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Order Manager

Order Manager


Our Order Manager solution works with the Quote Manager CPQ. Items can be picked from the quote so that multiple orders can be made from one Quote.  

Various processes are managed including assets, despatching, manufacturing builds, recurring revenue and invoicing and Tax. 

Why use Order Manager for Microsoft D365?

Manage multiple Orders

 

Our solutions work within Dynamics 365

and can work using existing Dynamics 365 Sales licences or Power APP’s which makes

a quote tool user from as little as £23.75 including the  Microsoft licences.

Training Course Number 2

View Stock Position


Make 
business decisions with a complete understanding of your stock position.   

Order manager works with the Stock & Purchasing manager solution to show current stock, stock on order, stock picked for manufacturing. 

Control Manufacturing


Orders work with

Stock and Purchasing to manage the manufacturing process.  

 Order manager manages the build process, 

allows users to assign

serial numbers

and manage assets. 

Financial

Control

 

Order Manager manages various aspects of the accounting and billing processes.  

Invoices are prepared and can be uploaded to Finance Systems.  

Recurring billing is managed from the quote, monthly, annual and quarterly bills can be managed. 

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Simplify your Quoting Process

Pricing

Select your Quote to Cash Solution 

Quote

Manager CPQ

£18/month or  £195/annual

 

Our Quote Manager CPQ allows sales to search and add product, manipulate the quote output to meet the needs of the customer. 

 

The product database is held in Dynamics and allows for one excel sheet export and import to manage additions and changes and invoicing financial transactions.

 
Order Manager for Microsoft D365 CE

Order

Manager

£18/month or  £195/annual

 

Our Order Manager solution works with the Quote Manager CPQ and allows users to manage the complexities of Customer Orders. 

 

 

Also included in this module is 

billing /recurring revenue, 

sales tax and invoicing financial transactions.

 

Stock and Purchasing for D365 CE

Stock and Purchasing Manager

£18/month or  £195/annual

 

Our Stock and Purchasing module works with Order Manager to give you greater insight into stock & purchasing information 

 

 

Users can make better decisions

 to speed up customer deliveries and reduce stock levels.

 

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See Order Manager in Action

Videos

Related Videos

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