Sales Order Management software helps businesses manage sales activities, order fulfillment, and customer service with real-time data access and integrated workflows. The software provides a complete, mobile-enabled, cloud-based solution that includes robust financials, inventory management, CRM, and more. It ensures visibility across all aspects of sales order processing, enabling better decision-making and improved customer service.

Key Features

Integrated Workflow Automate order processing and eliminate unnecessary steps with configurable workflows by order type.

• Configure order status, status changes, actions, notifications, and alerts
• Process orders in one click

Flexible Discounts and Promotions Manage complex pricing by warehouse, unit of measure, and other criteria.

• Establish flexible customer and vendor discount policies
• Apply discount rules based on quantity, volume, item, or group of items

Cross-Company Transactions Streamline cross-company buy-sell transactions by automatically creating a sales order in one company from a purchase order in another company.

• Generate purchase receipts and sales invoices automatically
• Simplify intercompany transactions

System-Wide Integration Integrate with CRM, Inventory Management, Requisition Management, Purchase Order Management, Accounts Receivable, Production Management, and Field Service Management.

• Ensure data consistency
• Enhance productivity

Benefits

Improved Customer Service Provide real-time access to available inventory, order status, shipment information, and current pricing.

• Create and fulfill orders accurately
• Enhance customer satisfaction

Enhanced Efficiency Streamline sales order processes and improve efficiency.

• Save time
• Increase productivity

Better Financial Management Ensure accurate financial reporting and cost tracking.

• Reduce errors
• Improve profitability