Sales Order Process

Sales Orders are the critical link between Sales, Finance and Delivery. This is the essential component giving you a joined up solution, rather than a disjointed and fragmented view of the customer journey.

Using OpenCRM your sales team can easily create Quotes and then using the information already entered, win the business and create a corresponding Sales Order.

Effective Sales Order analysis helps all depts to keep their 'eye on the ball'. Knowledge is power and sharing this information with the right people improves team 'buy in' and gives a better understanding of the whole business process.

Track Sales Orders to see which orders are outstanding or need to be signed/confirmed. Track recurring Sales Orders through OpenCRM so that finance and administration can easily create Invoices when the Sales Orders are due.

Sales Orders take account of the credit control features within OpenCRM, warning you when a customer is over their credit limit, including the ability to stop orders being processed as well as product fulfilment functionality to help with stock control and inventory management.

Build sub totals into your PDF's and include the PDF in one click, in an email, using a standard template to send the order onto your customer for signing.

Electronically eSign Sales Orders through your customer portal including security measures to maintain eSign credentials for specific users.

Link Sales Orders to other entities within OpenCRM including Opportunities, Projects, Purchase Orders, Activities as well as Invoicing. Track sales commission at order level. Report on different criteria, orders due, expired, eSigned, by user, large value, low margin and many more.