See how sales order management can help your business succeed
Give your sales and service teams real-time data to help improve their operations with the support of centrally managed sales activities. Fulfil sales orders, enter quotes, create shipments, apply discounts, track prices and check inventory all in one place to improve your overall ordering, fulfilment and delivery processes.
Integrated Workflow
Streamline your order processing by automatically triggering status changes, updates, notifications and more
Configurable Order Types
Make processing requirements easier with redefined order types and rules. Specify workflow scenarios and documents to be generated to keep your accounts receivable and inventory modules updated.
Flexible Promotion and Discounts
Enjoy the flexibility of managing complex pricing and discount policies with ease – even when they’re in multiple currencies. Specify rules or allow the order management system to calculate and apply the best discounts combinations.
Important features of sales order management
CRM Integration
Convert your CRM opportunities to sales leads without losing any of your information.
Shipment Schedule
Produce shipment orders according to item availability or delivery schedule. Customise your delivery schedule with different delivery dates for each line item on a sales order.
Credit Limit Verification
Perform auto credit checks prior to release of the order, and release credit hold when the order amount is decreased or payment is received.
Purchasing Integration
Link purchase orders with sales orders, and automatically generate new purchase orders when inventory is low. You can even hold sales orders until the purchase order is received, or drop shipments altogether.
Pick List and Replenishment Orders
Use your item availability records and warehouse location priorities to generate pick lists for your orders. Low on inventory? Auto-search other warehouses, issue replenishment orders, or even place the sales order on hold until new stock arrives.
Invoice Consolidation
Make it easy, with multiple shipment orders consolidated into one invoice. If required, you can even review and update the invoice information before printing.
Multiple and Partial Dispatching
Manage multiple warehouses easily, with the ability to fill a sales order from multiple warehouses, or even split the order into multiple shipments from different warehouses. You can then track these partial orders and manage back order deliveries.
Inventory Allocation
Customise inventory allocation rules at each step of the sales process, and use those rules to warn users when inventory levels are unavailable or over-allocated.
RMA and Reason Codes
Manage any returns with reason codes and return merchandise authorization functionality. You can process return orders as credit, or a replacement of damaged goods.