Introduction
The module is located in the Sales > Customer Orders area.
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.
Main functionalities:
- Complete management of registries: Customer orders are integrated with customer registries, price lists, and predefined commercial conditions, allowing for the automatic configuration of discounts, payment terms, and other specific conditions for each customer.
- Traceability of the order status: Orders can be monitored through various statuses (entered, confirmed, etc.), with real-time updates available for all stages of the process.
- Automated workflows: The phases of approval, notification sending, and order updates can be automated through configurable workflows, improving operational speed and reducing the risk of errors.
- Reporting and order analysis: It is possible to access detailed reports that analyze order volumes, fulfillment times, uncompleted orders, and other KPIs useful for improving sales management and business performance.
Before using the module, it is necessary to fill in the following parameters and tables: