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Sales Order Processing

 

When your rental activity requires meticulus communication of equipment items and durations, the process of quoting for business can be more time consuming than delivering the service. The facility to email a quotation will allow the sales team to quickly agree specifics with customers.

While the SOP module allows sales focused operations to quote for products and services, it also allows rental operations to quote for their functions also.

Once a quote is accepted, it can be converted into an order or a live hire contract. This eliminates re-work where the communication with the customer is in one channel and the communication with the operations staff use a separate channel.

Links with other modules:

When an order is created in SOP, the system will generate a Purchase Order for any products which are classed as 'order only'.

 
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