Sales, Service Management

The creation of a customer order can have three different origins:

1. Regular order placement via phone, fax, mail etc
2. Usage of plans and call-offs
3. Service management

In the first alternative you enter the customer order manually, while in the other two the order or order lines are automatically generated. A specific module handles the complexity of using plans and overlapping call-offs, that continuously need to be updated.

Handle Customer Order

The customer order is automatically created from the work order. You have the option to add pre-posting either on the customer order header or on the customer order line.