Order Management
Order management in iCRM may be divided into several categories
Order status management.
At each step of its business life an order should have a certain status.
There is no right answer to the question how many statuses an order should have. It is a question of business organization and business philosophy.
When an order should be opened? At the time of the first contact or only after a deal is closed? When the order should be closed? When we get money into our account or at the time when the client confirms that he is happy? Finding answers to these simple questions leads us to understanding how many statuses an order should have and what those statuses are.
The topic of order status management is interlinked with the sales pipeline management topics, delivery management and account management.
For organizations with settled sales processes an order status may play a role of estimation of deal closure probability and then be used to forecast sales.
From viewpoint of operating management order status may play a role of a milestone or an order processing phase.
Order execution management
Order execution management is dealing with all activities intended to complete a particular order.
iCRM Basic and iCRM Pro both support order Tasks. Using order tasks it is simple to plan all the actions which lead to order completion.
iCRM Pro support also Project Management. Any order may start one or, in more complex cases, several projects, intended to create a unique product, service or result.
Order scope management and and order price calculation
When you are to calculate an order price you usually should have something to use as a basic for the price calculation. The order form has a special area there you can add your products or services and to indicate amounts and discounts you are going to apply. Then based on your settings iCRM will help you to calculate an order price.
Products or services listed in the order may serve as a good set of checkpoints for the order execution planning, when to complete the order we begin a new Project.
Super! Great service sofar!! Great doing business.
Niko, Netherlands