Enjoy clear visibility on how your team spends their time, all on one collaborative platform. Easily submit, review, and approve employee work hours, overtime, and PTO.
Pre Sales Activities are the tasks that are performed before the product is sold to a customer. These activities often include prospect and qualify leads, product research, market research, data analysis, customer analysis, making unique selling propositions, managing deal qualifications and proposals, etc
An invoice, bill or tab is a commercial document issued by a seller to a buyer relating to a sale transaction and indicating the products, quantities, and agreed-upon prices for products or services the seller had provided the buyer.
Quote management uses the Quote Fulfillment pipeline in Process Modeling to send a quote through its various stages, such as creation, approval, presentation, acceptance or rejection, and order placement, and track the quote's lifecycle.
Work orders are an authorization of maintenance, repair or operations work to be completed. Work orders can be manually generated through a work request submitted by a staff member, client, tenant, or automatically generated through a work order management software or Preventive Maintenance (PM) schedule.
Product management is the business process of planning, developing, launching, and managing a product or service.
Customer management is the process of managing the company's relationships with potential and existing customers.
Vendor management is a discipline that enables organizations to control costs, drive service excellence and mitigate risks to gain increased value from their vendors throughout the deal life cycle
Warehouse management encompasses the principles and processes involved in running the day-to-day operations of a warehouse.
Physical movement of goods from one point to another, such as the moving merchandise from the warehouse to the customer. The shipping process follows the manufacturing and the packing of goods and is controlled and overseen by a shipping or logistics company.
Physically relocating inventory from one location to another, whether it's a rented warehouse, a distribution center, or a fulfillment center operated by a 3PL partner.
Purchase order management is an internal procurement process adopted by organizations to ensure that each and every purchase is necessary, justified and optimized for costs.
Route optimization ensures that your drivers drive the most efficient route possible—making stops and executing tasks in the optimal order. Your customers will be delighted because their orders arrive as quickly and as inexpensively as possible.
Fleet management is an administrative approach that allows companies to organize and coordinate work vehicles with the aim to improve efficiency, reduce costs, and provide compliance with government regulations.” Fleet management requires: People: A Fleet Manager or a Fleet Management Company.
Effectively monitor driver activities, driving patterns & vehicle utilization Easily create & manage driver profiles & schedules Identify drivers with expired license Driver Identification Keys for driver authentication Effective driver fatigue management.
Pre Sales Activities are the tasks that are performed before the product is sold to a customer. These activities often include prospect and qualify leads, product research, market research, data analysis, customer analysis, making unique selling propositions, managing deal qualifications and proposals, etcPurchase order management is an internal procurement process adopted by organizations to ensure that each and every purchase is necessary, justified and optimized for costs.
Payment management is a process that can involve: Reviewing Supplier invoices; Confirming or challenging the listed details or pricing.
Automated order processing is technology and systems put in place to process orders faster by eliminating manual work. With automation, order processing can help reduce human error, improve operational efficiencies, and ultimately speed up the fulfillment and shipping process.
Backordering is the process of allowing your customers to place orders even if you don't have sufficient stock on hand. Businesses implement backordering when a sudden increase in sales means that products are getting sold faster than they can be stocked.
The standard edition includes a combination of features that are required for order management .
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