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erp-sales

Manage ERP sales pipelines, CRM, quoting, contracts, orders, and receivables.

Updated Aug 27, 2026
Search Tags:#sales#crm#pipeline management#accounts receivable#contract management#erp#quoting
One-click install
npx skills add https://github.com/vctplatform/vct-erp --skill erp-sales
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: erp-sales
Source: https://github.com/vctplatform/vct-erp/tree/main/vct-erp/.agents/skills/erp-sales
Command: npx skills add https://github.com/vctplatform/vct-erp --skill erp-sales

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill addresses the complexities of managing the entire sales lifecycle, from lead generation and pipeline management to customer relationship management, quoting, contracting, order processing, and accounts receivable.

Core Features & Use Cases

  • Sales Pipeline Management: Track opportunities through various stages (Prospecting, Qualification, Proposal, Closing) with defined probabilities and actions.
  • CRM & Customer Management: Categorize and manage customer relationships based on tiers (VIP, Gold, Silver, Standard) and track their journey.
  • Quoting, Contracting, and Orders: Facilitate the creation of quotes, manage discounts, generate contracts, and track order statuses.
  • Accounts Receivable: Monitor and manage outstanding invoices, track aging of receivables, and handle payment follow-ups.
  • Sales KPIs & Reporting: Define and track key performance indicators for sales teams to measure performance against targets.

Quick Start

Use the erp-sales skill to generate a sales quote for a new customer with a 10% discount.

Frequently Asked Questions about erp-sales

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I manage an ERP sales pipeline from lead generation to closing?▼

Managing an ERP sales pipeline involves tracking opportunities through defined stages like Prospecting, Qualification, Proposal, and Closing with set probabilities and actions to streamline the entire B2B/B2C process.

Can I generate sales quotes and apply discounts within an ERP system?▼

Yes, ERP sales management allows you to generate quotes, apply discounts, and facilitate contracting by utilizing structured workflows that track order statuses and connect to accounts receivable.

What is the best way to track accounts receivable and aging invoices for sales orders?▼

Tracking accounts receivable requires monitoring outstanding invoices, tracking the aging of receivables, and handling payment follow-ups directly within the ERP sales workflow to ensure proper revenue collection.

How do I measure sales team KPIs and report on B2B customer relationships?▼

Measuring sales team KPIs involves defining key performance indicators and tracking them against targets, while categorizing customer relationships into tiers like VIP, Gold, Silver, and Standard to monitor their journey.

Does ERP sales management support defined roles and permissions for sales personnel?▼

Yes, ERP sales management supports defined roles and permissions for sales personnel, ensuring structured workflows and secure access control across quoting, contracting, and accounts receivable processes.

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