Sales order processing in SalesRep
Feature list
Compile your order
Browse catalogue and use "Add to Cart" button to add products to the cart
Users can compile orders while offline
Compile orders using a variety of options
Checkout
Once the order is ready to be submitted, extra features support efficient business processes:
Check prices to obtain the latest prices from your ERP prior to placing the order
Request online signature to confirm order
Add contact and delivery details
Finally, the order is placed into your ERP in real-time.
Read Placing an order in SalesRep for more information.
Additional features that support sales order processing in SalesRep
During the sales order process, your users can
Once the order has been placed, your customer receives an automatic email with their order details. Additionally, you can:
View whether your orders have been successfully submitted to your ERP
View, print and email commercial documents