Sales Order Management

Workcube sales module offers you all functions you need to control all sales activities from the opportunity entry to the shipment centrally. Each sales personnel, who is the user of Workcube Sales module, can instantly access to the general and contact details related to the customer, customer orders, the sales proposals, the opportunities and projects related to the customer in order to provide optimum sales, consultancy and support service. Order Module, the sub-module of Workcube Sales Module, is in complete integration with Workcube’s finance, shipment, inventory, production, product management, mobile sales and campaign modules. In this way, when an order is received, the procedures such as customer current account check, product inventory check, discounted price calculations, product delivery from the company inventory, suppliers or other outsources can be easily performed. The promotions calculated in the order detail are automatically displayed by the system. Product, purchase and shipment orders can be automatically created over the order. It converts quotas to order for once or for weekly, monthly or quarterly recurring periods. It calculates the current discounts, transportation costs and taxes automatically. The module supports unlimited amount of invoice and delivery address entries. Furthermore, it allows to perform unlimited amount of order categorization according to the characteristics such as delivery date, back-order date and quantity etc. It supports the utilization of contact details created previously in order to accelerate the existing shipment and delivery methods and order process. Furthermore, the order module offers an opportunity for order confirmation with e-mail and order status follow up. The past orders and order status details can be directly sent to the customer. The orders can be printed and saved as document by converting to PDF, Excell, Word or Open Office formats. You can easily create new customer entry while receiving order in the order module. You can perform search among the existing customers. In order to facilitate the order entry, many fields (invoice, delivery address etc.) are completed automatically from the customer details.  The links in the order page facilitates the transition to frequently used pages (relevant proposal, relevant project, order meeting report, payment details, package details and customer sales history etc.), follow up and entry during the order. Workcube Sales Order Management Functions Entering any kind of order Receiving online order Product basket with parametric column details (inventory code, barcode, producer code, product name, quantity, unit, serial no., price, VAT %, due date, 5 separate discount columns, line total, net line total, payment method, tax total, final total, VAT total, delivery date, displaying price total and calculating automatic price for each product) Adding unlimited amount of products to the order Adding product to the order from the barcode device Associating the order with the sales employee Associating the order with the sales partner Associating the order with the customer’s (partner's) employee Associating the order with the project Order approval process design Defining priority to the order Selection of shipment method related to the order Selection of payment method related to the order Associating the order with the proposal Performing product inventory reservation during the order entry Adding document to the order Displaying the contracts in force with the customer instantly Automatically calculating the order amount according to the contract conditions (Due date difference percentage, score according to the order amount, product discount according to the quantity or amount and score calculation per product) Displaying the current promotion conditions and calculations related to the order amount or products  (free product, gift product, score, chance coupon, period premium, % discount etc.) Monitoring the currency status of the order Monitoring the history of the order Creating automatic production order from the order Creating automatic shipment order from the order Creating automatic purchase order from the order Defining package details for the order Direct project entry from the order Monitoring the meeting report of the order Printing the order, converting to PDF and send as e-mail Order output templates prepared specific to the company for PDF, Print and e-mail Copying the proposal Adding follow up to the proposal Disabling the proposal Customer quota account follow up from the order