Lead to Cash Solution
Bring sales through to payment together in one system
DigitechX links sales, stock, purchasing, accounting and management in one system, with real-time views of revenue, profit, stock and cash flow, cutting repeated work, reducing error and making decisions more accurate
Key Benefits
- See sales and stock in real time
- Link sales, stock, purchasing and accounting
- Cut repeated work and issue documents faster
Lead to Cash Solution
Connect every step from sale to payment in one system
DigitechX links sales, stock, purchasing, accounting and management in one system, with real-time views of revenue, profit, stock and cash flow, cutting repeated work, reducing error and making decisions more accurate
Key Benefits
- See sales, profit and stock in real time
- Link Sales, Inventory, Purchase and Accounting
- Cut repeated work and issue documents faster
Trading Pain Points
Problems trading businesses meet that owners may not notice at once
Stock Inaccuracy
Stock figures in the system do not match reality, so sales check the wrong numbers, delivery is late, or items are reordered unnecessarily
SKU Complexity
SKUs are hard to control. With many models, sizes and lots it is hard to tell what is really left, what sells well and what should be reordered
Cash in Stock
Cash tied up in stock. Too much sits in the warehouse without knowing which items move slowly, so cash stays locked in stock
Data Silos
Departments disagree on the numbers. Sales, warehouse, purchasing and accounting work from different data, so figures diverge and work slows down
Sales ≠ Cash
Sales grow but cash does not. Revenue rises while cash does not follow, because of overdue receivables, excess stock or costs higher than expected
Slow Closing
Closing the books is slow. Accounting has to gather data from several sources, so closing takes longer, costs are hard to verify and management sees the numbers late
Trading Business Pain Points
Problems trading businesses meet that owners may not notice at once
Stock Inaccuracy
Stock figures in the system do not match reality, so sales check the wrong numbers, delivery is late, or items are reordered unnecessarily
SKU Complexity
SKUs are hard to control. With many models, sizes and lots it is hard to tell what is really left, what sells well and what should be reordered
Cash in Stock
Cash tied up in stock. Too much sits in the warehouse without knowing which items move slowly, so cash stays locked in stock
Data Silos
Departments disagree on the numbers. Sales, warehouse, purchasing and accounting work from different data, so figures diverge and work slows down
Sales ≠ Cash
Sales grow but cash does not. Revenue rises while cash does not follow, because of overdue receivables, excess stock or costs higher than expected
Slow Closing
Closing the books is slow. Accounting has to gather data from several sources, so closing takes longer, costs are hard to verify and management sees the numbers late
Control Your Business
How clearly can you see your business today?
A good business management system should show more than revenue. It should let the owner see stock, profit, receivables, payables and cash flow immediately, so decisions come from real data rather than instinct
Control Your Business
How clearly can you see your business today?
A good business management system should show more than revenue. It should let the owner see stock, profit, receivables, payables and cash flow immediately, so decisions come from real data rather than instinct
Does stock match reality?
Do the figures in the system match the actual warehouse, or do you still have to check again before selling, before ordering and before shipping to the customer?
How much is outstanding from customers?
Do you see overdue receivables in real time, or wait for accounting to summarise? That makes it slow for the owner to follow incoming cash, hard to plan cash flow, and easy to miss receivables that have fallen due
Which product has the best margin?
Do you only know which products sell well, or which ones really earn the most after cost, discount and expenses, so you can decide what to push, restock or hold back?
If a salesperson leaves, does the data stay?
Are sales records, customer history, quotations and opportunities held in the system, or still tied to one individual salesperson?
Beyond Excel
You already have data, but still cannot see the whole business
Many businesses already have POS, Excel and reports, but the data usually sits apart and is not linked in real time, so the owner still cannot see profit, cost, stock, receivables, payables and cash flow at once
Beyond Excel
You already have data, but still cannot see the whole business
Many businesses already have POS, Excel and reports, but the data usually sits apart and is not linked in real time, so the owner still cannot see profit, cost, stock, receivables, payables and cash flow at once
Operations carry the risk of depending too heavily on a few key people
No purchase forecasting system, so ordering is still decided from experience or instinct rather than real dataExcel updates slowly
Excel is easy to use, but as data grows, many files and versions make reports slow to consolidate, hard to verify and prone to figures that do not match
Stock and accounting are not linked
When stock, cost and accounting sit apart, the figures often do not match reality, making it hard to check profit, shortages, surpluses and slow-moving stock
No Real-time Cash Flow
The owner still waits for reports from several departments before seeing cash, receivables, payables and real obligations, so decisions come slower than they should
Lead to Cash Flow
Connect every sales step in one system, from the first lead, through opportunity tracking, quotation and delivery, to invoicing and payment received
1
CRM
Capture leads, record customer data, track opportunities and forecast revenue, so the team sees the chance of closing more clearly
2
Quote & Sales Order
Create quotations that pull cost, selling price and discount automatically, showing the margin before every sale is confirmed
3
Stock & Delivery
Check stock in real time, plan purchasing from real data, and track incoming goods more accurately
4
Invoice & Payment
Link revenue, invoices, receivables, payables and profit, with an immediate overview of the business on a dashboard
Lead to Cash Flow
Connect every sales step in one system, from the first lead, through opportunity tracking, quotation and delivery, to invoicing and payment received
1
CRM
Capture leads, record customer data, track opportunities and forecast revenue, so the team sees the chance of closing more clearly
2
Quote & Sales Order
Create quotations that pull cost, selling price and discount automatically, showing the margin before every sale is confirmed
3
Stock & Delivery
Check stock in real time, plan purchasing from real data, and track incoming goods more accurately
4
Invoice & Payment
Link revenue, invoices, receivables, payables and profit, with an immediate overview of the business on a dashboard
Core Modules
Key features of the Lead to Cash system
The system covers the modules a trading business needs, from sales, warehouse and purchasing through to accounting and a management dashboard
CRM
Manage leads and customer data in one system and track opportunities by stage, so the sales team sees the chance of closing and can forecast revenue more accurately
CRM
Manage leads and customer data in one system and track opportunities by stage, so the sales team sees the chance of closing and can forecast revenue more accurately
Sales
Create quotations, sales orders and sales documents quickly, pulling cost, selling price and discount automatically, and check the margin before every sale is confirmed
Purchase
Plan purchasing from real stock data, raise purchase orders systematically, track incoming goods and reduce over-ordering or stock-outs
Purchase
Plan purchasing from real stock data, raise purchase orders systematically, track incoming goods and reduce over-ordering or stock-outs
Inventory
Check real stock in real time, with support for multiple warehouses, goods in and out, lot and serial tracking, so the quantity in the system matches reality more closely
Invoicing
Issue invoices straight from sales data, linked to receivables, payments and accounting documents, cutting repeated data entry and reducing error
Invoicing
Issue invoices straight from sales data, linked to receivables, payments and accounting documents, cutting repeated data entry and reducing error
Contact
Bring customers, partners and suppliers together in one place, with contact history, company details and the key information related to sales or purchasing
Barcode
Use barcodes to receive, issue, count and transfer goods between warehouses, making warehouse work faster and reducing manual entry errors
Barcode
Use barcodes to receive, issue, count and transfer goods between warehouses, making warehouse work faster and reducing manual entry errors
Discuss
Communicate within the team in one system, sharing data, documents or the status of work related to customers, sales and operations, so the team keeps work moving
Calendar
Schedule appointments, sales team activities, customer follow-ups and important business dates, so the team can plan and track what has to be done more easily
Calendar
Schedule appointments, sales team activities, customer follow-ups and important business dates, so the team can plan and track what has to be done more easily
Dashboard
Show the business in real time, such as revenue, profit, stock, receivables, cash flow and best-selling products, so management decides faster
Apps
Supports further connections and expansion to match how the business works, whether in sales, warehouse, accounting or workflows specific to each organisation
Apps
Supports further connections and expansion to match how the business works, whether in sales, warehouse, accounting or workflows specific to each organisation
Settings
Set user rights, workflows, documents, approval sequences and the system structure to match how each business works
Results & Benefits
Results a business can see clearly
When every department uses the same data, the business controls revenue, stock, profit and receivables more accurately, cuts repeated work and helps management decide faster
For sales
Issue quotations and invoices faster, see customer history, check credit and reduce error before confirming a sale
For warehouse and purchasing
See real stock in every warehouse, plan purchasing from real data, and reduce stock-outs, excess stock and unnecessary buying
For accounting and finance
Track receivables, payables and 30–60–90 day ageing clearly, and cut repeated data entry from the sales team
For management
See revenue, profit, cash flow, best-selling products and the whole business on a real-time dashboard
Implementation Plan
Start using it step by step
Our team helps structure the system, import product data, configure sales, purchasing and accounting, and train your people, so the business can go live with confidence
Week 1: structure the system
Set up the company structure, users and access rights, and configure the sales and purchasing flow to match how you actually work
Week 2: import data and configure accounting
Import product data, SKUs, prices, costs and opening stock, and set up the chart of accounts, opening balances, receivables and payables
Week 3: training and go-live
Train the sales, warehouse and accounting teams on the live system, then go live with a support team on hand afterwards
FAQ
FAQ
Lead to Cash is a system that links the process from capturing leads, through selling, stock management, purchasing and invoicing, to accounting and the management dashboard, all in one system
It suits trading SMEs such as construction materials, electrical equipment, chemicals, medical supply, packaging, IT and spare parts, or any business that carries goods and has to control stock
The system brings sales, warehouse, purchasing and accounting data into one place, cutting repeated entry, reducing error and letting every department work from the same data
Yes. The system checks real stock in each warehouse in real time, supports goods in and out and transfers, and helps reduce stock-outs and excess stock
Yes. The sales team can see cost, selling price, discount and margin before confirming a sale, so profit per line is better controlled
FAQ
FAQ
Lead to Cash is a system that links the process from capturing leads, through selling, stock management, purchasing and invoicing, to accounting and the management dashboard, all in one system
It suits trading SMEs such as construction materials, electrical equipment, chemicals, medical supply, packaging, IT and spare parts, or any business that carries goods and has to control stock
The system brings sales, warehouse, purchasing and accounting data into one place, cutting repeated entry, reducing error and letting every department work from the same data
Yes. The system checks real stock in each warehouse in real time, supports goods in and out and transfers, and helps reduce stock-outs and excess stock
Yes. The sales team can see cost, selling price, discount and margin before confirming a sale, so profit per line is better controlled
Start Smart with DigitechX
Start building the Industrial Intelligence system that fits your factory with the DigitechX team
Solution consulting Contact Us
Start Smart with DigitechX
Start building the Industrial Intelligence system that fits your factory with the DigitechX team
Solution consulting Contact Us
