Client Order Management
Unlike most providers who only provide Management from your perspective, Adaptive provides Clients and Vendors with their own portal and dashboards. Impress your clients and allow them to automate their flows and interactions with your business. Improve productivity and reduce the burden on customer support, with integrated change requests.
Quotes
The system handles Made to Order, as well as Made to Stock. Simply set up your BOM, authorise certain users to set margins and maximum discounts. If enough specifications are already in the system, Client Quotes are automated - else configure the quote with margins and the Quote appears in the client's dashboard. With a single click, the client can order and both sides view and track orders and change requests.
Clients have their own Dashboards where they enter orders. Past orders
are saved and can be re-ordered easily. Payment terms can be pre-set. Invoices are created
automatically and are visible immediately in the Client's Invoicing module.
Clients can track order progression and make change requests, reducing your time spent on customer support.
Clients can track order progression and make change requests, reducing your time spent on customer support.
Order Management Outcomes
Drive digital engagement,
improve productivity, sales efficiency and client retention
Key Benefits
| Benefit | Rationale |
|---|---|
| Client Dashboards: | Client self-service portals include Quotes, Orders, Invoicing, Order Tracking and Change Requests, as well Messaging with Vendors and Adaptive Support. |
| Self-Service Clients: | Real-time data access 24/7 improves customer satisfaction and drives efficiency, providing clients the data they need without involving sales or support. |
| New Buyer behaviour: | Customers expect faster turnarounds from sales, distribution and customer service. |
| E-Commerce: | New or existing customers can purchase goods online. An invoice is issued automatically with integrated online payment. You can provide customers with order tracking numbers. We offer a full, secure CMS for E-Commerce to provide an all-in-one solution. |
| Vendor Dashboards: | View a mirror image of Client Quotes. If an order is not placed this helps you follow up to close more deals. Also view all orders placed and status. When orders are delayed or part-complete this provides an opportunity to liaise with the Client to discuss any concerns. |
| Automate GL and AR (Optional): | If you opt for our finance module, the system allows each Client Order to generate an automated ledger entry into Sales Revenues or Accounts Receivable. These would be tailored to your Use Case. |
| Stock Replenishing: | Inventory Management is linked and gets updated after each order is placed, with system alerts informing you when stock is running low. |
| Messaging: | Every order includes a notes field but for customised orders each Client can contact you directly through our secure Messaging module. |
| Back office integration: | Seamless integration with Adaptive ERP lets Sales and Marketing staff view quotes, change requests, order delays, inventory levels, messaging, outstanding invoices and so forth to improve the customer experience and avoid pitfalls such as over promising or under delivering |
| Improve Account Management: | Allow view-only access to inventory levels, orders and outstanding invoicing. You decide which users/teams gain access |
| A powerful and scalable system: | Comprehensive functionality that powers your growth coupled with a license that manages your risks: Adaptive allows you to scale back number of users during economic downturns, with 30 days notice |
| Suitability: | SMEs (SMBs) as well as large enterprises industry-wide |
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