Trading and service company seeks software for order management and order processing

We are a trading and service company in the energy sector and are looking for software for order management and order processing. The focus here is on outsourcing (external services).

The software should meet the following requirements:

• Support and document order, purchase order, and invoicing processes
• Create quotes and invoices based on templates
• Automate standard and sub-tasks
• Workflows
• Approval processes
• Master data and contact management
• Project- and contract-related adjustments to terms and conditions
• Budget monitoring and controlling functions
• User management
• Reminder functions
• Follow-ups
• Email connection for incoming and outgoing quotes, orders, and invoices
• Inflation and price adjustment of remuneration rates
• Setting up permanent approvals for fixed recurring invoices
• Automatic generation of outgoing invoices
• Appointment, deadline, and contract management functions
• Display of the status of liabilities (due, overdue, paid, etc.)
• OCR recognition of information; “reading” of incoming invoices (PDF format)
• Automatic checks of items (e.g., number and price on incoming invoices match those on orders)
• Transfer of items and texts from service provider quotes to your own
• Support for foreign currencies (Anglo-American region)
• Multilingual desirable
• Customization and adjustments by the user
• Intuitive use
• Interfaces to account management programs; DATEV interface prepared or possible, need an interface to external accounting
• Preferably web-based (cloud or SaaS)

Five software workstations are planned initially. A subsequent expansion would then take place within the next 5 years, with up to approx. 10-20 software workstations.