Quotes can enforce options, dependencies, pricing, and approvals.
- Configuration rules
- Option dependencies
- Price waterfall inputs
- Quote approval workflow
SLS 10 feature areas
Sales Management.
From quote to cash, with the inventory and finance behind it current.
Accepted quotes become sales orders with less duplicate entry.
- Quote versioning
- E-signature handoff
- Sales order creation
- Line status tracking
Commercial rules stay controlled across currencies, customers, and channels.
- Customer and contract pricing
- Multi-currency support
- Discount approvals
- Promotion and rebate fields
Sales promises use current inventory and supply availability.
- Available-to-promise checks
- Reservation creation from quote or order
- Backorder visibility
- Substitution suggestions
Orders stay visible from acceptance through pick, ship, invoice, and delivery.
- Allocation and pick status
- Shipment and tracking status
- Partial ship support
- Drop-ship workflow
Returns are tied to the original order, disposition, inventory, and credit flow.
- RMA creation and approval
- Return reason and disposition
- Credit memo handoff
- Re-ship or replacement support
Customer terms can flow from contract to quote and order.
- Contract reference on quote and order
- Payment and delivery terms
- Service-level and obligation notes
- Renewal and expiry visibility
Orders can originate from reps, portals, EDI, or external storefronts.
- Channel source tracking
- Customer portal order status
- EDI order ingestion handoff
- Connected order creation
Sales execution creates clean downstream financial records.
- Invoice-ready status
- Tax and currency handoff
- Credit status checks
- AR and revenue recognition inputs
Order, margin, fulfillment, and return trends are visible by customer and channel.
- Order backlog dashboards
- Gross margin by order and customer
- Return rate and reason analysis
- Sales performance by rep, region, and channel
SLS FAQ
Sales Management — questions buyers actually ask.
Does NexliOne Sales include CPQ capabilities?
NexliOne is designed to support this workflow. CPQ-class configure-price-quote can handle option dependencies, pricing rules, and approval routing. Configurations can carry into sales orders, and ATP can be checked before a quote is committed.
How does available-to-promise (ATP) work in NexliOne sales orders?
ATP uses current on-hand, reservations, and scheduled receipts. Quotes and orders can use the same ATP context so availability decisions are easier to review through fulfillment.
Can NexliOne Sales manage drop-ship and backorder workflows?
NexliOne is designed to support this workflow. Drop-ship orders can route to suppliers with configured fulfillment status and customer-facing tracking. Backorder management can release reservations on a defined cadence so the remaining order queue keeps moving.
Does NexliOne Sales support multi-currency and multi-tax pricing?
NexliOne is designed to support this workflow. Multi-currency and multi-tax can be supported on quotes and orders, with approval workflows and e-signature on the quote. Currency revaluation requirements are scoped with financials during rollout.
How does NexliOne Sales handle returns (RMA) workflows?
RMA workflows can cover reason codes, disposition, credit memo issuance, and re-ship if applicable. Returns can read against the original order and update inventory, AR, and customer history based on the modules in scope.
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