Sales Order Processing

Capture customer data, validate it and produce required documentation. Store and track the sales order process through its stages. Integration with vendors or service providers such as Equifax

01 - QUOTING

Capture customer data - whether new or existing, input billing contact and address as well as a delivery address

Add products, services, add-ons

02 - QUOTE VALIDATION & COMPLETION

Complete a credit check and in cases when producing a lease quote this process can include the production contracts with e-sign capabilities.

Exportable quotes for provision to customer.

03 - ORDER CREATION

Whether converting a quote into an order or creating a new order.

- Carry out a final stock check
- Set the customers required date

05 - ORDER COMPLETION

Customer receives order and invoice.




04 - ORDER PROCESSING

Warehousing to run through order tasks for example:

- Book of delivery slot
- Collation of items
- Lodging out of stock
- Despatch of goods
- Invoice generation

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