Live updates to sales orders

Enquiries and quotations are progressed to sales orders, pro forma invoices and invoices with no data duplication and in alignment with your stringent procedures. In-built monitoring controls ensure orders are placed in accordance with stock availability, agreed pricing and customer terms while workflow procedures ensure orders are fully authorised prior to release.

From prospect to customer

Telesales staff have all the information they need to answer price enquiries, prepare quotations and estimates. Whenever the customer is ready to go ahead, their enquiry can be converted into an order which simultaneously reserves the stock, checks the customer's credit situation and enters a sales commitment on project records (if appropriate). First-time orders cause the prospect status to be elevated to customer status. This whole procedure eliminates re-keying and improves the accuracy of pipeline reporting and sales management.

Workflow and visibility

Live look-ups to stock records, prices and customer terms provide your sales staff with additional control before confirming an order, which can then pass through your authorisation workflow. Monitored sales orders may start with a status of 'Hold', and then undergo stock, credit and delivery route checks before release for despatch and invoicing. Previous orders and quotes can be viewed and amended at any time, and duplicated for speed of entry.

Automated alerts further speed up the progress of each enquiry as it passes through the staff and departments necessary to complete your order process. Enquiry screens and reports enable you to easily monitor the progress of any order.

Further information:

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