Create your Order
Create your orders from your customer sheet, or in one click by reusing a signed proposal or contract to save time.
Include predefined products to save you time, or enter full content manually.
If predefined fields does not match your needs, add your own fields of any type (string, amount, date, checkbox, combo list, ) to the form.
Process your Order
The PDF of your order is automatically generated and updated.
Send your order acknowledgement by Email directly from the application. Use your predefined email templates so you even don’t have to type any text.
Depending on the modules/features you enabled, you can also convert your order into a contract (module contract), intervention (module intervention), invoice (module invoice) or any combination of this. If the module margin is enabled, you can also have a look immediately of the margin of your orders.
If you decide to manage shipments, close automatically your orders when all shipments are done. Depending on your setup, if you need to manage stock, your stock may also be increased/decreased.
Follow status of your open Orders
List and display all your orders. Choose which information you want to see on your lists. Filter and sort them on any criteria.
Analyse your sales or delivery performance
Use predefined statistics pages to get useful information of your sales representative performance.
Export your Orders with the Export module to reuse them with third-party tools, or connect directly your existing BI suite to the open database for Big Data analysis.