Apptivo Orders App

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Orders

Centralized application which speeds up the order processing, boosting the customer satisfaction. With Apptivo Order Management system, get to access a feature-rich yet simple application with adaptable and customizable workflow.

Application Features

Integrate with WordPress or use Apptivo’s open API. Sales can be processed on your online website through either the WordPress plugin or the developer API.

capture online sales

Create orders even when the items are out of stock. Get to know the on hand quantity available & backordered quantity for an item, right from the Orders App.

backorderling

Create and manage your sales orders in one central place. Import orders directly into the system and effectively synchronize your orders with your inventory.

sales order management

inventory optimization

Inventory Optimization

Perfect Inventory experience, storing all product information with accurate quantity. Automatic deduction of products from your inventory once the orders are processed. Get a look over the inventory of any item, right from the order screen.


generate package slips

Generate Packing Slips

Create customized packing slips according to your business requirements. Easily print the packing lists when necessary.

instant shipping and orders tracking

Instant Shipping & Order Tracking

Manage shipments easily. Create shipment, Schedule pickups and Invoice instantly right from the Orders App. Keep track of your orders and stay updated across all locations.

generate invoices

Generate Invoices

Offers you a set of standard payment outlets for your customer payments. With integrated payment processing, capture payments at ease on the go.

customizable view

Customizable Order View

With customizable filters and sortable order views, you can have access to the most flexible order management system.

orders conversation

Conversions

At the click of a button, convert your orders to invoices right from the orders app. All the order information will be available in the invoice, which can be sent to customers instantly.

Integrated Applications

Orders App integrates seamlessly with the following applications

Items

Orders     Items

Place your orders for items being selected from the Items App and provide with the quantity and taxes. You can also have a view of all the items ordered related to a specific order you have created, in one central place. Learn More about Items App

Items

Place your orders for items being selected from the Items App and provide with the quantity and taxes. You can also have a view of all the items ordered related to a specific order you have created, in one central place. Learn More about Items App

Opportunities

You can convert an opportunity into an order and move up in your sales process. All the converted opportunities can be viewed in the respective Orders’ page. Learn More about Opportunities App

Sales Receipts

With this integration, a sales receipt will automatically get created whenever an order is created with the following payment methods. Learn More about Sales Receipts App

Estimates

Start with giving a quote to your clients and once the client is satisfied with that proposal, then convert the estimates into orders. You can also have a view of all the estimates related to a specific order in one central place. Learn More about Estimates App

Customers

A customer is a business entity for whom this order is created. With Customers and Orders App, create and send out sales orders for your prospective customers making your sales process more effective. Learn More about Customers App

Contacts

A contact is an individual person who this order is created and addressed to. It shows all the contacts related to the selected customer, and you can also create a new contact from here which will be associated with the selected customer. Learn More about Contacts App

Invoices

You can create invoices for all orders that are shipped. The line items added in the order will be included in the invoice during the conversion. You can also have a view of all the invoices related to a specific order in one central place. Learn More about Invoices App

Shipping

Once an order is shipped you can view the Shipment link and Shipment Status right from the Orders App, enabling easy navigation to the Shipping App. You can also have a view of the Orders Awaiting Shipment & Shipped Orders. Learn More about Shipping App

Promotions

Having integrated with the Orders App, Promotions App will manage the discounts, promotions and offers for the orders you have created for your customers, in an effective manner. Learn More about Promotions App

Pricing

This integration of Orders App with Pricing App gives you the ability to link desired price lists to the orders created. All Price Lists from the Pricing App will be displayed where you can search and select the required one. You also have the option of configuring the position of the price lists. Learn More about Pricing App

Suppliers

On creating orders for items, you can have a view of the supplier details after selecting the required item. You can search and select the required supplier from the Orders App, which pulls in the supplier values from the Suppliers App. Learn More about Suppliers App

Employees

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

Teams

Every order record in Apptivo has the “Sales Rep.” field to whom the 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 orders can be duly attached to respective 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 orders and have quick access to all emails related to the 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 order you have created. This can be used for reference purposes anytime. Learn More about Notes App

This Application is available in

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Start a Trial / Book Demo

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.

Get Started Free!Or Schedule Demo