Order Entry
Track every order from quote to cash, in real time
Order entry is the first step in your sales process, and mistakes made here cost you money and customers. As order volume grows, every order needs to be captured accurately, tracked, and filled on time. Connected gives you a real-time view of every order, the inventory behind it, and where it stands right now.
QuoteOptional
OrderEnter order or convert from a quote
TrackStage by stage
Pick & packScan to confirm
ShipFull or partial
InvoiceBill and get paid
Built for order tracking
Quotes to orders
Turn an approved quote into a sales order, or combine several quotes into one order, without re-keying. Quotes are optional, so you can also enter orders directly.
Track every order by stage
Tag orders with your own stages, like Approved, Preparing to Ship, and Shipped. Filter the Sales Order ledger by stage, and let Quick Ship update the stage for you. Learn how
Partial shipments and back orders
Ship what you have now. Connected keeps the rest on back order, and the Incomplete Orders report shows everything still to fill.
Pricing your way
Price matrix, customer-specific pricing, custom price tables, and discounts on an entire order. Learn how
Orders that drive purchasing and production
Create purchase orders or work orders directly from a customer order, so supply follows demand.
Pick, pack, and scan
Print picking lists, packing slips, and shipping labels. Add Scanning Confirmation to verify every item before it ships. Scanning Confirmation
Deposits and card payments
Record customer deposits in advance and process credit cards right in Connected with CardPointe. Credit cards
Surcharges and ship-to addresses
Add freight and tariff surcharges, and ship to multiple addresses for the same customer. Learn how
Use case
From quote to cash: Order #1042
A customer asks for a quote on 100 units of WIDGET-A. Only 60 are in stock. Here is how Connected tracks the order from the first quote to the final payment.
QuoteOptional
The quote is priced from the customer’s price table and emailed in seconds. Don’t use quotes? Skip this step and enter the order directly.
OrderApproved
The customer accepts, and the quote becomes Sales Order #1042 with one click (or the order is entered directly). A deposit is recorded against it.
Ship what’s on handPartially Shipped
Staff pick and scan the 60 units in stock. Quick Ship sends them and updates the stage automatically, leaving 40 on back order.
RestockOn Order
A purchase order for the remaining 40 is created straight from the customer order. When it is received, the back order is ready to fill.
Ship the balanceShipped
The last 40 units are picked, packed, and shipped. The Incomplete Orders report no longer lists the order.
Invoice and get paidComplete
The order is invoiced, the deposit is applied, and the balance is charged to the customer’s card with CardPointe.
Order reports
Incomplete OrdersPicking ListPacking SlipsShipping LabelsDemandSales Orders JournalAll reports
Quotes, sales orders, and back orders are included in Connected Enterprise.See every report on the Reports page.
