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BUSINESS 360 - PURCHASE, INVENTORY, ORDER, INVOICING, PROJECT MANAGEMENT APP
AUTOMATE EVERY PROCESS USING BUSINESS 360 AND INCREASE EFFICIENCY & OUTPUT
Overview
BUSINESS 360 - A business process automation tool, powered by Salesforce, that helps organisations better manage their processes and workflows. It aims to increase efficiency, agility, and output in daily business operations.
See How BUSINESS 360 - PURCHASE, INVENTORY, ORDER, INVOICING, PROJECT MANAGEMENT APP Works
SALES ORDER MANAGEMENT APPLICATION: 1. VIEW ALL ORDERS IN A CENTRAL LOCATION. 2. CHECK YOUR INVENTORY IF STOCK IS AVAILABLE OR NOT. 3. FULFIL THE ORDER, GENERATE AN INVOICE WITH A SINGLE CLICK. 4. DISPATCH THE MATERIAL AND COLLECT PAYMENT
INVENTORY CONTROL: 1. EFFICIENTLY MANAGE INVENTORY IN MULTIPLE WAREHOUSES. 2. SERVICE CUSTOMERS MORE EFFECTIVELY WITH DEEPER INSIGHTS INTO INVENTORY, COSTS, AND VENDORS. 3. REDUCE OPERATIONAL COSTS 4. INCREASE PROFITS
SALES ORDER MANAGEMENT 1. ACCEPT ORDERS 2. HANDLE QUOTE TO ORDER PROCESS 3. UPDATE STOCK LEVELS ACROSS ALL SYSTEMS 4. TRACK THE ORDER PROCESS FOR CUSTOMERS AND EMPLOYEES 5. HANDLE COMPLEX PRICING STRUCTURES 6. ADVANCE REPORTING
1. MAINTAIN CUSTOMER DATABASE: MAINTAIN ALL CUSTOMER INFORMATION IN ONE SINGLE PLACE. (COMPANY NAME, WEBSITE, CONTACT PERSON, DESIGNATION, EMAIL, MOBILE). 2. SUBMIT ESTIMATES BEFORE TAKING ANY ORDER FROM CLIENT, JUST SEND AN ESTIMATES TO CLIENT. 3. TAKE ORDER FROM CUSTOMER / DEALER / DISTRIBUTOR: ONCE YOU GET PO FROM CLIENT, INSERT THAT IN YOUR SYSTEM AS A SALES ORDER. SALES PEOPLE CAN TAKE ORDER FROM THEIR MOBILE / LAPTOP / TAB. 4. INVENTORY AVAILABILITY : ONCE YOU ENTER THE ORDER DETAILS IN THE SYSTEM, IT WILL SHOW YOU IF STOCK IS AVAILABLE FOR RESPECTIVE PRODUCTS OR NOT. 5. FULFIL ORDER ( INVOICE MANAGEMENT ) : GENERATE INVOICE FOR RESPECTIVE ORDERS, IN SINGLE CLICK, ONCE PRODUCTS ARE AVAILABLE IN INVENTORY. PARTIAL INVOICING FACILITY IS ALSO AVAILABLE. 6. DISPATCH MATERIAL : AFTER GENERATING THE INVOICE, DISPATCH THE MATERIAL AND UPDATE THE DISPATCH INFORMATION. 7. PAYMENT COLLECTION : WE CAN COLLECT PAYMENTS FROM CUSTOMERS AGAINST PENDING INVOICES AND UPDATE IN COLLECTION OBJECT. YOU CAN GET COMPLETE REPORT OF PENDING AMOUNT, RECEIVED AMOUNT ETC.
Categories
- Business Needs
- Enterprise Resource Planning
- Industries
- RetailManufacturing
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged Package