Company Dynamics Software - Business Features
Quotes, Orders & Invoices
Enhanced Sales and Quotations and the way in which you present them can make a difference when trying to attract new and repeat business. Your documents can be designed to include your company logo to project that professional image.
Order lines can include customer notes and instructions which can be printed on documents.
Order lines can include customer notes and instructions which can be printed on documents.
Work can be managed through target and action dates. Stock can be quickly checked and selected from any location or branch or you can simply create a purchase order directly from the sales screen.
The sales reports let you run audits, analyse sales volume and monitor performance & profitability by sales person, customer, source and other criteria. There are work reports to help you manage order progress and outstanding balances as part of your day-to-day business.
Unlike other systems, our flexible order input screens are tailored to suit the job in hand. You can easily switch between simple EPoS modes to more complex order views where deliveries, work and costs are all managed. Orders can be linked in to your diaries for additional project & resource management.
You can create quotations and manage their amendments or create copies using the leads management system. Once accepted, they can be converted to an order at the click of a button.
The sales reports let you run audits, analyse sales volume and monitor performance & profitability by sales person, customer, source and other criteria. There are work reports to help you manage order progress and outstanding balances as part of your day-to-day business.
Versatile Sales System
You can create quotations and manage their amendments or create copies using the leads management system. Once accepted, they can be converted to an order at the click of a button.
