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PlanMill Sales Order

PlanMill Sales Order   - Provide a streamlined way to manage quote-to order-to-bill process.

                                                        

Type: PlanMill Add-on (Commercial). Related to PlanMill CRM, PROJECT, PSA & ERP  

PlanMill Sales Order is completely integrated to related modules of PlanMill Business Application Suite (BAS) such as Accounts, Contacts, Contracts, Requests, Projects and Products.

KEY FEATURES

  • Maximize invoicing accuracy by integrating all business processes, from quote to order to bill.
  • Eliminate the risk of error with centralized customer records that are shared across the business.
  • Bill customers on a one-time or recurring basis.
  • Manage different customer, billing and shipping related information.
  • Manage and automate different payments, whether monthly, quarterly or annually.


DEMO  

MAIN BENEFITS 

 Simple quote and sales order management from start to finish!  

Multi-browser support: Google Chrome, MS Internet Explorer (R7.x or later), Mozilla Firefox (R3.x or later) and Safari (R5.x or later)

Deployment: PlanMill Cloud (our IT environment) or PlanMill On-Premise (your IT environment)  

Key requirements: Browser, PDF reader, Adobe Flash plug-in, Internet 

Languages (user interface): English, Finnish and German 

Services. Support, Deployment, Customization, Integration and Training to meet your unique business needs.  If you would like to find out more about PlanMill options, please email sales@planmill.com.