The salesperson starts with prepared material
The agent compiles requirements and creates the first proposal draft from specified company knowledge. The salesperson remains responsible for the price, scope, commitments, and sending the proposal.
Astrafox solution
From request for proposal to customer service—one connected process
Sales and finance report two different margins for the same month. A salesperson spends half a day reading a request for proposal. Orders from a portal are retyped into ERP, while customers must separately ask about shipping and invoices. We create one process that delivers data to the right people at every stage.
From proposal through fulfillment and customer service
The proposal, fulfillment, and sales result use the same data
We design the entire flow and identify the system of record for the customer, product, price, order, delivery, invoice, and payment. CRM, ERP, e-commerce, WMS, KSeF (Poland's National e-Invoicing System), portals, and BI exchange data without creating another information silo.
An AI agent organizes the inquiry and prepares proposal material; the salesperson reviews and approves the output
The order arrives through an API, EDI, e-commerce, FTP, or email and goes to ERP
WMS, picking, shipping, the carrier, or the driver move the order through delivery
The sales invoice is validated and sent to KSeF, and the official acknowledgment (UPO) is received
Receivables, reminders, balances, and collection rules trigger the correct actions
A portal, form, or contact center manages the complaint and document exchange with the customer
BI combines Sell-In, Sell-Out, plan, costs, discounts, and margin in one model
The order is not retyped
The customer, product, commercial terms, availability, and fulfillment status move among the sales channel, ERP, warehouse, and documents.
Margin has one definition
The report combines sales, discounts, costs, channels, and segments. Sales, finance, and management analyze the same model and the data lineage.
AI recommends, and a person approves. We configure existing models for the company's materials, criteria, and permissions—we do not train LLM or OCR models. We run AI on Azure, Google Cloud, or AWS in European Union regions; the models are not trained on client data, ensuring compliance with the GDPR and AI Act.
More than one system
Sales technologies and services
We first use AMODIT and other Astrafox products where they address the challenge. We then connect them to the systems and tools already operating in the company.
AMODIT for customer cases
On Astrafox's own platform, we manage complaints, cases, portals, document exchange, deadlines, roles, substitutions, and the complete case history.
See AMODIT →AI agents for inquiries and proposals
Astrafox products organize requirements and prepare initial proposal material for the account manager to review.
See the RFQ Response Agent →KSeF Connector
For companies operating in Poland, our integration layer sends sales invoices from any ERP, validates data, and handles statuses, the KSeF number, and the official acknowledgment (UPO).
See KSeF Connector →ETLO and sales BI
ETLO organizes data feeds, while reports combine Sell-In, Sell-Out, sales, distribution, availability, receivables, and margin.
See Data & BI →Custom systems and integrations
We build B2B portals, case-management applications, billing modules, and connections among CRM, ERP, e-commerce, WMS, EDI, and carriers.
See Software & Integrations →Cloud and monitoring
We run portals, integrations, AI agents, and analytics on Azure, Google Cloud, and AWS or in client infrastructure. We monitor data exchange and continuity.
See Cloud & Infrastructure →Comarch ERP XL and Optima
For companies operating in Poland, we implement sales, orders, e-commerce, warehouse, invoicing, and settlement in Comarch ERP XL and Optima. We have been a Comarch partner since 2003.
See Comarch ERP →AI Business Indicators
It combines sales and operational metrics, prepares AI insights, and lets users inspect source data before making a decision.
See AI Business Indicators →How it works
From inquiry and proposal to receivables and sales results
We adapt the solution to the company's sales channels and systems. One order path and data exchange among customer service, operations, finance, and analytics remain consistent.
This universal path shows the stages from initial contact through payment and analysis. We adapt channels, exceptions, roles, and systems to the way the company operates.
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Inquiry and proposal
An AI agent organizes requirements and prepares material for the salesperson to verify.
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Order
Data arrives from sales channels and reaches the correct system without retyping.
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Fulfillment
The warehouse and logistics move the order from stock reservation through confirmed delivery.
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Invoice and KSeF
The invoice is validated and sent to KSeF, and its number and official acknowledgment (UPO) are received.
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Receivables and analytics
Payment status and sales data feed operational activities and management reports.
The integration platform exchanges data, documents, and statuses among Astrafox products and systems that support sales, logistics, finance, and customer service.
Sales and customer service
One data path from inquiry and order through delivery, invoice, payment, and reporting.
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Flow: cases and statuses.
Customer portals
- AMODIT
- cases
- complaints
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Flow: requirements and recommendations.
AI agents
- requests for proposal
- proposals
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Flow: invoices and acknowledgments.
KSeF Connector
- sales invoices
- statuses
- UPO
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Flow: data for decisions.
BI and analytics
- Sell-In/Sell-Out
- margin
- receivables
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Flow: orders, invoices, and balances.
Comarch ERP
- Comarch ERP XL
- Comarch ERP Optima
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Flow: customers, proposals, and orders.
CRM and e-commerce
- CRM
- B2B portals
- online stores
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Flow: picking and delivery.
Logistics and carriers
- WMS
- EDI
- delivery statuses
Integrations
CRM, ERP, e-commerce, WMS, and BI create one flow
We have connected processes and data with SAP, Comarch ERP XL and Optima, Microsoft Dynamics CRM and Dynamics 365, Business Central, enova365, IFS, Symfonia, TETA, e-commerce and B2B platforms, WMS, ECOD/EDI, KSeF, and customer portals.
In logistics, we integrate ERP with WMS systems, InPost, DPD, Raben, CAT, UPS, and FedEx services, and driver applications. In analytics, we connect databases, files, APIs, and data warehouses with Power BI, Tableau, Qlik, Alteryx, and Snowflake.
Every integration error has an assigned owner
- REST APIs, SOAP, web services, and WebAPI;
- EDI connectors and INVOICE, ORDER, and DESADV formats;
- staging tables and SQL views;
- XML, JSON, CSV, Excel, SFTP, FTP, and email;
- logs, statuses, alerts, retries, and exchange monitoring.
Typical scope
The process covers sales, operations, finance, and customer contact
The scope does not end when an order is recorded in ERP. It covers every point where data, a document, or accountability passes to the next team.
Inquiry and proposal
Materials, requirements, first version, and verification of scope, price, and commitments.
Omnichannel orders
WebAPI, EDI, e-commerce, B2B, FTP, and email feed one process in ERP.
WMS and picking
Master data, receipts, issues, priorities, mobile data collection, packages, labels, and fulfillment history.
Carriers and drivers
Shipments, documents, statuses, delivery costs, signatures, photos, returns, and cash on delivery.
Invoices and KSeF
Sales invoices, corrections, validations, exceptions, submission, statuses, KSeF numbers, and official acknowledgments (UPO).
Receivables and collections
Aging, balances, reminders, invoices with payment notices, and rules for placing business on hold.
Portals and complaints
Forms, contact centers, documents, roles, statuses, deadlines, substitutions, and notifications.
Sales BI
Sell-In, Sell-Out, targets, forecasts, distribution, availability, turnover, channels, and margin.
Service requests, complaints, and requests for proposal from people outside the organization go directly to the process through a public AMODIT Forms Portal form in the company's brand.
The supplier-side process is covered separately: requisitions, proposal comparisons, budgets, purchase orders, and links to purchase invoices.
See purchasing and budgeting →The purchase invoice workflow has its own rules for registration, description, coding, approval, KSeF, and payment.
See the purchase invoice workflow →We connect commercial terms and proposal commitments with a controlled document lifecycle. See contract workflows →
When sales depends on operations and logisticsInventory, planning, WMS, carriers, exceptions, and complaints
Availability and delivery date. Before implementation, a salesperson promises a date based on a plan, while operations only discover a product shortage or delay later. After implementation, the order, inventory, reservations, WMS, and fulfillment progress create one shared status.
Planning and exceptions. Instead of manually combining data from ERP, WMS, and spreadsheets, the planner receives verified information about shortages, delays, and variances. AI recommends a priority, and the planner selects the response.
Complaints and service. The case has a stage, owner, deadline, and data from the delivery, carrier, and ERP, while the outcome feeds a cause report. The paths cover demand → plan → execution → exception analysis and case → response → closure → analysis of recurring problems.
Experience catalog
What we work with in sales, fulfillment, and customer service
This catalog combines recurring and specialized scopes from BI, ERP, integration, and custom software projects. We adapt the scope to the organization's process, systems, and needs.
Systems, channels, and integrationsERP, CRM, ecommerce, logistics, KSeF, EDI, BI, and cloud connected to the sales process
SAP ERPComarch ERP XLComarch ERP OptimaCRM systemsMicrosoft Dynamics CRMMicrosoft Dynamics 365Ecommerce platformsB2B platformsMicrosoft Business CentralMicrosoft Navisionenova365IFSSymfoniaTETAWarehouse management systems (WMS)Quantum Qguar WMSSupply chain management systems (SCM)Transportation management systems (TMS)Point-of-sale systems (POS)Billing systemsSales record systemsCustomer portalsPartner portalsAMODITKSeF ConnectorKSeF (Poland's National e-Invoicing System)ECODEDI INVOICE messagesEDI ORDER messagesEDI DESADV messagesWebAPIREST APIsSOAPWeb servicesSystem integrations through connectorsData exchange through staging tables and SQL viewsSQL ServerSnowflakeTableauPower BIAlteryxQlikXML, JSON, CSV, and Excel filesFile exchange over SFTPFile exchange over FTPData exchange by emailGoogle SheetsActive DirectoryMicrosoft EntraStatistics Poland (GUS) registerVIESNational Bank of Poland (NBP)rejestr.ioInPostDPDRabenCATUPSFedExDriver applicationsmSPEEDAzureGoogle CloudAWSClient infrastructure and on-premises environments
Sales documents and dataProposals, orders, customer and product data, deliveries, invoices, receivables, and complaints
Requests for proposal and specificationsSales proposals and their versionsSales orders from ERP, ecommerce, B2B, and EDICustomer and contractor master dataProduct master data and item indexesGeneral price lists and individual commercial termsDiscounts and promotionsInventory levels and reservationsData on logistics units, packaging, and load carriers, including EAN codes, dimensions, and weightsGoods issue (WZ), goods receipt (PZ), and warehouse release documentsPicking lists and logistics labelsTransport documents, shipping orders, and proofs of deliveryAddresses, shipments, and planned loadsSales invoices, corrections, and structured KSeF invoicesOfficial acknowledgments (UPO), KSeF numbers, and document statusesRecurring invoicesReceivables, payments, and balancesReminders and demands for paymentClaims, complaints, and customer feedbackCorrection notes and complaint documentsCases from portals and contact centersAttachments, comments, and document versionsSell-In and Sell-Out dataSales plans, targets, and forecastsRevenue, volume, discount, cost, and marginChannel, region, and customer segment dataPromotion and distribution dataLogistics and warehouse data
Sales and order fulfillment scenariosFrom inquiry analysis through order and delivery to invoicing, receivables, and complaints
An AI agent analyzes the inquiry, organizes requirements, and identifies missing informationAn AI agent prepares the first proposal draft, and a salesperson verifies its content, price, and commitmentsThe sales opportunity, proposal, and order are recorded in one connected processOrders are imported through WebAPI, EDI, FTP, email, ecommerce, and B2BThe system identifies the customer, products, and commercial termsThe sales order document is created in ERPProposals, prices, and inventory are synchronized in both directionsOrder status returns to the sales channelThe process applies customer price lists and individual commercial termsThe system exchanges EDI INVOICE, ORDER, and DESADV messagesPackaging and deposits are settled with sales documentsThe system plans availability and fulfillment, reserves stock, and monitors low inventoryReceipts, issues, and inventory counts are handled in WMSPicking tasks are assigned and prioritizedThe process supports mobile data-collection devicesThe process covers picking, package checks, and label printingReleases are grouped, and carrier shipments are generated in batchesLabels, documents, costs, and delivery statuses return to ERPAssignments and addresses are sent to the driver applicationThe process handles photos, signatures, and delivery confirmationsThe process handles returns, cash on delivery, and additional servicesSales invoices and corrections are generated, validated, and sent to KSeFThe process handles KSeF exceptions, statuses, and official acknowledgments (UPO)Invoices and attachments are sent automaticallyThe system monitors receivables, aging balances, reminders, and confirmationsBusiness partners are blocked or unblocked based on settlement statusA complaint from a portal, form, or contact center receives an owner and due dateThe process handles roles, substitutions, statuses, and notificationsDocuments are exchanged and versioned with comments and missing-item flagsThe external form is available in multiple languagesThe case history includes customer communicationsMonitoring shows integration errors, retries, delays, and operational exceptionsSales is connected to the production plan and its executionAnalysis shows events, downtime, and causes of variances
Sales, service, and logistics reportsReports and dashboards for sales, margin, targets, orders, deliveries, receivables, and complaints
Sell-In and Sell-Out in one data modelSales, margin, and unit and total profitabilitySales plan, forecast, and actualsSales by channel, product, and customerRevenue, volume, and period-over-period changesTarget attainment by branch and salespersonPipeline, conversion, and sales opportunity stagesAverage order value and number of transactionsImpact of discounts and promotions on sales and marginNumeric and weighted distributionAvailability, turnover, Must Stock List, and out-of-stock riskCustomer potential and salesperson activityGeographic analysis and national and regional sales resultsResults across multiple markets and companiesOrder status and fulfillment progressOrders by channel and sourceOn-time fulfillment and delayed deliveriesOpen orders and reservationsPicking and warehouse workloadPackage and shipment counts, carrier statuses, and transportation costsReceivables and aging balancesCollection status and sent remindersComplaint volume, status, and handling time by category, channel, and locationRecurring causes of claims and complaintsContact center and customer service team workloadAlerts and exceptions that require actionOperational and management reportsDesktop and mobile dashboards with filtering, comparisons, and drill-downMaps and spatial analysisExports to Excel, CSV, and PDF
Scale, organization, and environmentsNearly 100 organizations, projects since 2005, and solutions for multiple companies and markets
Nearly 100 organizations using our BI and integration solutionsReporting projects since 2005Retail, wholesale, B2B, and ecommerce salesMulti-branch organizations and corporate groupsSolutions for multiple companies, channels, and marketsPolish and English solution versions for national and regional dataDevelopment, test, staging, and production environmentsSaaSClient cloudClient infrastructure and on-premises environmentsSolution monitoringBackupsSolution testingSLA-based supportUser support
Scale and experience
We have implemented BI, ERP, and integration solutions in nearly 100 organizations
This scope includes companies such as Allegro, Polkomtel, Novartis, LPP, Circle K, TVN, Forvia, MAG Dystrybucja, Candid Group, and Rhenus.
Why Astrafox
- A named team leads the sales project and remains accountable for the application and its development after launch.
- We flexibly extend ready-made products with a custom application or integration when the organization's rules require it.
- When a process crosses several systems, we connect CRM, ERP, EDI, KSeF, customer portals, BI, and cloud within one scope of accountability.
Implementation and maintenance
One team is accountable for the process, data, and connections among systems
We run the solution in the Astrafox cloud, the client cloud, or the client's own infrastructure. The project covers accountability for data, interfaces, error handling, and user operations after launch.
Process and data analysis
We establish owners, documents, exceptions, metric definitions, systems of record, migration scope, and test scenarios.
Testing and launch
We test functions, integrations, migration, and performance. We train sales, operations, finance, customer service, and administrators.
SLA-based support and development
We provide monitoring, updates, error handling, user support, and further development of ERP, BI, applications, and integrations as the process changes.
See SLA-based support →Selected sales and operations implementationsDashboards, data integration, and workflow at a transportation organization
14 implementations of this type—development of sales and operational dashboards. We extended Power BI and Tableau reports with new sources, dimensions, calculations, and visualizations for sales, manufacturing, and operations.
4 implementations of this type—data integration and ETL processes. Connectors and ETL flows combine systems, files, interfaces, and external sources and feed organized databases and reporting views.
Warszawska Kolej Dojazdowa—electronic workflow at a transportation organization. Correspondence, contracts, leave requests, business trips, requisitions, and invoices run in AMODIT connected to Symfonia. Documents are stored centrally, and users can see their status without paper files. Read the full implementation description on amodit.com →
What determines the scope and costProcesses, systems, data, scale, security, and maintenance
Processes and exceptions: inquiries, proposals, orders, availability, shipments, complaints, approvals, and fulfillment variants. Systems and data: CRM, ERP, e-commerce, WMS, SCM, MES, portals, files, and APIs, plus data quality, history, and refresh frequency. Scale and maintenance: companies, channels, locations, users, exchange volume, security requirements, monitoring, and error handling.
Related knowledge
How to organize data and accountability in sales
These resources explain how to prepare shared report definitions, connect order fulfillment with logistics, and evaluate a partner responsible for integrations.
7 ways to improve sales reporting
How to select information, metrics, and presentation methods for decisions made by different teams.
Supply chain optimization
How inventory, demand, order, and fulfillment data supports the detection of operational risk.
How to select an IT systems integrator
What to consider when accountability covers a process that crosses CRM, ERP, warehouse, and BI.
Read the guide →This page covers implementation of the entire process and connections among systems. We use AMODIT where complaints, cases, portals, or documents require a controlled workflow.
System functions on amodit.com →More related solutions and analysesSales, conversion, supply chain, manufacturing, and data
Sales solutions · Lead conversion analysis · Supply chain · Manufacturing control · Material requirements planning · Process reporting → · ETLO →
FAQ
Frequently asked questions about sales, orders, and customer service
How do you define the scope of sales system integrations?
We integrate systems through available APIs, web services, EDI connectors, SQL tables and views, or secure file exchange. We establish the system of record, exchange direction, frequency, statuses, retries, and the person responsible for handling errors.
How do AI agents support a salesperson's work?
The RFQ Response Agent organizes materials, compiles requirements, and prepares an assessment. The Sales Proposal Agent uses approved company materials to create the first document version. The salesperson reviews the content, price, scope, and commitments and approves the next step.
Does KSeF Connector support sales invoices?
Yes. For companies operating in Poland, KSeF Connector connects any ERP or accounting system with KSeF, sends sales invoices, validates data, and receives statuses, the KSeF number, and the official acknowledgment (UPO). It also supports multiple companies and on-premises systems.
How do you establish one definition of sales and margin?
We start by defining revenue, discount, cost, period, customer, product, and channel. We then identify sources, transformation rules, and quality controls. The report shows one shared result and lets users navigate to the data used in its calculation.
Does the solution cover complaints and a customer portal?
Yes. We build portals and processes where a customer submits a case and documents, while the team manages it through roles, statuses, deadlines, substitutions, decisions, and responses. The process connects with CRM, ERP, contact centers, and reporting.
How often is operational data refreshed?
We match the frequency to the decision and source capabilities. Not every report requires real-time data; completeness, latency, and information about the latest successful load also matter.
How does AI support demand and fulfillment planning?
AI prepares a forecast, groups signals, and recommends a priority. The planner checks the context, availability, constraints, and effects of a change, then approves the plan.
How does integration monitoring work?
Monitoring covers statuses, logs, alerts, the ability to retry an exchange, and assignment of the person responsible for an error. As a result, missing data among the sales channel, ERP, WMS, and carrier does not remain invisible.
What determines the project cost?
The number of processes and exceptions, channels and systems, data quality and frequency, number of companies and locations, security requirements, history migration, and maintenance scope.
Does the solution run in the cloud and on-premises?
Yes. We run it in the Astrafox cloud, the client cloud, or the client's infrastructure. The project defines access, data-processing locations, monitoring, backups, integrations, and maintenance accountability. After launch, we provide SLA-based support and further development.
Which elements of sales and customer service does Astrafox cover?
We connect our AI agents, AMODIT, and KSeF Connector with CRM, ERP, e-commerce, WMS, carriers, and BI. One agreement covers the process, applications, integrations, data, and maintenance entrusted to Astrafox.
Start where sales or customer service stops today
Describe the path from inquiry to payment, the systems in use, and the stage that requires manual reconciliation. We will organize the scope of the process, data, and integrations.
Describe your challenge