Order management application brings accuracy and visibility of order creation in field. Central planning team get benefited by visibility of order booking. Visibility of order booking information brings better control on delivery management. Improved delivery to customer results into higher customer delight index and hence repeater order.
Order management is key process in sales force automation.
Order management is critical functionality in sales force automation. Customer master, Product list, price list, discounting and taxes can be predefined in Order management application. Order management brings product list at the fingertips of salesman. Salesman can select product and qty to prepare estimate / quotation or orders. Price can be taken automatically by system form price list. Discounting and taxing functionality used for auto calculation of total amount to prepare estimate/quotation/order. It is easy to email estimate / quotation to customer. Salesman can upload and book order form the field. Central back office is always aware about order booking status form the field. Various reports and charts are available for planning delivery and optimizing revenue. App supports checklist with radio buttons, check boxes, pull down menu, photo upload, bar code and signature of customer. GPS can be used to ensure geo tagging of task. Report can be generated in PDF and Excel formats. Chats and dashboards are useful for monitoring productivity of field staff. App can be customized with your checklists, logos and color. Different users can have different level of authority and rights to view reports and information. Work flow can be customized to meet your organization need.