Quotation/Sales Order Management
ECOUNT's quotation and sales order management functions are integrated with related tasks
such as sales, purchases, production, etc., enabling efficient management.
Diverse task integration
- Import quotation to create sales order.
- Link the sales order to related tasks such as sales, purchases,
purchase orders, productions, etc. - Attach sales orders and quotations to e-approvals for approval.
- Schedule and receive notifications, such as delivery deadlines.
Send sales order/quotation real-time
- Send a sales order or quotation via email.
- Share created slips to relevant departments through message or messenger.
- Share sales order, quotation in the chat room.
Utilizing the Online Ordering System
- Handle quotation/sales order tasks with the stores and customers online.
- Monitor the orders entered by the customers on the ERP in real-time.
- Customers can view the sales invoice, ledger, inventory balance, etc. on their own.
Customizing quotation/sales order template
- Add/modify necessary fields in the quotation or sales order template.
- Create up to 50 customized templates.
-
Sales order
default template
-
Adding the image of the item, delivery date,
notes, and delivery address
