Then, they type in the customer’s information and finally, put in an invoice number. Once an order is received by the company, the user simply goes into the software and checks off which items are being ordered. Sales Invoice Record: The sales invoice field within order management software allows businesses to create invoices for their customers automatically after orders are made online or offline.Pick List Record: The picklist field within order management software allows users to keep track of which items have been ordered by their customers so if a customer calls back for a return/exchange, items can be found easily without going through piles of paperwork to check! This saves time and reduces customer frustration from not being able to find what they need. Depending on your settings, order management software will create a new sales order record with the information needed to process the customer’s payment and get them what they need as soon as possible! If someone phones or comes into your company and places an order, their information can be quickly accessed (ie: last name and how they would like to pay).
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