SALES
114 features
Sales
Order-to-cash. Revenue momentum.
Manage sales orders, pricing, and fulfillment with end-to-end visibility.
114
Capabilities
Pricing
Control
Fulfillment
Aligned
Why NexliOne
Engineered by ERP teams with 20+ years of enterprise delivery
Engineered by ERP teams with 20+ years of large-scale delivery across front-end, back-end, and business operations. NexliOne eliminates implementation and maintenance lock-in at scale.
Zero Implementation Cost
Free onboarding and configuration. No long consulting projects or surprise fees.
Minimal Maintenance
No extra hires required. Updates, security, and reliability are handled with you in mind.
All Advanced Features Included
Automation, analytics, and integrations are standard, not add-ons.
Start with One Module or All
Adopt exactly what you need now and scale to the full suite when you are ready.
114 Features Implemented
Search All Sales Capabilities
Every feature below is fully implemented and production-ready. Search or filter to find exactly what you need.
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Showing 114 features
Order Lifecycle Management
Complete draft-to-close workflow with submission, approval, release, allocation, and fulfillment status tracking plus cancellation and archival capabilities.
Multi-Dimensional Status Tracking
Independent tracking of order workflow status, payment status, and fulfillment status with per-dimension blocking reasons and computed effective status.
Comprehensive Hold System
Ten hold types (credit, fraud, QC, compliance, customer request, management, inventory, address, payment, manual) with severity levels, auto-release scheduling, and escalation management.
Order Line Details
Full line-level control with lot/serial tracking, per-line delivery dates, warehouse assignments, drop ship flags, and independent fulfillment quantity tracking.
Order Source Tracking
Track order origins from manual entry, quote conversion, EDI 850, API, or ecommerce with external references, channel metadata, and idempotency for duplicate prevention.
Order Revision Management
Formal change request workflow for submitted orders with detailed diff tracking, approval/rejection routing, and complete revision history with snapshots.
Credit Check Integration
Automatic credit evaluation on submission with configurable hold application, authorized override capability, and detailed results including limit utilization and AR aging.
Order Cloning & Templates
Duplicate existing orders for repeat purchases with one click, streamlining recurring customer transactions.
Multi-Tier Price Lists
Base, promotional, contract, and customer-specific price lists with priority system, effectivity dating, and multi-currency support.
Customer-Specific Pricing
Direct price assignments to customers, customer group price list assignments, and time-bound contract pricing with quantity commitment tracking.
Intelligent Price Calculation
Hierarchical lookup (Contract → Customer → Price List → Base) with volume-based quantity breaks and real-time calculation for any item/customer/quantity.
Pricing Explainability
Detailed breakdown of applied pricing rules, discount sources, and price origins so sales reps can explain any price to customers with full transparency.
Pricing Snapshots & Audit Trail
Freeze pricing at quote or order creation with override tracking, reason documentation, and complete pricing history for billing dispute resolution.
Customer Master Data
Comprehensive B2B and B2C customer profiles with lifecycle stage tracking, account classification, industry codes, and wallet share monitoring to identify growth opportunities.
SAP-Style Partner Functions
Flexible partner function assignments including Sold-To, Ship-To, Bill-To, Payer, and End User parties with many-to-many relationships and effectivity dating for complex B2B arrangements.
Customer Hierarchies
Multi-level parent-child relationships supporting corporate groups with consolidated billing, shared credit limits, and intercompany flagging for transfer pricing.
Credit Management
Real-time credit limits with A/B/C/D/F risk grading, three-tier hold system, external credit bureau integration, payment performance scoring, and credit insurance tracking.
Address Management
Multiple billing and shipping addresses per customer with tax jurisdiction assignment, delivery instructions, geolocation for routing, and effectivity dating for seasonal locations.
Contact Management
Role-based contacts (AP, AR, shipping, sales, technical) with communication preferences, portal access management, social profiles, and individual GDPR consent tracking.
Document Management
Centralized storage for contracts, NDAs, certificates of insurance, and agreements with version control, digital signatures, auto-renewal flags, and expiration alerts.
Tax Certificate Management
Track resale, exempt, agricultural, government, and nonprofit certificates with jurisdiction-specific exemption rules, verification status, and automatic expiration enforcement.
Customer 360 Dashboard
Single-view customer intelligence showing lifetime value, YTD sales, AR aging, open orders, 12-month sales trends, top products, and complete activity timeline.
Compliance & Regulatory
GDPR consent tracking, KYC verification, AML screening, sanctions checking, CBAM registration for EU compliance, and 1099 reporting flags for full regulatory coverage.
Configurable Invoice Policies
Trigger invoicing on ship, on delivery, at milestone, or manually with partial invoicing and shipment consolidation options.
Automatic Invoice Generation
Create invoices based on policy triggers with reconciliation to verify invoiced amounts match shipped quantities.
Invoice Visibility
View all invoices linked to orders with status tracking, aging analysis, and payment application visibility.
Milestone Tracking
Complete visibility from order received through released, allocated, picking, packing, shipped, to delivered with line-level progress tracking.
Shipment Creation
Plan shipments with carrier and service selection, warehouse routing, split shipment support, and special delivery instructions.
Exception Management
Handle short picks, damaged goods, address validation failures, carrier exceptions, customs holds, and refused deliveries with resolution workflows.
Carrier Tracking Integration
Track shipments through label created, picked up, in transit, out for delivery, and delivered with tracking numbers and URLs for major carriers.
Proof of Delivery Capture
Record actual delivery dates with signature capture, signature images, and delivery photos for dispute prevention.
Drop Ship Management
Link sales orders to vendor purchase orders with status tracking through pending, ordered, shipped, received, and invoiced states.
Comprehensive Term Types
Net terms, end-of-month terms, early payment discount terms (2/10 Net 30), installment terms, milestone terms, and prepaid/COD options.
Payment Schedule Generation
Automatic calculation of payment due dates, early payment discount amounts and deadlines, and multi-payment installment breakdowns.
Terms Analysis
Calculate annualized cost of early payment discounts and parse natural language terms for easy configuration.
Hold Requirements
Require deposits, full payment, or payment authorization before order processing or fulfillment.
Payment Recording
Record payments against hold requirements with automatic hold release when payment thresholds are met.
Ship Authorization
Block shipment until payment holds are satisfied with clear messaging on blocking reasons.
Comprehensive Payment Status
Track payment status at order and invoice level including not invoiced, unpaid, partial, paid, and overpaid states.
Payment Application Tracking
See which payments applied to which invoices with early payment discount tracking and payment summaries.
Aging Analysis
Current, 1-30, 31-60, 61-90, and 90+ day aging classifications for receivables management.
Multi-Jurisdiction Support
Calculate taxes across state, county, city, and special district jurisdictions with effective dating and GL account mapping.
Real-Time Calculation
Instant tax calculation for order lines with line-level taxable amounts, rates, and tax amounts plus summary aggregation.
Exemption Handling
Automatic application of customer tax certificate exemptions with jurisdiction matching and expiration enforcement.
Versatile Promotion Types
Percentage off, fixed amount, buy-X-get-Y, tiered discounts, bundle pricing, free shipping, and free item promotions for maximum flexibility.
Targeted Promotion Scope
Apply promotions globally or restrict to specific items, categories, customers, customer groups, or price lists for precise targeting.
Configurable Conditions
Minimum quantity thresholds, minimum order value requirements, date ranges, usage limits, and optional promotion codes for activation.
Combinability Controls
Define which promotions can stack with others, priority ordering, and approval requirements before use.
Promotion Analytics
Track usage counts against limits, monitor total discount given, and analyze order count to measure promotion effectiveness.
Real-Time ATP Checking
Instant visibility to on-hand, allocated, reserved, and available quantities across all warehouses with incoming supply from POs, work orders, and transfers.
Time-Phased Availability
ATP by date showing cumulative availability over time for accurate delivery date promising.
Global Order Promising
Multiple sourcing strategies (single warehouse, multi-warehouse, nearest, lowest cost, fastest delivery) with automatic best warehouse selection.
Split Fulfillment Planning
Intelligent recommendations for splitting orders across warehouses with backorder identification and substitute item suggestions.
Allocation Management
Create allocation intents to reserve inventory with priority assignment, lot/serial selection, and status tracking through fulfillment.
Confidence Scoring
0-100 confidence scores for fulfillment likelihood with alternative plan comparison for cost/speed trade-offs.
Charge Categories
Shipping, handling, discount, surcharge, fee, and other charge types with fixed, percentage, weight-based, or tiered calculations.
Automatic Application
Configure default charges that auto-apply to orders with GL account mapping for proper revenue allocation.
Reconciliation Tools
Verify order totals, detect calculation discrepancies, and ensure charges carry through properly to invoices.
Long-Term Agreement Setup
Configure blanket agreements with customer, date range, total value, and terms with price protection for the contract duration.
Scheduled Release Management
Generate sales orders against blanket agreements with min/max release quantity enforcement and automatic release scheduling.
Commitment Tracking
Monitor released vs. remaining contract quantities and values with expiration management and renewal options.
Flexible Schedule Configuration
Daily, weekly, biweekly, monthly, quarterly, and annual frequencies with specific day selection and advance generation for delivery lead time.
Automated Order Generation
Complete order templates with lines, addresses, and terms that automatically generate and optionally confirm orders on schedule.
Schedule Control
Pause, resume, complete, or cancel recurring schedules with visibility to orders due for generation in the next 7 days.
Automatic MTO Detection
Identify items with BOM and routing that qualify for make-to-order when ATP is insufficient.
Production Order Triggering
Automatically create work orders for MTO quantities with WO tracking linked to sales order lines.
Status Synchronization
Real-time work order status updates flowing back to sales orders with expected completion dates from production.
Flexible Rate Calculation
Flat rate, weight-based, zone-based, value-based, and free shipping methods with configurable thresholds and tier structures.
Carrier Service Mapping
Link delivery methods to carrier services with estimated transit times and automatic tracking URL generation.
Free Shipping Thresholds
Configure order value minimums for free shipping qualification to encourage larger orders.
RMA Types
Return for credit, return for replacement, and warranty claim processing with appropriate workflows.
Complete RMA Workflow
Draft through approval, receipt, inspection, and closure with return reason codes and expiration dating.
Inspection & Disposition
Track inspection findings, assess condition (new to defective), and determine disposition (restock, scrap, quarantine, return to vendor, refurbish).
Credit Calculation
Automatically calculate credit amounts based on condition assessment and restocking fee policies.
Credit Types
Issue credits for returns, allowances, pricing adjustments, defective products, and warranty claims.
Flexible Processing
Create from RMA, order, or standalone with itemized credit lines, restocking fee deductions, and return shipping handling.
Credit Application
Apply credits to open invoices or process refunds with approval workflow before processing.
Dispute Categories
Track pricing disputes, quantity discrepancies, quality issues, duplicate billing, missing POD, returns, and shipping charge disagreements.
Resolution Workflow
Create disputes against invoices or orders with assignment, investigation tracking, and resolution documentation.
Resolution Types
Close disputes via credit memo, write-off, customer payment, invalid determination, or replacement.
Progressive Dunning
Five-level dunning progression with configurable collection stages and escalation rules.
Activity Tracking
Log collection calls, emails, and letters with outcomes and payment promise tracking.
Collection Prioritization
Aging-based prioritization with total overdue amounts, invoice counts, and next action recommendations.
Multiple Proforma Types
Support deposit requests, milestone billing, prepayment requirements, and preliminary estimates.
Complete Lifecycle Management
Track proformas from draft through sent, partially paid, paid, converted to final invoice, or expired/cancelled.
Deposit Application
Record deposits against proformas and apply to final AR invoices with balance tracking.
Flexible Commission Rules
Calculate commissions on revenue, margin, profit, quantity, or flat amount with triggers on order, ship, invoice, or payment.
Tiered Commission Structures
Progressive rates at value thresholds with rate configuration by percentage or fixed amount.
Commission Scope Control
Apply rules to specific reps, customers, products, categories, or territories for precise commission modeling.
Commission Splits
Allocate commissions across primary, overlay, manager, and team roles with configurable split percentages.
Payout Processing
Batch commissions for payroll with status tracking, approval workflows, adjustment handling, and comprehensive reporting.
Outbound EDI Documents
Generate EDI 855 (PO Acknowledgment), EDI 856 (Advance Ship Notice), and EDI 810 (Invoice) with control number management.
Inbound EDI Processing
Parse incoming EDI 850 purchase orders with validation and automatic sales order creation.
Trading Partner Management
Configure partner IDs, endpoints, and transmission settings with queue management and retry handling for failed transmissions.
Acknowledgment Tracking
Monitor 997/999 functional acknowledgment status with error logging and resolution workflows.
Multi-Format Support
Generate e-invoices in Peppol BIS, UBL 2.1, ZUGFeRD, and Factur-X formats for regulatory compliance.
Network Submission
Submit invoices to national and regional e-invoicing networks with recipient identification via PEPPOL IDs.
Status Tracking
Monitor submission through delivered and acknowledged states with retry management for failed submissions.
Secure Acceptance Links
Generate time-limited acceptance URLs for quotes and orders with status tracking through pending, accepted, expired, and revoked.
Signature Capture
Support click-to-sign, drawn, typed, and certificate-based signatures with evidence collection (IP, user agent, geolocation).
Legal Defensibility
SHA-256 document hashing, complete audit trails, and signature verification for legally binding electronic signatures.
Self-Service Payment
Generate secure payment URLs for invoice payment, deposits, and order prepayment with automatic expiration.
Payment Security
Customer identity verification before payment with rate limiting to prevent brute force attempts.
Multiple Payment Methods
Accept card, bank transfer, and check payments with idempotent confirmation to prevent duplicates.
Account Dashboard
Customer self-service access to credit limits, balances, open invoices, and account summaries.
Order Management
View order history with status tracking, shipment tracking, and invoice download capabilities.
Self-Service Returns
Customers can initiate RMA requests online without contacting support.
Data Anonymization
Anonymize customer PII, order addresses, contacts, and invoice billing information with preview mode before execution.
Retention Policies
Configure retention periods by data type with scheduled enforcement and choice of archive vs. delete.
Compliance Audit Trail
Complete logging of all privacy operations for regulatory audit evidence and GDPR/CCPA compliance documentation.
Core Performance Metrics
Track order cycle time, OTIF (On-Time In-Full) percentage, fill rate, backorder rate, DSO, dispute rate, and return rate.
Volume Tracking
Monitor total orders, shipped orders, backlog orders, and revenue with period-over-period comparison.
Operational Queues
Real-time visibility to orders awaiting release, orders on hold, late shipments, overdue invoices, and open disputes.
Trend Analysis
Daily trend charts for revenue, orders, OTIF, and DSO to identify patterns and drive continuous improvement.
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Convert demand into predictable revenue.
Run order-to-cash on a single, connected platform.