Manage your customer or supplier orders.
Manage your order workflow and product stock according to your rules.

Create your Order

Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time.

Include predefined products to save you time, or enter the list of products and services manually.

If predefined fields do not match your needs, add your own custom 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 within the application. Use your predefined email templates, so you don’t even have to type any text.

Depending on the modules/features you have enabled, you can also convert your order into a contract (module contract), intervention (module intervention), invoice (module invoice) or a combination of these. If the module margin is enabled, you can also review the margin on your orders.

If you decide to manage shipments, then you can close your orders automatically when all the shipments are completed. Depending on your setup, if you need to manage stock, your stock may also be automatically increased or decreased as applicable.

Follow the status of your open Orders

List and display all your orders. Choose which information you want to see in your list views. Filter and sort your lists based on any criteria.

Analyze your sales or delivery performance

Use predefined and dynamic statistics pages to get useful information about your sales representative’s performance.

Export your orders with the Export module to reuse them with third-party tools, or connect your existing BI suite directly to the open database for Big Data analysis.

More information on how to manage your Sale Orders is available in this video…