replacement, and order event history.

Creates and maintains agreements that define terms with a customer.

Registers a CRO (component repair) request and converts its lines into customer orders.

Generates invoices once goods on a customer order have been delivered, either automatically or manually, and supports advance, credit, rebate, and staged billing invoice types.

Maintains core customer master data, account contacts, and hierarchy, along with CRM, invoice, order, and payment settings for each customer.

Manages customer orders entered manually, covering confirmation, release, reservation, scheduling, configuration handling, and cleanup of related sales data.

Manages defense contracts, including item traceability requirements, RFID-tagged packaging, and supplier classification and goal tracking.

Manages sales quotations entered manually, letting sales teams enter and process quotations before they convert into customer orders.

Defines heavy maintenance contracts, their line items, and associated price agreements.

Tracks a customer's installed base of serviceable equipment, defined through models and service bills of material that generate structured service objects.

Authorizes and tracks returned or repaired units through Return Material Authorizations, recording serial numbers per line, tracking service objects, and managing linked warranties and contracts.

Plans, executes, and analyzes marketing campaigns aimed at customers and prospects.

Gives B2B customers a self-service platform for viewing product information, placing and changing orders, answering quotations, and reviewing invoices and consignment stock, including bulk orders, templates, and punchout integration.

Maintains sales pricing, price lists, warranties, pack size charges, and campaign pricing offered to customers.

Manages repetitive customer demand through long-term plan schedules and short-term call-off schedules, governed by a customer schedule agreement and typically received via EDI.

Defines contracts between a service provider and one or more customers, covering contract lines, invoice parameters, price agreements, quotations, and revisions.

Prepares, prices, and manages quotations for service work before it is initiated, converting accepted quotations into requests once approved.

Manages service level agreement commitments tied to requests, applying SLA templates and creating commitments manually when needed.

Defines reusable service level agreement templates and connects them to the entities they apply to.

Manages the process of applying for payment from customers for completed work, covering preparation, certification, invoicing, and matching of payments received.

Manages sales contracts through their full lifecycle, from responding to tenders and estimating costs through negotiation, revision, and completion, with financial control throughout.

Defines service contracts and the services they cover, and provides lobby views summarizing cost, revenue, and margin for tracking and invoicing.

Manages the estimating and bidding process using separate revision and version handling, so the scope of work and its pricing can each change independently across multiple offers to a customer.

Manages service requests and work tasks generated under service level agreements, using configurable SLA order templates and connections.

Creates and manages quotations for maintenance and service work across equipment types, letting different levels of work be combined on a single quotation.

Reviews rental activity after the fact, covering transaction and posting analysis and asset-level rental follow-up.

Manages support agreements with customers and the support keys used to entitle them.

Manages the rent-out process initiated from customer orders, covering customer returns and exchanges through to finalizing the rental, using shared rental basic data such as chargeable days, date exceptions, and rental modes.

Recurring Services covers setting up and preparing a program of recurring service visits and generating the service requests it produces.