Organize offers and orders transparently
Our innovative management tool offers you a clear and transparent organization of quotations and current orders as well as the associated costs. All relevant documents can be assigned to the respective business processes in our ems module to ensure structure and order at every stage of quotation and order processing. Creating quotations is simple and straightforward. You can use a program of your choice, be it special industry software or Excel, to import your data into the system. Templates from common Office programs can also be stored in the ems module and used directly. The integrated diary function enables offers to be structured and tracked over time. By scheduling validity dates, you are automatically reminded to follow up. You can convert a quotation into an order with just one click and start processing the order immediately. The quotation remains linked to the order and the quotation data can still be called up. You can clearly link working hours, material and supplier orders to the respective order, which increases clarity.
Simple planning and cost control
Our ems module for quotation and order management also facilitates the planning and cost control of orders. You always have an overview of planned and actual expenditure as well as cost overruns and can react proactively. If our ems accounts receivable management module is included in your package, invoices and credit notes can be created directly in the system. In combination with the ems time recording module, working hours can be synchronized automatically, even on the move via cell phone. You have access to documents and templates stored with quotations or orders anytime and anywhere, saving you valuable time.
Analysis and evaluations
For efficient evaluation of orders, customer orders are assigned to specific order groups, which you can design according to your own requirements. In addition, departments can be recorded and linked to customer orders, which makes it easier to analyze your order situation. Appropriate authorizations ensure that only authorized persons have access to the data. With our ems module, quotation and order management becomes a structured and time-saving process that helps you to maintain an overview and work efficiently at all times.
