• Previously Iciniti
  • Phone: 1-866-424-6484
  • Email: sales@conligo.ca

Conligo OrderDesk

Conligo OrderDesk (formerly known as Iciniti Order Desk) provides your sales and customer service reps the ability to easily take orders into your Sage 300 or ERP system. The solution is completely configurable and can be used as a standalone application or integrated into your Sage CRM platform.

Customer Orders Made Easy!

With OrderDesk, your sales team and customer service reps can easily enter orders into Sage 300 and access vital customer and order information when managing their daily activities. It can also be connected to Conligo Pay to make one-click ordering and payment processing quick and easy.

WHY CHOOSE US?

EFFICIENCY

Conligo OrderDesk provides an easy-to-use order form that displays real-time customer and inventory lists with complete pricing.

EASE OF USE

Conligo OrderDesk provides you the ability to perform a number of different sales tasks, from adding and updating ship-to addresses to viewing active orders and order history. Users can also convert quotes to orders with a single click!

SUPPORTS

With Conligo OrderDesk, you are able to use multi-company support and get accurate tax information, as well as accurate shipping rates from FedEx, UPS, and more.

GREAT SERVICES

  • Your sales and customer service reps can access up-to-date inventory status, including stock availability or arrival dates.
  • Print customer invoices and quotes directly from your browser.
  • Easily integrates into Conligo OneView, providing your customers access to view and pay invoices and add items to their order.

Standard Features of both versions

Features
  • Create new customers
  • Add and update billing and shipping addresses
  • Convert quotes to orders with a single click
  • Ship and invoice orders
  • Print a customer invoice, packing slip, or quote
  • Active order and order history search
  • Up to date inventory status, including stocking availability or arrival dates
  • Cloud hosted application
  • Create an order from an Opportunity
  • Attach documents to Opportunity
Configurations
  • Order Header Optional Fields Sage 300
  • Order Detail Optional Fields
  • Customer Item Number search support
  • Auto Commit Quantity – configure whether quantities should be committed
  • Ship Via – allow override of ship via codes by permitting manual entry
  • Allow Price List Override
  • Allow/Deny Billing and Ship To address changes
  • Template Customer Number
  • Default Price List
  • Default Currency Code
  • Default Discount Level
  • Consolidate Line Items
  • Create New Customers
  • User Permissions – configure access to shipping, quotoing, ordering and invoiceing modules
Optional Add-ons
  • Multi-company support
  • Get accurage shipping rates from FedEx, UPS, and more
  • Accept credit card payments with Conligo Pay
  • Integrate with Avalara for tax calculatation

Features

Create new customers

Add and update billing and shipping addresses

Convert quotes to orders with a single click

Ship and invoice orders

Print a customer invoice, packing slip, or quote

Active order and order history search

Up-to-date inventory status, including stocking availability or arrival dates

Manage OrderDesk users from admin panel

Cloud-hosted application 

Create an order from an Opportunity 

Attach documents to an Opportunity

Configurations

Customizable shopping inventory administration​

Order Header Optional Fields Sage 300

Order Detail Optional Fields

Customer Item Number search support

Auto Commit Quantity – configure whether quantities should be committed 

Ship Via – allow override of ship via codes by permitting manual entry

Allow Price List Override 

Allow/Deny Billing and Ship-To address changes

Template Customer Number 

Default Price List

Default Currency Code 

Default Discount Level 

Consolidate Line Items 

Create New Customers

User Permissions – configure access to shipping, quoting, ordering and invoicing modules

Optional Add-ons

Multi-company support 

Get accurate shipping rates from FedEx, UPS, and more 

Accept credit card payments with Conligo Pay 

Integrate with Avalara for tax calculation 

Standalone 

ultimatE

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