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Sales order automation

Generate Accurate Sales Orders and Deliver Goods and Services on Time

Efficiently create, send, and manage sales orders in one place with an integrated sales order automation solution that can automate the entire process from request to delivery. Deliver a seamless customer experience with real-time updates on the status of each order. 

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Don’t want to use our foundation app? FinanSys Apps allows you to create a custom app for sales order automation with specific fields, forms, and workflows to fit your unique business needs. The app can be configured to have as many or as few steps as you need.  

This works in tandem with the integration and middleware engine so that data from the sales order app can be automatically populated into other systems such as your accounting system. 

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How does it work?

FinanSys Apps lets you quickly create sales orders based on data that is securely stored in the system. 

It can convert existing quotations into orders, pulling data from the quotation into the order automatically. 

It can also generate new sales orders from scratch with just a few clicks using reference data within FinanSys Apps or data stored in your other business systems (accounting, ERP, CRM, pricing, etc). 

FinanSys Apps eliminates the need for manual re-entry of orders, saves you from long processing times and reduces, and makes the entire process smoother and more efficient. 

Once you’ve created a sales order, you can easily track its progress from start to finish. You’ll always know what’s been delivered and what still needs to be delivered. You can also add notes and documents to each sales order, so you can keep track of all the details.  

If there are any changes to the sales order, you can easily update the information and FinanSys Apps will automatically distribute the updated sales order according to how you’ve configured the workflow. 

FinanSys Apps can be integrated with your accounting system so that the order is automatically processed, and all the relevant financial details are update.

  • Key Benefits
  • Quicker and more efficient order processing
  • Real-time tracking of sales orders
  • Reduced rekeying of information
  • Integration with core business systems
  • Key Capabilities
  • Drag-and-drop interface
  • Automatic pricing
  • Ability to add discounts, taxes, and other charges
  • Quotation editing
  • Quotation duplication
  • Sales forecasting
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Other Sales (O2C) Use Cases

If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in FinanSys Apps, please speak to our team and we’ll be happy to discuss your options

FinanSys Apps Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Document Management

Pre-installed Foundation Apps

Machine Learning

Artificial Intelligence

OCR

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