Quotation and handling of sales orders
Maintain the sales process
The available CRM system features allow you to track the progress of the sales process from the moment you create an opportunity in the system, by automatically generating the offer, agreeing it with the customer and finally creating the order, as well as monitoring the process of its execution.
Turn an opportunity into a quote
You can automatically generate a sales quote from the opportunity card that provides a detailed description of the terms of the transaction.
Create an order from a quote
A customer-accepted quote can be converted directly into a sales order or into a blanket sales order.
Blanket sales orders
If your order relates to recurring long-term deliveries agreed with the customer, you can generate a blanket sales order that defines the quantity or frequency of batches sent to the customer, delivery dates, quantity, and price. The final quantity in the blanket order does not affect the availability of inventory, but is taken into account in production planning.
Recurring invoicing and standard sales codes
You can use the system to define recurring sales invoices, as well as to set standard sales codes, which are predefined invoices with fixed content. You can also automatically generate and send invoices to customers and contractors electronically.
Estimating possible delivery dates (order promises)
The system gives you the opportunity to view all data processed in the enterprise, so that it is possible to verify inventory and current occupancy of production resources. You can also access scheduling and replenishment parameters to get the resources you need from vendors or to set deadlines for external orders. With this information, it is possible to estimate the delivery date for a specific order.
Order fulfillment process
The system allows you to view the status of the individual stages of order fulfillment, as well as perform all necessary operations.
Order fulfillment process:
- full booking service
- analysis of the completeness of orders and the availability of stocks
- create releases for an order
- order invoicing
- automatic sending of documents in electronic form by e-mail
- handling returns
- issuing credit notes
Sales and margin analysis
The system collects and processes all sales data, which allows a detailed analysis of both the sales process itself and its effectiveness.
Archive quotations and orders
The system archives all elements of the sales process, so that it gives the possibility of historical data analysis.