Opportunity · quotation · PO · DO · invoice · reports
Empower Your Field Sales with My-SFA
Sales force automation for middle-man and B2B trading teams: run the full cycle from opportunity to quotation, then purchase order (PO), delivery order (DO), and invoice—with approvals, credit control, inventory visibility, and reporting & analysis on top. Built for hardware, software, license resale, and industrial supply—not a lightweight retail checkout.
Unified Sales Ecosystem
One thread from pipeline to numbers: opportunity → quotation → PO → DO → invoice, with reporting and analysis so management sees margin, fulfilment, and team performance—not only open deals.
End-to-end flow
Opportunity and quotation through to PO, DO, and invoice—then layer reports and analytics on the same data so sales, ops, and finance agree on what happened.
Mobile First
Equip your field team with mobile tools to close deals and sync data instantly.
Reports & analysis
Dashboards and reports across opportunities, orders, fulfilment, and invoicing—so you can analyse performance, exceptions, and trends without exporting to spreadsheets.
Fast-Track Your Sales Operations
Distributors and trading houses need more than a pipeline chart—they need a single path from first conversation to cash: opportunity, priced quotation, firm PO, fulfilled DO, and billed invoice, with rules for pricing, credit, and inventory that still hold when documents pile up.
My-SFA supports that chain end to end—field and inside sales, warehouse or fulfilment, and finance—then adds reporting and analysis so you can review margins, bottlenecks, and team output on the same system. Ideal when you move hardware, software keys, or annual licenses through complex B2B trading.
Core Capabilities
From opportunity and quotation through PO, DO, and invoice—plus reporting—built for trading teams that live in documents, not just contact records.
Opportunities & quotations
Capture opportunities and turn them into quotations with current pricing and terms—so the deal story matches what later becomes PO, DO, and invoice.
Rapid Approvals
Accelerate the operation process with digital approval workflows that keep everyone aligned and responsive.
Inventory Visibility
Real-time stock tracking across multiple warehouses helps prevent over-selling and stockouts.
Credit Management
Monitor customer credit limits and aging reports to minimize financial risks and improve cash flow.
PO & DO tracking
Track purchase orders and delivery orders after the quotation wins—so trading, warehouse, and logistics see what is committed, inbound, and out for delivery before invoicing.
Reports & analysis
Reporting and analytics across the funnel and fulfilment—pipeline, order cycle times, margins, exceptions, and team performance—without rebuilding spreadsheets every month.
Mobile Field Excellence
Reps stay productive on the road while the back office sees the same opportunity → quotation → PO → DO → invoice trail—so month-end is about analysis, not detective work.
- check_circle Opportunities & quotations in sync with pricing
- check_circle PO & DO aligned to fulfilment and invoice
- check_circle Reports & analysis on sales and operations
Ready to transform your sales?
Talk to us about trading, distribution, and document-heavy SFA across Malaysia and the region.