The Orders app supports the configuration of customizable and automated order processing flows. Configure order progression; user roles involved in order processing; notification options for sending emails and SMS; and task completion and condition rules. Specify conditions for fund capture; invoice generation; release to fulfillment; and much more.
Create multiple versions of a quote; track quote status; and communicate with customizable quote templates. Easily convert accepted quotes into orders with a seamless user experience.
Handle multi-location shipping needs within one order. Different shipping methods are available for each location with a simple drop-down. Add additional delivery locations within the shopping cart.
Taxes are automatically calculated and displayed in a full taxation breakdown on the shopping cart summary page. You can configure taxes to be either destination based or point-of-sale based. You can associate sale items with certain tax categories (such as tax exemptions) so that only the appropriate taxes are applied, covering all your taxation needs.
Create, view and keep track of all interactions with your customers, such as comments and emails, in one location. This feature allows interaction details to be accessed by relevant people in your company. Easy-to-use templates for standard communication responses to customers are readily available from the intuitive interactions screen.
Create and view notes for each order, with relevant documents/attachments, centralizing customer information and making it easier to share across your organization. For each note, you can restrict access to selected users and specify whether the customer can see it. Notes can be archived instead of deleted, ensuring no information is lost. Notes can be archived instead of deleted, ensuring no information is lost.
Automatically send emails to customers and internal users, updating them on order progress. Notifications can be manually resent as needed. Easily customize notification templates to suit your company’s needs.
Create and manage context aware to-dos and set reminders that automatically navigate to the order when the user is reminded of an order task. Update and track the progress status of each to-do. Update and track the progress status of each to-do. This feature allows users to save time and stay organized.