Introduction

In the Fluentis Sales module, the management of customer orders allows for controlling and optimizing the entire order cycle. Customer orders in Fluentis can be generated through various methods:

• From Offer: A customer order can be automatically created from a previously accepted offer, maintaining consistency between the proposed commercial conditions and the confirmed ones.
• From Supplier Order: It is possible to generate a customer order from a supplier order, useful for companies that operate with drop-shipping or on-demand processes, ensuring a direct alignment between procurement and sales processes.

Preliminary Configuration of the Module

• Numerations: definition of numbering for orders.
• Sales Order Parameters: specific settings for managing orders.
• Grouping Parameters: configuration for managing groupings for fulfillment procedures.
• Sales Order Types: creation and classification of types of orders.

Alternatively, the Fast Start procedure is available.

Managed Documents

Sales Orders

Allows the creation of a manual order with direct data entry, from customer quotation or from supplier order.

Reports

Customizable layouts for each customer.
Inclusion of all required commercial details.