Apptivo Kit Orders App

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Kit Orders

Deal with your products/services and allow them to combine estimates, purchase orders, supplier invoices, and invoices to your customer into a single page for calculating margins using Apptivo Kit Orders.

Application Features

Purchase orders get automatically created whenever a Kit Order is created. On the off chance that you don’t need it to happen, customize the Kit order settings.

auto create purchase orders

View and generate your reports for Kit Orders created in a specific period and also furthermore make reports for kit orders associated with various objects and activities.

kit order reports

Get notified instantly with all the happenings in the kit order home page as a newsfeed. Not just newsfeed notification, email notification can also be empowered.

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pricing feature kit orders

Pricing feature

Allow your item prices to be modified using Pricing feature and customize the position of the price list in the Kit order as per your requirement.

Integrated Applications

Kit Orders App integrates seamlessly with the following applications

Estimates

Kit Orders     Estimates

An estimate can be converted into a kit order which calculates margins combining purchase orders, invoices, and supplier invoices. Learn More about Estimates App

Estimates

An estimate can be converted into a kit order which calculates margins combining purchase orders, invoices, and supplier invoices. Learn More about Estimates App

Purchase Orders

Apptivo is set to automatically generate Purchase Orders whenever a Kit Order is created. The feature to Auto Create Purchase Orders when a Kit Order is created can be enabled/disabled from the Kit Orders App. You can also have a view of all the associated purchase orders. Learn More about Purchase Orders App

Invoices

Based on the gross profit and margins, Kit Orders can be converted to Invoices which can be sent out to your customers for payment. Learn More about Invoices App

Customer Payments

On recording payments for the invoices converted from kit orders, a customer payment record will be generated in the Customer Payments App which will also be displayed in the Kit Orders App. Learn More about Customer Payments App

Supplier Invoices

With this integration, you can have a view of all the supplier invoices associated with the purchase orders auto-created during the creation of kit orders. Learn More about Supplier Invoices App

Customers

A customer is the business entity this kit order is billed to. Search and select the required customer from the Customers App or you can also create a new customer from here. Learn More about Customers App

Employees

Every kit order record in Apptivo has the “Sales Rep.” field to whom the created kit order is assigned, which pulls in the employee records from the Employees App. Learn More about Employees App

Teams

Every kit order record in Apptivo has the “Sales Rep.” field to whom the kit order is assigned. Besides assigning it to employees it can also be assigned to Teams. Learn More about Teams App

Documents

Having integrated with the Documents App, all documents and files associated with the kit order can be duly attached to respective kit order record. You also have the ability to email the documents right after attaching it. Learn More about Documents App

Emails

Offers you an unique email experience. Easily send out emails from kit order and have quick access to all emails related to the kit order on the go! Learn More about Emails App

Notes

Having integrated with Notes App, you can quickly write down small pieces of information that are related to the kit order. This can be used for reference purposes anytime. Learn More about Notes App

This Application is available in

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Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business.

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