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ERM-IO360 order generator


Sales & Service Order Generation - SO, The sale personnel made Quote or Sales Proposal; now the customer sent a purchase order. IO360 is waiting for is the back office user to compare the two documents and click to generate the SO. How many seconds does that take?
IO360's Order Generator performs these tasks:

  • Test for all necessary sales management approvals and credit approval before proceeding
  • Book and possibly split the order (e.g. products vs. services), assign Bill To and Ship To information, initialize the shipment or service deployment schedules
  • Move the Quote from sales rep control to company history
  • Create the “Backlog” and adjust Inventory status (increase Allocation and decrease Available)
  • Provides the option of Kit, where you can populate the items required for preparing a particular kit with right QTY.
  • Adjust the statistics in Forecast reports
  • Make information available for a procurement PO to a Vendor/supplier
  • Make information available to prepare an Invoice (regular or deferred revenue)
  • Provides Suggestions for substitute item ,if the currently used is not available.
  • Option for Tax and charges override by power users.
  • Automatic Tax state selection based on Shipping/Billing options.
  • Required a security code for generating the invoice.
  • Provides you an option to knock off any credit available with customer.
  • Provides the option of ship direct, if item is Back Ordered.
  • Auto back order adjustments once item is in stock, you can setup the priorities in what condition the BO qty should be adjusted.
  • Send Email/SMS to customer as per the setup once order is Confirmed/Dispatched/Invoiced.
  • Begin the Commission process
  • Provides Option for creating order from older/recent orders.

This module replaces the human tasks of copying Quote information from the sales rep’s CRM data to the Back Office fulfillment scheduler,and more.