Sales Orders
Convert quotes into sales orders with one click. Track order status, revisions, and approvals in real-time. Ensure in-stock materials to deliver the project on-time and on-budget.
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50%
Less time spent searching
5x
Faster estimates and quotes
3x
Increased profitability
Centralize and Monitor your Sales Data
Gain a complete overview of your inventory and orders, significantly speeding up order processing and empowering you to sell more.
Enhanced Cost Visibility and Production Tracking
Compare estimated and actual costs, track of production progress, and view inventory snapshots with real-time and forecasted utilization.
- Gain visibility into the total cost broken down by run time, setup time, and material cost for any assembly or component.
- Utilize cost breakdowns before and after the manufacturing process, allowing you to compare estimated to actual costs.
- Track production time and progress, with inventory tracking of the potential parts that can be used for fulfilling the order.
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Seamless Transition From Quote-To-Order
Move from quotes to orders with speed and security.
- Provide both quick and detailed quotes for single-level and multi-level assemblies.
- Share and track quotes with customers via our secure digital quote portal.
- Track your win rate and share details with sales to understand which quotes convert to sales.
Flexible and Efficient Order Management
Handle a variety of order types with ease, from quick-run parts to complex assemblies.
- Make changes to any order, including quantities and due dates—even when it's already in process.
- Print order confirmations and create jobs straight from the order.
- Historical order insights to learn if you were over or under the expected labor hours or material costs.
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Integrated Order-to-Invoice Management
Make closing out a Sales Order simple and efficient. From a single screen, you can select the specific line items you want to invoice or ship and instantly generate the corresponding documents.
- Quickly transform Sales Orders into Invoices and synchronize them with QuickBooks in just a few clicks.
- All relevant information—from sales details to production status—flows seamlessly into the next steps, ensuring a smooth transition to invoicing and delivery.
- Completed Sales Orders, including their associated shipments and invoices, are stored and easily accessible for future reference or auditing.