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Customer Order Management

 

Easily Process and Manage Customer Orders

Everything from Order Entry to Customer Invoice

Customer Order Management handles the creation, maintenance, shipping and invoicing of your customer orders for goods and services. Flexibility is key to the COP’s performance. It efficiently accepts your orders from a variety of inputs and prices items from a wide choice of discount and markup rules.

The user’s task is kept simple because the process may be customized to the individual’s needs.

Customer Order Management Benefits

As integration of business functions is one of the key strengths of an ERP system, the integration process begins at the contact with a potential customer. Therefore, this process of customer ordering is at the heart of the ERP system, capturing the order and shipping the goods, integrating with material management to control the inventory, financial accounting to manage the billing and flow of cash, and measurement of the profitability of operations and production planning to ensure an economical flow of goods to inventory and customers.

Customer Order Management Features

Customer Orders, Credit Memos

WorkWise ERP manages your customer orders and credit memos, handling the invoicing and shipping of your customer orders for goods and services.

Promise Date Calculation

Calculate the date when customer orders are to be shipped and received with the promise date calculation.

Credit Checking Management

Credit checking management allows software users to see credit issues and supports checking customer credit.

Direct Fulfillment with Shop and Purchase Orders

Fulfill shop and purchase orders, ensuring that all orders are being fulfilled in a timely manner.

Acknowledgements, Pro-Forma Invoices, Picking Tickets, Packing Lists, Invoices

Inform your customers of order costs with Pro-Forma invoices, standard invoices and picking tickets.

Automatic email and faxing with Integrated Document Archiving

Save time and focus your energy on time-consuming tasks with the automatic email and faxing feature within the Integrated Document Archiving.

Bookings and invoice history analysis

Keep track of your bookings and invoice history, for stronger company organization and analysis when needed.

Blankets/Shipping schedules

Schedule blankets and shipping to create more organization and accuracy.

Kitting and Product Configurator integration

Integrated within your WorkWise ERP, the Product Configurator customizes products to meet the needs of a particular customer.

Optional integrations are available for automating the handling of Credit Cards with a 3rd party merchant processor and managing Sales Tax calculations with Avalara.

ERP software together with CRM software

WorkWise ERP includes our award-winning, full-featured CRM software. From quote to delivery, WorkWise gives you complete control of every aspect of your business.

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