Common challenges

• Credit limits tracked by hand
• Orders taken by phone and re-keyed
• Collections chased from memory

What you get

• Sales orders and invoices
• Customer credit and outstanding balances
• Van sales and collections

A typical workflow

1. 1Take the order in the field or at the desk
2. 2Deliver and invoice
3. 3Record the collection and update the balance

Business benefits

• Fewer re-keyed orders
• Clear outstanding balances
• Orders and payments in one system