Let’s face it, order entry can be a huge headache for companies using Sage 300. But it doesn’t have to be.
The Challenge
In our 20 years of experience, we’ve come to appreciate just how important it is for companies to have an easy way to get new orders into their Sage 300. With faster-than-ever expected turnaround times, companies need their employees performing order entry to work easily, quickly, and accurately. They also need to make sure that all vital order information is captured in the company’s ERP with zero errors. Finally, they need to make sure these employees have access to vital customer and inventory information contained in Sage 300.
The Solution
It was with this challenge in mind that Conligo created OrderDesk, the best solution for placing orders into Sage 300. When connected with Conligo Pay integrated payments, this solution can leverage your current payment gateway to quickly and easily run credit card payments on new orders. And all of the data flows seamlessly into your Sage 300 ERP.
This solution sits comfortably inside the screens of your Sage CRM and will very soon be available as a standalone solution as well. It is also the most highly configurable product of its kind, meaning that you get all the reliability of an out-of-the-box with the flexibility you need to adapt the product to meet your workflow needs.
If you have 5, 10, 20, or even 50 employees creating new orders in Sage 300, Conligo’s OrderDesk product isn’t just a nice-to-have. It’s a must-have. Your team can skip over all the frustration of its current processes with one-click ordering and payments. And what’s just as important in these unprecedented times is that they can do this work remotely through OrderDesk’s cloud-based interface.
All the Benefits
OrderDesk’s easy-to-use order form displays real-time customer and inventory lists—along with complete pricing—pulled directly from your Sage 300. You’re also able to use multi-company support and pull accurate tax information, as well as accurate shipping rates from FedEx, UPS, and more. Your reps can access up-to-date inventory status, including stock availability or arrival dates, and can print quotes directly from their browser.
Other popular features include:
- Copying entire quotes
- Applying discounts by line item
- Performing advanced inventory search
- Searching active orders and order history
- Creating an Order from an Opportunity in Sage CRM
- Attaching documents to an Opportunity
A full list of benefits can be found here.
Life’s too Short
You deserve an order entry solution that lets your employees push new orders easily and accurately into your ERP with zero headaches.
To learn more about this product, please don’t hesitate to reach out to us at sales@conligo.ca. We’d love to answer any questions you might have and to help you decide whether OrderDesk can add value for you and your team.