Quickly enter a customer order (CO), select the customer, and add the desired quantity of products.
Click ‘Estimate costs and dates’ and woodworkingCRM will inform you when the earliest product availability date and production cost will be, along with the possibility of checking the detailed product cost breakdown.
Additionally, use the price list functionality to manage your items’ cost and sales price. Add the mark-up and have the system calculate the product sales price.
Send the quote to your customer by downloading the pre-filled PDF quote or have woodworkingCRM open your e-mail client with a pre-populated e-mail.
When the customer order is confirmed, simply click ‘Check stock and book items’ and book the available items.
Click ‘Create MOs for missing products’ and click ‘Create POs for missing parts’ which enables woodworkingCRM to automatically raise manufacturing and purchasing orders.
Create a pre-filled PDF invoice, or click ‘Send invoice via mail’ and allow woodworkingCRM to open your e-mail client with a pre-populated email.
Track the customer order status and see whether it is invoiced and paid, fully or partially.
Plan a new shipment by hitting ‘+’ in the Shipments section, add the shipment date, and address, and then simply print the waybill and the picking list.
Follow the customer order (CO) status with a nice pipeline view. Stay on top of customer order processing – from quotation through manufacturing – until delivery.
Automatically update your sales process and the status of customer orders when team members (such as production managers, stock clerks or purchasing managers) perform their duties.
Keep an eye on the product status and follow the color-coded warnings; for example, purple indicates a delay and allows immediate action.
Manage your whole sales team, sales contacts, and your next contact dates all within one place.
Follow your sales statistics with products sold, as well as costs, with the ability to view the profit and loss statement for the entire company or for a single customer.
Check the productivity of your sales team (including every sales representative).
Accurate automatic planning and realistic production schedule. Reschedule dynamically by just dragging and dropping manufacturing orders and operations in the calendar or Gantt chart.
Inventory management, stock movements, batch and serial number tracking. Set and optimize stock levels and avoid stock-outs. Have a clear history of your stock operations.
Just a few clicks to calculate the product cost and the best delivery time. Send quotations and invoices, prepare shipments. Send confirmed customer order to production. Track the sales process all the way from quotation right down to delivery using a simple pipeline view.
Simple environment for line workers to follow tasks on desktop or mobile device. Real-time shop floor reporting. Real-time overview on the need and availability of human resources.
Manage purchases and raise pre-filled purchase orders with a single click. Vendors, prices, lead times, it’s all there. Manage your supply chain with the help of accurate statistics. Forecast your procurement needs.
Enjoy clear visibility to your business performance. Follow your cash flow, balance sheet and profit/loss in real time. Understand the profitability of the business, and more.