Order Management Streamlines Quotations - Sales Orders - Product Management

Product Catalogs built with your Pricing, Descriptions, Attributes and Images

Product Catalogs can be imported and manually entered into your CRM serivice. Business Potentials are built with your Products and Services. As the Potential matures to Quote, your Quote is created with one click conversion.

Quotes are Created from your Business Opportunities or Stand Alone

With one click, your Business Opportunity data populates your Quote. Your Quote has your Company information and your terms and conditions. Our Quote entry form pulls data from the correct Product Catalog and the right Price Book is applied. Products can be defined for different customers and for different partners using our Price Book functionality. Multi-Tax modes are supported in our CRM service.

Product and Inventory Management

Your Products are assigned a Re-Order point and an Inventory location. Alerts are sent to your Product handler nofiying when re-order points are met. Our Vendor managent module maintains current Vendors to quickly cut Purcase Orders for replenishment.

Quotes are Converted to Sales Order

As direct sales or in-direct sales Wins business potentials, Quotes are converted to a Sales Orders and Invoices are cut. Invoices are created in PDF format and can be emailed from your CRM service. If you choose not to use your CRM for sales orders or invoices, your sales records which you deem important can be exported to your Accounting system.

CRM Order Management Screenshots

Designed for Manufacturers, Retailers, Distributors and Sales Channels or Sales Partners which sell products and Services. The Order Management module is comprehensive and the finest in the CRM Software industry.

Products

The foundation of CRM Oder Mangement is powerful Product Management. Products are classified with attributes and images, assigned to inventory locations and re-order points.

Product Detail

Products are assigned to inventory locations and inventory managers.Product descriptions, attributes and images are stored in your CRM. Your Master Catalog is easily updated.

Price Books

Specific Product Catalogs or Pricebooks can be made for special relationships with Sales Channel partners or your Customers.

Vendor and Partner Management

Your CRM includes a full Vendor management capability.

Quote Details

Quotes are created fast. Converted from Business Opportunity data or Created on the fly. Quote Creation is integrated with the your sales business process.

Quote List

Your Created Quotes are tracked. Tracks are created fast and are followed up even faster.

Sales Order View

Sales Orders are created and tracked.

Invoice Detail

The Order process continues with Invoice Creation and can be e-mailed from the CRM.

Purchase Orders

As Inventory moves out the door pulled by Quotes and Sales Orders your Company re-order points are hit, you are alerted and POs are cut to replenish.

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