Order Processing

Customer Sales Orders

Using the Workbooks CRM System, you can easily manage the orders you receive from your customers. The simple to use workflow quickly transforms one of your existing opportunities or quotes into a new order. All of the details are transferred from the system automatically, pre-populating the order saving you time and effort.

Sales orders contain details of the items ordered by your customers, allowing you to track cost prices, sales prices and gross margins at a product level. Order line items can be added manually to an order, or you can select the details from the ‘Product Book’ depending on the order specifics. You can also manage special cases such as promotional pricing on products or pre-agreed discounts using ‘Customer Pricing Schemes.’

The Multi-currency support allows you to process orders in different currencies, but track the values in your own ‘home’ currency. You can also create tailored order statuses, allowing you to track your internal order approval and fulfilment processes.

Professional Output documents

The Workbooks CRM System enables you to create professional looking order documents in PDF format allowing documents to be emailed to customers immediately and reducing postage and consumable costs. You can create multiple order templates to support different types of agreements and you can merge information from the order record.

Purchase Ordering

‘Supplier Orders’ enable you to create professional-looking purchase order documents which you may then email to your suppliers. ‘Supplier Orders’ can easily be created from ‘Customer Orders’ by automatically pulling through the relevant product line items and appropriate unit costs for submission to your supplier. By streamlining your sales order processing, you can reduce your operational costs and improve the quality of service you deliver to your customers.

Supplier Management

The Workbooks CRM System allows your organisation to manage your suppliers more effectively. You can track your suppliers by category, identify key people and store relevant ‘Notes and Attachments’ against the supplier records for recording an even greater level of detail. ‘Security Rules’ allow you to control which of your staff can appoint an organisation as a supplier to prevent opportunities for invoicing fraud.

Supplier ‘Pricing Schemes’ enable you to identify which of your suppliers can supply specific products, and at what price, before a supplier order is raised. You gain a greater degree of control over your supply chain and your customers benefit from the keenest material prices. Because your transaction information is stored against the supplier’s record, you have complete visibility of your order history and can report on key metrics such as the business you have given to a supplier, and sales of supplier products.

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