Effectively Follow Your Order Journey
You can effectively manage orders from quotation through to fulfilment and streamline the sales process with our Order Processing Software.
- Use the order processing functionality to manage purchase orders, sales orders and over the counter sales for parts and equipment.
- Reduce disputes by reconciling purchase orders to invoices.
- Empower management with improved forecasting and reporting.
Order Processing Software Benefits
Streamline the sales process
- From enquiry through to quotation, order and invoice.
- Easily track sales orders through multiple despatches for large orders
- Sell parts, equipment and even non-stock items
- Move from enquiry to invoice with just a few clicks
Generate fast equipment quotations
- Use the advanced equipment quotation feature to pre-configure makes and models with all available options.
- Build finance options into equipment quotations.
- Present leasing rates and payment profiles.
- Build extras packages including delivery & set up charges.
Convert equipment quotations into sales and purchase orders
- Then automatically create service agreements, with warranty details transferred.
- Workshop preparation or build jobs created automatically.
- Any parts needed are auto-assigned.
- Go from quote to invoice in just a few clicks.
Fully automate your parts reordering system and trade-ins on equipment
Take into account the history and future service requirements of parts. With help from Protean’s Equipment Register, use the information provided to:
- Forecast demand.
- Create suggested order schedules that can be adjusted prior to acceptance.
- Also service exchanges on parts sales.
Support multi-currency purchases
- Automate procedures for apportioning special costs to imported goods (e.g., shipping, duty, agent’s charges).
- Set up unlimited foreign currency and assign to suppliers.
- Purchase orders are raised in the currency of the supplier to aid invoice matching and reconciliation later.
- Exchange rate differences are easily captured and accounted for.
Gain 360° visibility of your entire purchase order system
- Save time and increase accuracy with electronic on-screen invoice checking.
- Effortlessly track orders from enquiries to invoice enabling simple reconciliation.
- Powerful Purchase Invoice Matching facility replaces complicated purchase reconciliation processes.
- Access easy-to-read reports and management information dashboards.