Atracio allows you comprehensive, automated, and customizable management of your entire sales process from creating quotes to collecting payments, with a comprehensive view of the evolution and distribution of your turnover.
Automatic generation of summary reports
Quickly and automatically generate all your summary statements and reports of your turnover, sales journals, receipts, and customer balances segmented by date, item, currency, customer, or subsidiary.
Profile Customization
Assign billing profiles to each customer: credit limit, default discount, commercial assignment, currency, billing and shipping addresses, as well as the format and language of commercial documents (quotes, invoices, and delivery notes).
Proactive payment management
Keep an eye on your customer accounts segmented by payment status: received, submitted, paid or bounced. Don’t miss any payment reminders with real-time tracking of your receivables and automated due date alerts to better manage your cash flow.
Simplified document management
Generate quality customer documents with ease by automatically converting quotes into invoices and/or delivery notes, and automatically cloning existing templates to create new ones.
The Atracio Difference
Boost your sales function with Atracio
Mutualized Operations
A shared flow between your sales module and your WMS for better planning.
Customers Spotlight
360° view on each of your clients with full history of quotes, orders, sales, invoices, delivery notes, etc.
Documents Sharing
Quickly share all your sales documents by email or WhatsApp directly from Atracio.
Dynamic Dashboard
A comprehensive view of all key indicators of your sales management.
Intuitive Editor
Easily respond to your clients' sales requests with the intuitive invoncing editor.
Complete Repository
Make simple and fast decisions by relying on a multi-criteria search and validation engine.
Turn your warehouses, fleet, and assets into a competitive advantage, not just a cost.