Software & systems
Order management
From quote to final invoice in one flow
What this is about
An order passes through many hands. If every station records it again, errors and delays follow. We model the chain so that data is entered once and only added to afterwards.
What is included
- Costing with your own price and discount rules
- Quote, order confirmation and invoice from the same data
- Item status down to partial deliveries
- Appointments, responsibilities and deadlines
- Variations and change orders documented cleanly
Process
How we go about it.
Survey
Which stations are there, and who decides what?
Model
Define statuses, rules and documents.
Build
In stages, tested with real cases.
Hand over
Training and support during the first weeks.
Frequent questions
This is what we are often asked.
Can we keep our own document templates?
Yes. Your templates are recreated so that customers notice no break.
How are variations handled?
As a separate case with its own number, linked to the original order, including the price adjustment and a second signature.
Are partial invoices possible?
Yes, by item, by percentage or by payment schedule.
Sollen wir uns das ansehen?
Ein kurzes Gespräch genügt, um einzuschätzen, was in Ihrem Betrieb sinnvoll ist — und was nicht.