OVERVIEW
The Sales Order Management (SO) module allows you to centrally manage sales activities such as entering quotes, fulfilling sales orders, creating shipments, tracking prices, applying discounts, and viewing available inventory.
DESCRIPTION
HIGHLIGHTED FEATURES
- INTEGRATED WORKFLOW: Automate order processing and eliminate unnecessary steps by configuring order statuses, status transitions, notifications, alerts, and actions that should be automatically triggered during order processing.
- FLEXIBLE DISCOUNTS AND PROMOTIONS: Manage complex pricing and discount policies with the ability to set up quantity and volume discounts as a discount percent or an absolute discount amount. In cases where multiple discounts apply, you can specify the rules and sequences for applying discounts. Establish policies for price overrides.
- COMPREHENSIVE ORDER TYPES: Select from pre-configured order types or define custom types to match your existing business process. Use web menus to define processes for cash sales, converting quotes, phone orders, credit memos, and more.
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