Client Order Management

Integrated with Sales, Invoicing & Inventory

Book a Demo Contact
AdaptiveERP Menu

Client Order Management


Most ERP systems do not include Client or Supplier portals as a standard feature and those that do may only offer 'view' rather than full life cycle management. AdaptiveERP provides full lifecycle management for Clients and Vendors and integrates natively with CRM and Customer Support.

Clients have their own customisable dashboards. They can place, view and edit orders, pay invoices online and view past orders. Order Edit includes message threads linked to each order. Clients also link to AdaptiveMessaging. This allows clients to automate their flows and interactions with your business.

Improve productivity and reduce the burden on customer support, with integrated change requests.


client-orders

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.
Order Management Outcomes

Drive digital engagement, improve productivity,
sales efficiency and client retention

Book a Demo


Key Benefits

Benefit Rationale
Client Dashboards: Client self-service portals include: Orders, Invoicing and Payments, Order Tracking and Change Requests, Messaging linked to orders, client relations, customer support, live chat and general messaging linked to your firm, as well as Adaptive Support.
Self-Service Clients: 24/7 real-time data access improves client 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: Customers can place one-off orders or create accounts. An invoice is issued automatically with integrated online payments. You can provide customers with order tracking numbers. We offer a full secure storefront for E-Commerce to provide an all-in-one solution.
Automate GL and AR: Each Client Order generates an automated ledger entry into Sales Revenues or Accounts Receivable. These are 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 and for customised orders clients can contact you directly through AdaptiveMessaging.
Back office integration: Seamless integration with AdaptiveERP lets Sales and Marketing staff view change requests, order delays, inventory levels, messaging, outstanding invoices and so forth to improve the customer experience and avoid pitfalls such as overpromising or underdelivering
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
Request a demo or consultation
Book a Demo/Consultation