Order management and processing is seamlessly integrated with the business ERP accounting and sales forecasting and CRM in our low cost web based ERP small business management software and can be easily adapted to fit common business processes such as:
- sales quotation / estimate preparation
- sales order processing and management
- invoicing management
- sales opportunity management
- sales forecasting
- sales reporting
Access to real time product information and detail from every sales document
Seamlessly integrated with the product/inventory management and services information system your sales and order processing teams always have a real time view of the stock levels and availability of the products and services you sell.
From every sales quotation, sales order or sales invoice your sales people can drill down on and review the rich and in depth detail you are able to store in the product and service (item) database.
Flexible sales order process work flow
Our suite of sales documents give you the maximum flexibility you need to manage sales quotation, sales order and invoicing processes such as:
- Sales quotation to single or multiple sales orders
- Sales order to single or multiple sales invoices
- Sales quotation to single or multiple cash salesSales order to single or multiple cash sales
- Sales order to single or multiple purchase orders for drop shipments
- Sales invoice to single or multiple sales credit notes
- Sales quotation / estimate to sales opportunity
- Sales order to sales opportunity
Customizable document templates
You can customize the look and feel of every sales document to correspond your company brand guidelines or livery.
Automatic tax, currency and price selection
Our sales documents automatically display and record the specific trading currency, related exchange rate, correct tax code and price level associated with each customer reducing amount of sales process errors.
Line item fulfillment tracking
Sales orders automatically track line item fulfillment so you can easily track and identify what has and hasn’t been invoiced.
Instant document/transaction profitability reporting
Your sales people can instantly determine the profitability of a sales quotation, sales order or sales invoice document without leaving the document screen.
Sales reporting
Our web based ERP business intelligence reporting lets you easily create custom reports to give you the perspectives you need on sales order processing activity.
Sales document authorization
You can set up simple rules to allow sales managers and supervisors to approve sales estimates and sales orders before they are presented to your prospect or customer.
Original document storage and management
You can store multiple notes, documents, hyperlinks, reminders, on every sales document with just a few clicks.
Customer Portal
With just a few clicks you can easily set up a unique and secure login to your businesses Customer Portal. Our web based ERP small business management software includes a Customer Portal allowing you to:
- securely present sales quotations for review by your customers
- present sales orders and their status
- present sales invoices for payment
- receive online payments on sales invoices
E-mail and track sales documents
You can e-mail sales documents as PDF files and track every incoming and outbound mail at the contact level.
Seamless integration with sales forecasting
Our low cost web based ERP, small business management software includes powerful sales forecasting software enabling you to create and forecast sales opportunities by line item from sales quotes and sales orders. Using our sales forecasting features you can easily produce forecasts by customer and line items.
