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Orders Management

 Prosoft CRM
  • Order can be made instantly from ‘Quotation’ which is approved already.
  • You can see the status of Order for e.g. Open, Partial, Cancel, and Close.
  • You can assign order to someone else to be as an owner.
  • Visibility privileges setting can be done by users or sales person who logs into the system.
  • Sharing can be done so that other employees can access according the privileges which have been set.
  • Order can be posted to create Shipment and Invoice at the same time.
  • New address can be updated like Billing address, Shipment address.
  • You can specify Opportunity in Order.
  • Types of items can be specified in Order. These types can be ‘Items’, ‘Service’, etc.
  • Job and territory can be specified in Order and can used in analytic reports.
  • Shipment date can be specified.