Ordering

 

Overview

 

Editing in one system:

·         Offer

·         Order

·         Invoice

 

Offer management

·         Entry, modification, and copying of offers

·         Offer costing

·         Offer forecast from offers

·         Foreign languages and foreign currencies

·         Printing and emailing of offers

·         Offer tracking, control, and resubmission

·         Offer statistics

 

Order management

·         Conversion of offers into orders

·         Entry, modification, and copying of orders

·         Foreign languages and foreign currencies

·         Printing and emailing of order confirmations

·         Order statistics

 

Invoicing

·         Invoice proposals in connection with project progress

·         Invoice data from project reporting (actual efforts)

·         Forwarding to accounting (e.g. Datev)

·         Confirmation from accounting (payment)

 

Separate forms can be created for the main documents.

 

From order editing…

 

... through to mailing of the order confirmation.

 

Your advantages

 

·         Fast and clear editing of offer, order, and invoice

·         No materials management – simpler for service providers

·         Integration of data with project and request management as well as sales

 

Your benefits

 

·         Added efficiency thanks to the integration of all sales processes in a single software

·         Cost savings thanks to an end-to-end process and the avoidance of redundancy

·         Immediate overview of all data