Order Management

Order Management

Stremline your sales process from end-to-end

Manage item prices at customer level, and don’t fret over wrong sales order generation

Customer Quotation from has complete customer details, order details payment terms and beyond. There are options providing, quantity, unit price and taxes and discounts in the order line. Other information such as sales rep details, invoicing status also available right within the quotation. The insightful options provided in quotation prevent you from generating wrong sales orders. You can configure your own template based on the requirement.
Editing the discount tab to fit the client’s needs.

Set delivery milestone/date target

Once you are done filling the quotation you can send it to the customer by clicking send by email button. You can set the delivery milestone.

Get alerts when items need to be delivered

Automated alerts or notifications for the items to be delivered are allowed in Scopex.

Realtime Track and control every sales order’s status

Track and control different stages of sales order. (Draft- waiting- ready-done.) When quotation is filled the sales order is by default in draft stage.

Estimate cost and profit line for each order

The information about the product is available in the quotation itself each which helps you adapt the offer to fit the clients need and also helps you estimate cost and profit line for each other.

Validate backordering for out of stock products

When there are not enough inventories the app communicates with you to make the process convenient. Track every stock move from purchase – warehouse bin -sales order since the modules are integrated with warehouse/inventory.

Convert order copy to Invoice in one click

Converting order copy is as easy as one click within sales order.

Generate delivery challans

Generate the challans with customer details, payment details and shipping details based on its medium of delivery.

Feasibility for partial invoices against order

Scopex allows you to have partial invoices against partial delivery orders.

Track payment status for each order.

Invoice page has different stages such as DRAFT, OPEN, PAID. By default invoice is in DRAFT stage. You have to validate to move it to OPEN stage and you have to trigger the register payment for the stage to move to PAID which means that you received your payment on delivering the order. Scopex allows to

Start a Free Demo!

Scopex Apps provides a FREE Demo to all its client to play around with the product & get to know if it suits their business. Scopex apps also offer a 1 to 1 free demo session to explain how you can use Scopex apps for your business.

With Scopex Order Management Mobile App

you can connect with your customers when You're on the move,and manage your end-to-end sales cycle.

Download the best Order Management Mobile App for iphone & Android.

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