From Quotation to Invoice

Assetminder’s Sales Order Management is a tool that helps control the process between a customer placing an order, and the product going out for delivery. It tracks sales, stock and fulfilment as well as ensuring all processes and people in-between are kept informed and up-to-date.

Quotes

The Sales Order Management Process can begin with a sales quote — a document that estimates the cost of a customer’s order and outlines payment terms. A Sales Representative creates the quote based on a customer’s needs, and sends it to them for approval.

A quote is just the first proposed price a seller gives their prospect. Sometimes, the buyer accepts it as-is. But there is often back-and-forth between the Company's decision-makers and the Sales Representative to agree on terms.

Sales Orders

Once a buyer accepts the terms of the quote, it becomes a Sales Order. Once everything is organised on the seller’s side, e.g. Payment Terms, Signature, PO Number, they will reroute the order to the company’s warehouse.

• Accept an order regardless of channel origin

• Organise orders for the warehouse picking team and delivery team

• Update stock levels across all systems, including your online sales channels

• Track the order process for customers and employees

• Handle Complex Pricing Structures so all channels and/or customers can receive unique pricing.

• Communicate with Sales and Company Reporting Tools to offer stock and sales forecasts

• Integrate with all other Business Processes such as Accounts, Payments, Purchase Orders and Invoicing

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Data Integration to Sage or other ERP Systems

Assetminder integrates with other Business Systems such as Sage or other ERP systems and Customer Relationship Management (CRM).The continuous data flow enables all departments to have an accurate view of sales orders plus, the information is searchable and any team can revisit it for further analysis, if they need to.

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Aside from streamlining the Sales Order Management Process its accurate cross-platform data (coupled with automation), makes future sales engagements, customer communication and fulfilment much smoother.

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Don’t let legacy, outdated and disparate systems hold you back from your full potential. Managing orders can be hassle-free with Assetminder, it will help you maintain everything from Order Processing to Purchasing, Stock Control, Accounts and all your Sales Channel Management, from one Central System.

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Embracing Assetminder will inevitably improve efficiencies, to help you buy better and sell smarter, to deliver Optimum Performance.

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