Custom sales systems

A custom sales system records orders, rep quotas, role-based prices, and conversion on one dataset. A theme shop cannot hold wholesale rules, minimums, and customer credit. KGSM’s first version closes order to approval to Excel.

Audience, risk, and how KGSM works

A sales lead or founder whose orders still live in chat and Excel and whose conversion report is built once a week

Without a sales system, quotas, stock, and partner prices live in three files and month-end disputes burn trust.

KGSM freezes the sales system on orders, roles, and reports — a shop theme is not a sales engine.

What sales software is

Sales software posts an order event; a storefront only shows goods. Reps must see credit and stock in the moment. Version one at KGSM usually closes order, status, seller/supervisor roles, and a count-and-amount report.

Treat the order as an event, not a chat message. A theme shop could not encode wholesale minimums in the cart.

Who it is for

Distribution, wholesale, live-priced jewelry, or any team whose reps hit one warehouse. A brochure only needs a site. Repeat phone orders and double-sold stock need a sales system.

Two reps sold the same serial because stock was not reserved. Split rep and supervisor roles on day one.

Version one

One path: place order, approve, reserve stock, export for accounting. Partner prices belong in domain code. Gateway work is estimated separately if it needs its own finance document.

Reserve stock so it is not sold twice. Discounts lived in Excel while the panel showed another number.

What delivery taught us

Theme shops bounce partner pricing back to Excel. “Everyone is admin” hides who discounted. Management reports come from orders, not a nightly file.

The manager’s report was built from a seller’s memory, not a document. Put partner prices in domain code, not a plugin.

Build conversion reports from orders. A theme shop could not encode wholesale minimums in the cart.

Two reps sold the same serial because stock was not reserved. Write seller training into handoff.

Implementation checklist

• Treat the order as an event, not a chat message.
• Split rep and supervisor roles on day one.
• Reserve stock so it is not sold twice.
• Put partner prices in domain code, not a plugin.
• Build conversion reports from orders.
• Write seller training into handoff.

Field scenario 1

A theme shop could not encode wholesale minimums in the cart.

Treat the order as an event, not a chat message.

Field scenario 2

Two reps sold the same serial because stock was not reserved.

Split rep and supervisor roles on day one.

Field scenario 3

Discounts lived in Excel while the panel showed another number.

Reserve stock so it is not sold twice.

Field scenario 4

The manager’s report was built from a seller’s memory, not a document.

Put partner prices in domain code, not a plugin.

Approximate investment

Version-one cost depends on roles, integrations, and must-have reports. A single frozen workflow often starts in the tens of millions of tomans; multi-module work scales from there. Hosting, gateways, and monthly support are separate. KGSM writes scope before the contract so the build number does not flatter you.

FAQ

How is this different from CRM?

CRM is funnel and follow-up. A sales system closes orders, stock, and quotas. Version one often shares one database with CRM, but we write the scopes separately.

Is WordPress enough?

For a brochure, yes. For role-based prices and customer credit, usually not.

How long is version one?

Weeks to months after the order path and roles freeze. The date waits until stock and accounting links are discovered.

Related KGSM pages

• برنامه‌نویسی وب KGSM
• تماس و برآورد

When you apply this on a live team, write it as an operating rule, not a slide: Treat the order as an event, not a chat message. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Split rep and supervisor roles on day one. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Reserve stock so it is not sold twice. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Put partner prices in domain code, not a plugin. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Build conversion reports from orders. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Write seller training into handoff. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: A theme shop could not encode wholesale minimums in the cart. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Two reps sold the same serial because stock was not reserved. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Discounts lived in Excel while the panel showed another number. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: The manager’s report was built from a seller’s memory, not a document. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Without a sales system, quotas, stock, and partner prices live in three files and month-end disputes burn trust. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: KGSM freezes the sales system on orders, roles, and reports — a shop theme is not a sales engine. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: A sales lead or founder whose orders still live in chat and Excel and whose conversion report is built once a week Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Version-one cost depends on roles, integrations, and must-have reports. A single frozen workflow often starts in the tens of millions of tomans; multi-module work scales from there. Hosting, gateways, and monthly support are separate. KGSM writes scope before the contract so the build number does not flatter you. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Treat the order as an event, not a chat message. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Split rep and supervisor roles on day one. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Reserve stock so it is not sold twice. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Put partner prices in domain code, not a plugin. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Build conversion reports from orders. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Write seller training into handoff. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: A theme shop could not encode wholesale minimums in the cart. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Two reps sold the same serial because stock was not reserved. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Discounts lived in Excel while the panel showed another number. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: The manager’s report was built from a seller’s memory, not a document. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Without a sales system, quotas, stock, and partner prices live in three files and month-end disputes burn trust. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: KGSM freezes the sales system on orders, roles, and reports — a shop theme is not a sales engine. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: A sales lead or founder whose orders still live in chat and Excel and whose conversion report is built once a week Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Version-one cost depends on roles, integrations, and must-have reports. A single frozen workflow often starts in the tens of millions of tomans; multi-module work scales from there. Hosting, gateways, and monthly support are separate. KGSM writes scope before the contract so the build number does not flatter you. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Treat the order as an event, not a chat message. Then assign an owner and a review date so the rule survives the first busy week.

When you apply this on a live team, write it as an operating rule, not a slide: Split rep and supervisor roles on day one. Then assign an owner and a review date so the rule survives the first busy week.