The ORDER ASSISTANT (order processing) offers order processing with order overviews, quotation templates and forecast planning. In addition, releases can be defined and complaint management can be set up. Order processing enables transparency in sales (follow-up on quotations, etc.). Extensive evaluation and analysis options are available. The ORDER ASSISTANT was created on the basis of the notation BPMN 2.0 and can thus also be flexibly adapted and documented. The assistant can be integrated into existing systems such as e.g. goods management, ERP, PIM, CRM, or DMS but also run as a web-based stand-alone.
Process of fulfilling customer orders
Order processing with order overviews and quotation templates
All input channels e.g. web forms, stores, fax, telephone, payment systems
Workflows and releases can be defined on a model basis
Contact search and storage of service locations
Different billing and delivery addresses possible
Storage of payment agreements, expense rates, discounts and binding periods
Free order types
Order compositions (picking)
Position splitting, set formation and free article deposit
Supervisor information, partner deposit and commission information
Project folders and quotation versioning
Approval workflows, incl. escalations and substitute regulations
Digital assistants for queries, new offer versions or after-sales service
Freely definable responsibilities for quotation levels and responsibilities
Forecast planning with quotation generation
Guided order entry incl. order confirmation
Automated notifications for other departments, e.g. for delivery of goods or invoicing
Transparency at any time incl. color process visualization
Order comparison with quotations
Sales planning, which can also be synchronized with CRM
Transfer of won orders into the forecast
Display of the entire order progress and payment defaults
Linking orders with invoices, contracts or credit notes
Automated control of incoming payments
Reconciliation and documentation of stock movements
Complete transaction overviews and process transparency
Open item lists, including dunning
Extensive evaluation and analysis options
Integration into existing IT systems possible, e.g. PIM, goods management, ERP, CRM, DMS or as web-based stand-alone solution
Schufa interface for credit checks, flexible delivery modalities and price conditions
Audit-proof archiving possible
Simple extensions e.g. complaint management, time recording and returns processes
Numerous interfaces are available for the wizard, such as Oracle, SAP, IBM, DATEV, MS Dynamics Nav, many ERP, CRM and DMS.
This software is intended for companies that are not looking for a standard solution for order processing, but a solution tailored to the specific requirements of the company.
Let us advise you!
The ORDER ASSISTANT is industry-neutral
Meaningful references can be requested.