CRM Module

Order Management

Convert quotations to orders with one click. Track order status, manage delivery schedules, and maintain complete order history.

Overview

Convert quotations to orders with one click. Track order status, manage delivery schedules, and maintain complete order history.

Once a customer confirms, the approved quotation becomes a sales order with all items, rates and terms carried over. Sales, stores, dispatch and accounts all work from the same order record, so there is no confusion about what was promised and when.

Track each order through its status, plan delivery schedules and keep customers informed with notifications as their order progresses. The complete order history for every customer is always one click away, making repeat orders, follow-ups and dispute resolution far simpler.

Key Features

  • Quote-to-order conversion
  • Order tracking
  • Delivery scheduling
  • Order history
  • Customer notifications
Why It Matters

Business Benefits

01

No Re-entry

Orders are created directly from approved quotations, saving time and avoiding mismatches.

02

On-Time Deliveries

Delivery schedules and status tracking keep dispatch aligned with customer commitments.

03

Informed Customers

Order notifications keep customers updated and reduce follow-up calls.

Free Live Demo

See Order Management in action

Book a free 30-minute walkthrough tailored to your business workflow — no obligation.

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