Orders and invoices

Easily manage orders, using Sales Creatio. You can classify orders by account type (individuals or legal entities), group orders by stages, budgets, products or services, owners, etc. Monitor the current status of key orders within your company, and analyze the effectiveness of the order processing.

Keep track of the complete history of each order using Sales Creatio. The system allows you to keep track of the complete chronology of activities, documents and communications per each particular order. Even with a change of the contact person all the agreements and conditions will be stated in the order, and the customer will get excellent service.

Run orders in Sales Creatio in a matter of minutes. A single window for order processing enables you to create an order using a ready-to-use template, choose the products to be added and invoice the client.

Plan a schedule of supplies and payments according to the agreements made with the customer. You can create supply schedule templates, which are used in your company most often, and change them when necessary. The system allows to group products based on supplies, as well as issue invoices and contracts according to the supply schedule.

Save time and approve orders following each step of the best practice process. Use built-in process to get approval from one person, or easily modify it according to your needs.

Issue invoices using standard templates in Sales Creatio. The system will remind an owner when the payment date approaches, which allows better control over the payments.