Create sales order, fulfill order, split orders, handle return and cancel. Full cycles of quote to order and order to invoice are supported. Benefits Fast-track cash flow with an integrated quote-to-order-to-cash process. Drive complete sales cycle: quote-order-fulfillment-billing-inventory in a single application. Automate your billing by setting recurring invoices. It is always online – no need to maintain server, backup data and update applications. We will do this for you. Key Features Quote and Order Management Convert an existing quote to order in a single click. This eliminates the quote and order errors. You can also create an order directly without a quote. Quotes and orders are seamlessly integrated with inventory. It ensures that order reflects latest pricing, discounts and stock level. Support for consulting services and projects. Complete Order Fulfillment Splits an order in to multiple shipments or combines multiple orders in to single delivery. Split and merge of orders supported at line item level. Automatically finds all outstanding order for a customer at the fulfillment. Handle return and cancel orders. Fulfillment cycle: print packing list, pick, pack, and ship. Billing Management and Invoicing With auto generated invoices as orders are executed, it put bill into customers’ hands sooner and accelerate cash flow by faster billing and greater billing accuracy. Customer, order, invoice and payments are centralized to reduce the risk of user error. Easy to setup recurring invoicing help accelerate cash flow. Integrated Inventory Management Manage your product catalogue. Activities such as lot #, location, received date, serial #, expiry date etc. are supported. Fully integrated with quote, invoice, order and purchase order management modules. All sales orders and purchase orders are tracked at the item level in the inventory. Procure products from listed vendors. Upload your initial inventory by uploading CSV file.
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1. Sales Order ManagementDatamoto http://datamoto.com
2. Sales Order Management From Quote Directly add Order without
Quote 3. Sales Order from QuoteClick on Quote 4. Click on Quote 5.
Click on Convert to Sales Order 6. ClickUpdate if needed 7.
ClickEnter customers order number. Dont have? Enter todays date or
any number 8. Sales Order List Click 9. You just generated a sales
order from quoteReference to the Quote 10. Sales order without
Quote 11. Sales order without QuoteClick on Sales 12. Click to add
13. Set this if order is for ServiceFulfillment steps for Goods and
Service are different 14. Click Type * to list all, or initial
letters to shorten the listSelect a customer 15. ClickEnter
customers order number. Dont have? Enter todays date or any
numberEnter items. To list items from inventory type * or item
codes 16. Click to view or editYou just created the sales order 17.
Click to BookOnce you book it it cant be edited! 18.
ClickFulfilling an order means service delivery or shipping if
needed, generating invoice and updating invenotiry 19. SaveClick to
view past fulfill ordersEnter quantity to ship 20. Ship &
generate invoicePrints Packing List Get items from inventoryPack to
shipYou reach here because your order is for GOODS. For SERVICE
order this step is omitted. 21. Click to view or edit 22. You
shipped 20 items 23. InvoiceClickNew invoice with status shipped is
created automatically 24. Link to Order and Shipping ID 25.
Inventory is updated automatically with sales order ClickSales
order has 10 items yet to ship 26. Inventory is updated
automatically with the order execution 27. To process return of an
orderClick on Sales 28. Click to openCan cancel only shipped or
partially shipped order 29. Click 30. All invoices for this order
are listed belowSelect invoice for return 31. Click to SaveEnter
quantity returnedEnter damaged quantity scrap items Auto populated
32. To cancel an orderClick 33. SaveCancel remaining order only 34.
Datamoto http://datamoto.com
