Sales Orders

Sales Orders

Ostendo Operations Sales Orders

Sales Orders

  • Order and billing customers
  • Unlimited delivery addresses per customer or manual override
  • Inventory onhand, available, free quantity and projected availability visible at order entry
  • Order pad entry templates with option to be based on customer order history
  • User defined Order entry Matrix, e.g. colour, size, style options
  • Order entry of multiple pack sizes with variable conversion factors, e.g. quantity of hams but charge by the kg where each ham has a different weight
  • Blanket Orders
  • Order with full picking and delivery process or orders with quick counter invoicing
  • Product credits and write-offs

Ostendo Freeway Mobility Field Sales

  • Hierarchical graphical product lookups and catalogues.
  • Create new customers or prospects, or update existing customer details.
  • Create new CRM sales opportunities. Add notes and assign follow up actions.
  • Create new sales orders, quotes or instant invoices.?
  • Receive customer deposits or payments on the app. Payment gateways are not yet available.
  • Mandatory or optional checklists and data capture. A checklist is a pre-defined list of questions or pointers to guide a user and ensure that employees follow a disciplined and consistent process.
  • Capture multiple signatures with mandatory setting. Options to prevent changes to data sheets after customer signature.
  • Add internal or external notes which can update specific note fields in Ostendo Operations. View past history notes against sales orders or customers.
  • Use voice recordings instead of typing notes, or record noises for service purposes.
  • Integrates with device camera to take photos or link to existing images on the device. 
  • Draw on photos to highlight points of note, or draw freeform sketches.
  • Two way text messaging to other staff.
  • Phone the customer from the app.
  • Integrates with Google maps for directions from your current position.
  • GPS coordinates and timestamps for On & Off site. Plot the location of employees on a Google map within Ostendo.
  • Email and/or print details to the customer or the office.
  • Forwarding of a partially completed Datasheet by one user to another, eg to a Supervisor for approval.