Order Manager
In
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
and can work using existing Dynamics 365 Sales licences or Power APP’s which makes
a quote tool user from as little as including the Microsoft licences.
View Stock Position
Order manager works with the Stock & Purchasing manager solution to
show current stock, stock on order, stock picked for manufacturing.
Control
Manufacturing
Order manager manages the build process, allows users to assign serial numbers and manage assets.
Financial
Control
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.
Arrange a Teams call
See Order Manager in Action
CRM Dynamics
Quote to Cash Solution
Manager CPQ
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.
Manager
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.
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.
Arrange a Teams call
Simplify your Quoting Process
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