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.
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.
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.
Don’t let legacy, outdated and disparate systems hold you back from your full potential.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.