Workflow Order Management Streamlined, Simplified.

Our Workflow Manager ensures a smooth and tightly controlled order management process.

See what’s going on anywhere at any time, and provide your customer service team with complete visibility and clarity of every step of the order process via our Smart Search tool.


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Workflow order management processes simplified

Simplified Order Management Process

Know what needs attention quickly with our simple visual traffic light Workflow Manager to keep you on top of tasks.

  • A simple inbuilt 4-step order management process keeps your team aligned and 100% accountable
  • View the progress of each order easily from a color coded status on each step for anything that’s incomplete or needs attention
  • Create customized workflows for more specialized management with our Smart Searches
  • Give yourself another layer of search functionality with customized order and assignment tags
  • Instantly view costs and Gross Profit to know exactly where you stand
  • Create specific tasks and actions for each order using our tasks management system
  • Automatically keep clients up to date on the status of their order with our automated communication and marketing system (See more)
  • View a detailed log against each order of all functions, and client and internal communications for total accountability and visibility
  • Create repair or replacement orders and track faults and reasons for long term reporting
  • Complete and archive jobs to keep a clean system
  • Use our general order statuses and create unlimited custom statuses with an assigned color to further expand your ability to classify and search jobs
  • Access and build a huge range of supporting and custom reports, including reports based on order statuses and work on hand to monitor your pipeline and identify bottlenecks.

Step 1: Final Measure

  • Book any jobs requiring a final measure directly into the Scheduler or send them to scheduling for future booking
  • Set jobs for follow up or assign other customizable statuses depending on what you need
  • Split jobs apart into multiple measures assigned to different people or separated between products that require a final measure and those that don’t
  • Add notes per product or for each “Split Measure” to keep your team up to date
  • Instantly generate your measure sheets
  • Use our inbuilt measure and install system onsite for full real-time functionality (See more)
  • View any documents uploaded or appointment logs for booking information
  • View any reports submitted from our measure and installation system (See more)
Workflow management streamlined
Automated tax calculations and flexible quote options

Step 2: Ordering Products

  • Orders are all broken down per “Split Measure” to order goods as you need
  • Instantly generate PDF and Excel order sheets to email to your manufacturers and suppliers
  • All orders are separated by brand and product category, with fabric and workroom orders shown separately
  • Add your supplier’s order number for easier tracking and update the auto generated ETA time frame
  • Use One Click Ordering for integrated manufacturers and suppliers
  • Add notes, documents and tags for each order plus update any delivery or product information needed at the last minute
  • View any “auto” install and freight purchase orders for calculated costings
  • Once ordered, Lock jobs to make sure they can’t be altered or changed without you knowing

Step 3:

Tracking and Receiving Goods

  • See when goods aren’t delivered in the allocated time frame, supported by detailed reporting to support and easily updated ETA’s
  • Search supplier’s order numbers or any Quoterite order numbers to find the right job fast
  • Update the delivery due date for each product individually or by product groups
  • Receive each product individually or by group
  • Add any delivery notes or shipping information per order
  • Add specific product locations to advise installers where goods are located in your warehouse
Tracking and receiving
Installation

Step 4: Installation

  • Book installation appointments directly into the Scheduler or sent to scheduling for future booking
  • Set jobs for follow up or assign other customisable statuses depending on what you need
  • Split jobs into multiple installations to book multiple installers at the same time, or separate installs as products are received
  • Add notes per product or for each “Split Install” to keep your team up to date
  • Instantly generate your install sheets
  • Use our inbuilt measure and install system onsite for full real-time functionality (See more)
  • View any documents uploaded or appointment logs for booking information
  • View any reports submitted from our measure and installation system (See more)
  • View the received status of each product to know what is ready for booking
  • Generate running invoices to collect staggered payments for each “Split Install”, ensuring payment of the fitted goods on top of retaining the correct deposit amount
  • Generate separate “Master” invoices creating separate invoices for each “Split Install” all at once or generate a standard invoice for the total overall job
  • Easily generate reports on jobs ready to be booked for install

Payments and Invoicing

  • Instantly see if payment statuses, i.e. if a deposit has or hasn’t been paid, if it’s the set minimum deposit or full amount, or set other custom statuses
  • Easily take payments that automatically sync to your accounting system (See more)
  • View and send receipts
  • Label jobs as account clients, or any other custom statuses

Smart Quote and invoicing functions

  • Send clients live invoices they can view and click to make credit card payments from home
  • Add payment links to any automated communication like appointment reminders or job completion to allow the client to click and make payment
  • Send manual messages and insert the payment link for clients to use from home
Payments and invoicing
One click ordering

One Click Ordering

Our One Click Bulk Ordering system allows larger retailers to process large volumes of orders in a few clicks.

Start by sending all jobs ready to be ordered to our One Click System, which then consolidates orders by manufacturer and category showing you the cost value and quantity on each one.

Then when you’re ready, you can simply send a single email to each manufacturer with all PDF and / or excel order sheets packed into zip files.

Alternatively, if your manufacturer is integrated with Quoterite via our API integration, then simply Click To Order online, and that’s it!

Quoterite then sends all orders and automatically marks them as sent starting the tracking process.

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