Workbooks Order Processing
Efficiently process and deliver sales orders, from initial quotes to contracts, orders, and invoices. Improve forecasting and collect money faster.
Efficiently process and deliver sales orders, from initial quotes to contracts, orders, and invoices. Improve forecasting and collect money faster.
Efficiently process and deliver sales orders, from initial quotes to contracts, orders, and invoices. Improve forecasting and collect money faster.
CRM RESOURCES FOR ORDER PROCESSING
SUPPLIER MANAGEMENT
Track all suppliers and their specific prices. Apply rules and use schemes to increase accuracy. Track all communications against requests. Create contracts with suppliers and manage integration processes, incl. risk assessments, and quality audits.
QUOTES
Create professional-looking quotes in minutes. Standardize terms and conditions, implement approval workflows. Help your sales team select the right products and services for each customer. Ensure consistent prices and discounts.
ORDER CREATION AND PROCESSING
Turn quotes into orders with a single click. Track status as they are met and billed. Use electronic signature for speed and less paperwork. Create orders directly from opportunity or quotation records.
CONTRACT MANAGEMENT
Generate brand proposals and contracts. Use customizable templates to make your proposals and contracts look the way you want them to. Incorporate electronic signatures for an easier shopping experience.
AUTOMATION
Create multiple invoices from an order. Create cases or project activities from orders to manage service delivery. Automate repetitive tasks and remove the administrative load associated with quotes, CPQ, request.
ORDER FULFILLMENT
Track the status of individual orders and line items in purchase orders. Automatically create purchase orders and vendor invoices with a single click. Create customer agreements directly from orders.
MULTI-CURRENCY / COMPANY / TAX
Configure which currencies to use, set exchange rates and periods. Select a local currency for global consolidation. Easily configure different tax rules and schemes for each legal entity, ensuring compliance.
REAL-TIME REPORTING
Easily review quotes that expire this week, quotes for approval, open orders, pending invoices. Give visibility to sales in real time. Track order performance by sales representative or team to manage commissions. Quickly recognize the recipe.
SUBSCRIPTIONS AND RENEWALS
Automatically remind customers when their contracts should be renewed. Identify renewal fees and predict future subscription levels. Automate the billing process, create and manage subscriptions with flexible terms, and collect payments.
WANT MORE FUNCTIONALITY?
Improving sales order processing can positively affect the cash order cycle and customer experience. Workbooks offer advanced out-of-the-store order processing features that help you achieve efficiency throughout the sales order process.
Workbooks have recently added Configure, Quote(CPQ) functionality to simplify and automate complex quotation processes, empowering sales teams to create quotes quickly and accurately.
System requirements:
CPU: 1.8 GHz dual core processor
RAM: 2 GB
HDD / SSD: 50 GB of free space on the main drive
Operating system: Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit and Microsoft Windows Vista 32-bit
Resolution: 1024×768
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