TradeX Sales Software for Connected Customer Operations
Connect customer data, CRM, quotations, sales orders, channel partners, territories, stock promise, credit, fulfilment, reporting and field sales in governed workflows. Every page below explains the operating records, controls, measures and implementation evidence to validate.
Explore All TradeX Sales Pages
Choose the workflow or decision area you need to evaluate. Each page includes practical capabilities, roles, implementation steps, measures, controls, glossary definitions and FAQs.
Sales Order Process
Control order capture, validation, pricing, credit, stock promise, fulfilment and closure.
Explore page → 02ReportingSales Dashboard
Review governed revenue, margin, pipeline, orders, receivables and exceptions.
Explore page → 03AnalyticsSales Analytics
Analyse customer, product, territory, channel, conversion and margin evidence.
Explore page → 04Channel salesDistributor Management
Connect distributor onboarding, territories, schemes, claims, orders and collections.
Explore page → 05Channel salesDealer Management
Govern dealer networks, quotations, orders, schemes, support and performance.
Explore page → 06Sales planningTerritory Management
Maintain territory, account, salesperson, channel and target responsibility.
Explore page → 07PlanningSales Forecasting
Build versioned forecasts from pipeline, orders, history and approved assumptions.
Explore page → 08CRMCRM Guide
Define customer workflows from lead and opportunity through order and service.
Explore page → 09Customer operationsCustomer Management
Create one governed customer record for identity, terms, credit and transactions.
Explore page → 10CommercialQuotation Management
Control costing, pricing, approval, revision, validity and order conversion.
Explore page → 11CRMSales Pipeline
Govern stages, opportunity value, probability, activity, forecast category and outcomes.
Explore page → 12AutomationSales Automation
Automate approved routing, reminders, validation, status and workflow handoffs.
Explore page → 13AI-assisted salesAI Sales Assistant
Support grounded summaries, draft responses and next-action suggestions under review.
Explore page → 14Finance controlCredit Control
Connect credit limits, receivables, orders, holds, overrides and collection evidence.
Explore page → 15Order workflowOrder Management
Coordinate multichannel orders, allocation, fulfilment, billing, returns and closure.
Explore page → 16Self-serviceCustomer Portal
Give authorised customers access to orders, deliveries, invoices, returns and cases.
Explore page → 17MeasurementSales KPIs
Define and reconcile sales measures with consistent formulas, scope and cutoffs.
Explore page → 18ReportingSales Reports
Publish reconciled sales, order, margin, customer, territory and exception reports.
Explore page → 19Digital commerceDigital Sales
Connect digital channels, catalogues, orders, payment references and fulfilment.
Explore page → 20Field salesMobile Sales
Support governed field visits, quotations, orders, collections and offline recovery.
Explore page →Review TradeX Sales with Your Business Scenarios
Bring representative customer, quotation, order, credit, fulfilment and reporting cases. Quantbit will map the data, roles, exceptions, controls and pilot evidence.