Managing sales order

Order management contains the process of capturing , tracking and fulfilling customer orders.

 
 
 
 

Sales Order

Sales order is the formal acknowledgement of receiving customer demand and contain customer billing, shipping address, product and quantity ordered and the billing terms. Once the service or product is delivered and fulfilled, order and delivery information are changed to show the latest status of the order.

Cloud ERP with built-in analytics
 
 
 
 
 
 
 
 

Foundry Bean approach for sales order

As sales order process varies widely in different industries, Foundry Bean adopted a singular process to satisfy all the requirements of order management. Whether the order is for shipment, fulfillment ,service contracts or subscription services , Foundry Bean Order management handles them all. A single order can have all of the above or any combination of them.

Cloud ERP with built-in analytics
 
 
 
 

For shippable items

Foundry Bean order management system automatically create shipment schedule but this can be changed for multiple shipments. When ready to deliver, picking batch can be created to pick and ship the items in the order.

shipment
 
 
 
 
 
 
 
 

For fulfillment items

For fulfillment items without product shipments such as professional services, training, installation, one time setup, licenses etc., fulfilled amounts needs to be entered in the system once the service is rendered to identify the fulfilled quantity.

order fulfill
 
 
 
 
 
 
 
 

For service items with contract terms

Foundry Bean order management system automatically create billing schedule upon booking. System automatically creates contracts for revenue recognition.

Cloud ERP with built-in analytics
 
 
 
 
 
 
 
 

For subscription items with no contract

System automatically creates billing schedule once the new subscription period starts. This is suitable for month-to-month subscription billing with no long-term contract.

Subscription Bill schedule
 
 
 
 
 
 
 
 

For usage based recurring billing

System have option to create usage for the order. Various usage rates can be created for the inventory item. System automatically creates billing schedule once the usage data is entered.

Cloud ERP with built-in analytics
 
 
 
 
 
 
 
 

Sales Order template and print in PDF

Sales Order template gives the flexibility to format the Sales Order print as par your choice. You can automatically email the Sales Order acknowledgement to customer or send it manually.

sales order template
 
 
 
 
 
 
 
 

Sales Insight

Sales insight dashboard gives real time visibility of the entire booking, backlog and shipment by period and drill-down to each sales order , shipment and customer.

booking backlog shipment insight