I want to send Order Confirmation to Customer against Quotation won.
Sales team can book Orders in eBizWiz CRM against quotations won. This Order document can be sent to Customer as Sales Order confirmation.
I want to update Order execution status on a Mobile device.
Activities to execute a Sales Order can be assigned to Back-Office and Front Office team. Such activities will appear in each user’s To Do list on his mobile device. Respectively, each user can mark the activity as Done or give a Pending Reason.
I want to know pending orders with reasons - customer-wise.
In eBizWiz CRM you can log all orders received. Upon dispatch (full or part delivery) against these orders, the order received status is automatically updated. Also, for all Pending Orders, a valid Pending Reason can be given. A report on Pending Orders with Reason - Customer-wise can be extracted.
I want to place Orders / Indent on Suppliers, Manufacturers, Branch, Factory.
Based on orders to be fulfilled / spares required for service, Orders can be placed for requirement of finished product, raw material and spares.
I want to maintain and optimize Sales and Service inventory - Branch-wise.
Minimum level, Re-Order level, Maximum level, Minimum Order quantity and Maximum Order quantity can be set for each item, branch-wise. Upon reaching any of the aforesaid levels or while ordering, an alerts will be given to user, thus optimising inventory.
I want a real-time consolidated Branch-wise Sales report - by City, Period.
Once all your branches are online, taking consolidated reports for branches OR selective branches is the easy part. Important reports can be monitored through our powerful dashboard with graphical presentation.
I want to know Sales Person-wise Outstanding Payment.
Traditionally, payment collection is the responsibility of Sales Person. Since Sales Person is responsible from Inquiry to Billing, the managers can also monitor Sales Person-wise outstanding payment through our powerful dashboard with graphical presentation.
Your message has been sent. Thank you!