Order processing in CRM
Create and convert your accepted Offers to Orders. Give them fulfillment statuses, collect payments from customers, automate order processing in CRM.
The customer accepted the offer and signed the contract? Generate orders and receive payments.
Generate orders in your CRM system with the Internal Store. Create an order basket, specify the payment method (installments, cash, bank transfer, loyalty plan points), accrue points and commissions for sales. Give statuses to handled orders and automate communication with customers.
How does the Order handling and generation module work?
See how you can use the Order Processing module in SalesWizard CRM for your business!
CRM order processing and automation
Automate order processing and creation in SalesWizard CRM. You can find more of our video tutorials on our YouTube.com channel. You are welcome!
We are constantly creating new functionalities!
If you haven’t found the functionality you need for your organization, see our Road Map for Application Development.
- Customized implementation of SalesWizard
- Possibility to commission unique modifications
- Full support in implementation
CRM order processing and automation
Does it take your employees a long time to handle incoming orders? Find out how you can handle and bill orders using SalesWizard CRM! Read more below or schedule a free presentation.
How can I generate an order in the CRM system?
You can generate an order based on products or services that you add to your Internal Store. You can generate an order directly from the cart or by converting an offer accepted by the customer.
How can a customer pay for an order?
When creating an order, you specify the payment method – cash, transfer, online payment, installments. You will also specify whether you want to collect an advance payment for the order. In payments, you can also indicate the payment deadline. Thanks to this data, you can later control payment delays.
Can I change order statuses?
Yes, orders in SalesWizard have received standard statuses – New, In progress, Completed and Canceled.
How can I determine the amount of sales commission from completed orders?
To award commissions for sales, you must run the Marketing Plans module. This is where you will determine what sales commission your salespeople will receive.
How to award loyalty points for sales?
To award loyalty points for sales, you must run the Loyalty Plans module. This is where you will determine the amount of points the user will receive for completed orders.