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Sales Orders

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PlanMill Sales Order provide a streamlined way to manage quote-to order-to-bill process. Sales orders are created ​​in the PlanMill system when changing the status of a sales deal to "Ordered" or "Confirmed" status (order confirmation, sent to the customer). An order can also be fed directly without tender stages.

Availability
PlanMill Sales Orders is available as an add-on for PlanMill CRM, PROJECT & PSA. More information from sales@planmil.com.

See also:

Demo

Screenshots

a. Order information required fields in Sales orders form
b. Order items, description and others in Sales orders form
c. Summary view of a Sales order
d. List view of Sales orders

Labels

add-on add-on Delete
erpaddon erpaddon Delete
sales sales Delete
crmcommercialaddon crmcommercialaddon Delete
psacommercialaddon psacommercialaddon Delete
projectcommercialaddon projectcommercialaddon Delete
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Sivun liitetiedostot

  Name Size Creator Creation Date Comment  
PNG File Picture 17.png 103 kB Sheila Riikonen [PlanMill] Aug 17, 2011 10:48 b. Order items, description and others in Sales orders form  
PNG File Picture 16.png 96 kB Sheila Riikonen [PlanMill] Aug 17, 2011 10:48 a. Order information required fields in Sales orders form  
PNG File Picture 19.png 144 kB Sheila Riikonen [PlanMill] Aug 17, 2011 15:50 d. List view of Sales orders  
PNG File Picture 20.png 150 kB Sheila Riikonen [PlanMill] Aug 17, 2011 15:58 c. Summary view of a Sales order