Sales Order Management Process with AntMyERP.
At AntMyERP, a sales order is treated as a task that involves collaboration among various teams within the organization, including the sales team, operation team, procurement team, and finance team.
Therefore, every sales order is considered a task, and the organization must have real-time information on the exact status of each sales order.
We efficiently manage your sales orders as tasks, providing a comprehensive overview of activities and the entire history associated with each sales order.
How to manage Sales Order Management?
Booking and Executing Sales Orders with AntMyERP
AntMyERP makes it easy to manage and execute customer orders efficiently. Once a quotation is converted into a contract, the system prompts whether you want to book the order for execution. Selecting ‘Yes’ automatically generates a Sales Order (SO) from the contract, streamlining the process.
You can also create a new sales order directly without making a new quotation each time. Simply go to Quick Add → Sales Order. Enter the customer’s name, select the branch and view all available contracts for that customer. Choose the relevant contract number, enter the order quantity and assign the task to the employee responsible for execution.
Next, define the start date, due date, and estimated time for completion. You can also set the priority, add completion percentage, and link any parent task if applicable. Select the customer department, connect a to-do list (created in the master), and define the priority matrix.
If you check the log service ticket option and choose “Installation,” the system will automatically create an installation call once the material is delivered. You can also add a reporting tag, message, or include a senior in the watchlist for tracking. Save the form to book your sales order.
To view booked orders, go to CRM Sales → Sales Order. The Sales Register displays all received and pending orders, including details like quantity, amount, contract number, PO number, and assigned employee.
Click Order Summary to view stock details such as how many items are in stock, in transit or pending procurement. You can also create purchase orders directly by selecting Procure or Multi Procure for multiple products.
With AntMyERP, booking and executing sales orders is structured, traceable, and fully automated thus ensuring seamless order-to-delivery management.
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