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!

Create and handle orders in CRM

Create orders directly in CRM based on accepted quotes or directly. Also accept orders from the online store soon!

Generate contract to order in CRM

You can generate a contract for the order based on short codes from the data used in the order (customer data or purchased products and prices) and sign it electronically.

Order payment processing in CRM

Determine how your customer will pay for the order – online payment, cash, bank transfer, loyalty points or installments. You can also download and settle the advance.

Order automation in CRM

Automate communication with customers who have ordered your service or product. Enable automation for order status change and choose any action (send email, SMS, change Process status, create a task and more).

Delivery addresses

Specify delivery addresses for each order. Assign more than 1 delivery address to a customer.

Charge commissions for sales

You can charge commissions for selling products or services, to users of the CRM system. Any seller of your offers can receive a commission according to the defined Marketing Plan.

Accrue loyalty points for sales

You can charge loyalty points for selling products or services, to users of the CRM system. Any seller of your offers can receive loyalty points according to the defined Loyalty Plan. You can use the collected points for further purchases.

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!

Take create new functionality!

If you haven’t found the functionality you need for your organization, see our Road Map for Application Development.

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.