Scopex platform across desktop, tablet and mobile

Order Management

Stremline your sales process from end-to-end

Sales orders made simple

Control every quotation, order and delivery from one place.

Manage item prices at customer level, and don’t fret over wrong sales order generation

Customer Quotation form has complete customer details, order details, payment terms and beyond. There are options for providing quantity, unit price, taxes and discounts in the order line. Other information such as sales rep details and invoicing status is also available right within the quotation. The insightful options provided in the quotation prevent you from generating wrong sales orders. You can configure your own template based on the requirement.

Editing the discount tab to fit the client’s needs.

Set delivery milestone/date target

Once the quotation is filled, you can send it via email and set the delivery milestone.

Get alerts when items need to be delivered

Automated alerts and notifications for item delivery are allowed in Scopex.

Realtime Track and control every sales order’s status

Track and control sales order states such as Draft, Waiting, Ready and Done. A quotation starts in the Draft state.

Scopex customer quotation line with configurable price and discount options

Scopex delivery order screen showing the Draft, Waiting, Ready and Done workflow

Scopex transfers screen for a sales order delivery

Scopex forecasted inventory report for order fulfilment

Full order visibility

Keep fulfilment, stock and billing in sync.

Estimate cost and profit line for each order

The product information in the quotation supports custom offers and estimated cost and profit for each order.

Validate backordering for out of stock products

When there is not enough inventory, the app communicates the availability. You can track every stock move from purchase to warehouse bin to sales order. Scopex Order Management is integrated with Warehouse and Inventory modules.