Convert Quotes to Sales Orders
The Sales Order Module provides
total visibility and control over the sales order process. OrderlineBOX is business management software which can deliver huge time-savings by simply using data already input into the software at the quotation stage to generate a sales order. OrderlineBOX completely
removes the need to re-key data. It
saves you time and
eliminates the risk of human error.
"We no longer have to double enter data into multiple systems and so it has helped eliminate that element of human error associated with our previous manual systems."
Bladen Box & Display
How does it work?
Quotations can easily be retrieved in OrderlineBOX using a
simple search facility. Quotes can then be
seamlessly converted into a sales order. OrderlineBOX has been wholly designed with the user in mind. So it is incredibly quick and easy to use.
Ease of access
OrderlineBOX is based on a
secure and robust database which stores and makes easily accessible all the information needed for the quote to invoice process. OrderlineBOX has been developed to allow users to complete the entire sales to invoice process within a
single central screen which is clearly laid out, uncluttered and easily understood.
Accessing all areas of the system straight from a central area speeds up processes and saves you time. This centralised access makes OrderlineBOX
ideal for smaller packaging businesses where the entire sales to invoice process is generally managed by a small number of staff.
For the
larger integrated corrugated plants in which different areas of the business typically manage separate functions such as sales, purchasing and invoicing. A number of separate but highly integrated system modules allow users to be assigned
access rights to separate areas of the system according to their roles within the business.
Benefits
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Features
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Seamless conversion of quotes to sales orders
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Centralised access point ideal for independent sheet plants
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Highly integrated system modules for larger integrated plants
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User rights and authorities
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Secure robust database to keep your data safe
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Easy import routines
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Functionality to ensure you can easily update data
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Clean, modern, fresh, user-friendly interface
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Credit control on Order entry
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Duplicate customer reference checking
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Automatic or manual Sales Order numbering
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Create delivery schedules, call-offs and deliveries
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Optional Acknowledgement printing, pdf creation and email out
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Multiple delivery addresses
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Include Sales Terms
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Foreign currency orders
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Delivery tolerances
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Part deliveries
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Include supplementary charges
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Add comments and instructions to Orders
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Change Product Code Feature
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Customer Discounts
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System Images
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