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Fill all Order-to-Cash Gaps
in Your Finance/ERP System

From customer acquisition and order management to billing and collections, the UniFi Sales solution automates your entire Order-to-Cash process.

UniFi helps you accelerate order processing, improve customer satisfaction, and increase operational efficiency. With real-time visibility of the sales process, you can make informed decisions that drive growth.

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Key Capabilities

Customer onboarding

With UniFi you can easily create and manage customer profiles, set credit limits for the customer and ensure a due diligence process is followed for each customer. 

You can perform checks and controls before you create the customer to ensure legal compliance.

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Quotations and pricing

Generate accurate quotations and get them approved in minutes.

UniFi can seamlessly pull items and their list prices from the relevant systems to automatically populate your quotations and even apply your corporate discount. 

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Sales Order Management

Efficiently create, send, and manage sales orders in one place with an integrated solution that automates the entire process from request to delivery. 

Deliver a seamless customer experience with real-time updates on the status of each order.

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Sales Invoicing

Never worry again about incorrect or late invoicing.

Manage sales invoices efficiently, automate your accounts receivable from beginning to end, and improve your collection rate while keeping your customers happy. 

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Inventory Management

Integrated inventory management ensures that you always have visibility of your stock levels. 

Automated workflows ensure that stock is replenished in a timely manner, minimising the risk of stockouts, and that overstocks are avoided. 

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Inventory Management S1-3

Know Your Customer (KYC)

The UniFi KYC solution enables you to onboard your customers quickly, ensure compliance with KYC requirements, and prevent fraud. 

With real-time visibility of customer data, you can quickly identify and take action against suspicious activity.

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  • Benefits :
  • UniFi Supplier Onboarding and Customer Onboarding App enabled a user to save 0.25 days per supplier/customer.
  • One organisation using the Sales Invoicing App saved 0.10 days per sales invoice
  • Improves customer satisfaction with fast and accurate order processing
  • Increases operational efficiency with best-in-class O2C automation
  • Improves decision-making with real-time visibility of the sales process
  • Reduces costs with automated and accurate invoicing
  • Minimises risks with integrated inventory management
  • Streamlines customer onboarding with automated KYC checks
  • Supports seamless integration with existing business systems
  • Designed to be fully configured and customised for any requirement - if you have a unique requirement please get in touch
  • Security, roles, and permissions approved by a Big Four audit
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Other Sales (O2C) Use Cases

If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in UniFi, please speak to our team and we’ll be happy to discuss your options

UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Autonomous Processes

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