Orders management
Ever been trying to find PO data when editing a contract or offer details for a PO? Or the other way, maybe the PO for a certain contract got lost? Never again with xFLOWer PO management, the centralized solution for comprehensive PO and document management, where all documents are linked and stored in a unified, secure and searchable database! Click and learn more!
So you have complex sales processes, preparing POs, offers and contracts require participants from different departments and you are selling complex products or services? You manage your POs and sales tasks manually or in Excel? Are you looking for business critical information in e-mails? xFLOWer PO management module is the solution for you Never get lost again in sales documents, tasks, explore xFLOWer PO management module and manage your sales operations on process level!
Automate your PO processes! xFLOWer is able to create POs automatically based on a previous offer or other existing data. Moreover, it manages all related activities: purchasing, projects, service processes invoice processing and others. Furthermore, in case a separate contract is needed for a PO, the system generates it automatically and links all documents to the client, so you will always know what happened exactly and where to find all client documents!
In case of selling complex products or services - especially in the B2B sector - it could be time consuming and cumbersome to manage all orders, offers, contracts and all other documents and activities which are needed to successfully close a deal. Tons of data, many participants, multi - level approvals, order preparation through departments...in case all this is done manually, it can be more than frustrating for the sales team - and for the rest of the company alike. Also, managing all orders manually might increase sales costs, therefore decreasing organizational efficiency. Avoid these issues by utilizing a system that manages all POs, offers, contracts and coordinates all activities related to sales and oeprations. xFLOWer however offers much more: in the system, most recurring activities can be automated, leaving more time and resources for your sales team to do what they love the most: selling.
Ever wondered how great it would be to have a system that does all the PO administration for you automatically, once you entered all the data? Therefore there would be need to copy and paste or otherwise move data, create records for them and generally, to get rid of most sales administration tasks? xFLOWer is able to create any documents based on the data once entered into it. xFLOWer’s ability to integrate with virtually any other enterprise IT system provides more flexibility and more space for automation. So in case you already have all your customer data in a CRM system, there’s no need to copy these to xFLOWer, as the system can access the other database via an interface and therefore use the data stored in that database. Stop wasting your precious time on administration and focus on what creates real value: selling.
No more lost or disappeared documents! xFLOWer automatically stores all documents in a searchable, unified database, so you never have to worry for the whereabouts of your data and documents! The system links all documents – including, but not limited to: e-mail, doc, PDF, xls or other files – to client and / or processes. It enables instant search for all documents of a client or any document related to a process, or even metadata can be searched – you can mark any file with any tag you may want and later search for files with the given tag. Stop relying on your team when looking for critical information – start using xFLOWer and explore brand new ways to manage and automate your documents – and organization alike.
Managing incoming orders is essential for succeeding in business. Applying quick and customer friendly processes for completing orders is a fundamental need to support operative completion. Managing orders mean administrational, legal, logistics and operational tasks, hence the coordination of these is an ineluctable task for all companies.
WHY CHOOSE THIS ORDERS MANAGEMENT SOFTWARE?
xFLOWer is a robust and mature cloud based workflow and business process management solution. Its development started more than 18 years ago, and it evolved through the years based on international business experience and the actual needs of business leader throughout Europe. Contrary to other order management systems, xFLOWer is not only an order registry software in which statuses and deadlines can be adjusted, but a much more comprehensive, yet easy to use workflow system capable of managing user rights and historic orders data.
xFLOWer is not an ERP system. It does not manage inventory/stock, does not control production, is not capable of invoicing and does not support financial analyses. xFLOWer is useful for companies where the aforementioned basic functions are resolved or their software support is not required. If you are looking for an inventory management, logistics or invoicing software, this is not the right place to look.
The xFLOWer orders management module is part of the xFLOWer process management framework, including the most required business processes and data sets predefined. Although, all these predefined values can be tailored and expanded as needed during the implementation period or anytime later!
xFLOWer orders management is a cloud based solution, however it "only" ensures a framework to create a business environment for your company - one in which you don't have to change your systems and operation frequently. Check out the xFLOWer Cloud product range - you can access all these features anytime: if you need any of it now, it is available, if it will be needed later, implementation into your existing xFLOWer instance will be flawless.
In the xFLOWer orders management module, everything is controlled by business processes, to which documents are attached. The processes are guiding all colleagues step by step through the administration tasks, so it is not possible to omit any required step of orders management processes.
Orders management processes do not end at archiving orders.. xFLOWer orders management can control all operative lifecycle related to subcontractors, production, suppliers, engineers and authorities as you need.
The orders management software handles all aspects of ordering:
You are free to decide which processes you want to use, however we suggest using the following default processes to start with:
It goes without saying that all of the above is parameterized to fit your business needs, with templates, forms and fields you require. Since xFLOWer is a workflow system, the above activity cain can be expanded or narrowed in a moments. For example:
xFLOWer order management module includes customer data sets by default, however, you are free to decide what further types of data you want to store and manage. The possibilities are endless: store customers' company size, location, buying potential, premises, contact persons or unique data types such as foot size, language knowledge, turnover, political relationships or the GM's kids names - really whatever you may imagine!
Related to your specialties, information linked to your product or service can be managed at the level of individual orders, or you may create different order management processes for different product or service types. For example, from our existing customers:
In case you have existing data sets in different systems, it is possible to establish interface connections to these systems. Hence, there's no need to re-enter existing data in xFLOWer during implementation.
In case you need different data sets, not only a customer database, it is also possible with xFLOWer. Create data sets for HR, real estate, receivables, accessories, partners or anything else. Order management processes will always be attached to the appropriate data set.
In case of completing/producing for/transporting any order, it is of key importance that different operative processes are linked to each other in a coordinated manner. Colleagues coordinating orders shall always be able to access the appropriate information they need, the customer shall always receive satisfying and informative feedback. The modul manages the pre-defined templates , activities and participants alike and at the same time it ensures the follow up of orders and efficiency through managerial reports.
Even the best system can’t provide a complete solution if operational processes are designated erroneously. For this reason, ready – made processes based on international best practices are integrated into all xFLOWer modules, which ensure professional organization of work from the first moment of usage. This unique feature enables business leaders to redefine operational processes solely by appointing coworkers for certain tasks – the rest is done by xFLOWer.
xFLOWer Cloud order management module contains all the above features and enables the definition, management and automation of all operational processes regardless the number of processes, users of documents involved. By automating certain tasks, resources are freed within the organization, hence saving costs, time and energy for your enterprise. Therefore the company is enabled to focus on sales, clients and the constant development of its core competence to retain its competitive edge. Therefore, customers receive their orders quickly, with unified corporate identity and within the deadlines.
The result? Quicker, more effective orders management process and automation that increases the satisfaction of your customers and also the added value of your product or service.
