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Aptean Industrial Manufacturing ERP, WorkWise Edition - Customer Order Management

Aptean Industrial Manufacturing ERP, WorkWise Edition - Customer Order Management


Explore Manufacturing ERP

Aptean Industrial Manufacturing ERP, WorkWise Edition - Customer Order Management

May 14, 2020

Aptean Staff Writer


  • Easily Process and Manage Customer Orders
Worker in factory

Everything from Order Entry to Customer Invoice

Customer Order Management handles the creation, maintenance, shipping and invoicing of your customer orders for goods and services. Flexibility is key to the COP’s performance. It efficiently accepts your orders from a variety of inputs and prices items from a wide choice of discount and markup rules.

The user’s task is kept simple because the process may be customized to the individual’s needs.

Customer Order Management Benefits

As integration of business functions is one of the key strengths of an ERP system, the integration process begins at the contact with a potential customer. Therefore, this process of customer ordering is at the heart of the ERP system, capturing the order and shipping the goods, integrating with material management to control the inventory, financial accounting to manage the billing and flow of cash, and measurement of the profitability of operations and production planning to ensure an economical flow of goods to inventory and customers.

Customer Order Management Features

  • Customer Orders. Credit Memos. Aptean Industrial Manufacturing ERP WorkWise Edition manages your customer orders and credit memos, handling the invoicing and shipping of your customer orders for goods and services.

  • Promise Date Calculation. Calculate the date when customer orders are to be shipped and received with the promise date calculation.

  • Credit Checking Management. Credit checking management allows software users to see credit issues and supports checking customer credit.

  • Direct Fulfillment with Shop and Purchase Orders. Fulfill shop and purchase orders, ensuring that all orders are being fulfilled in a timely manner.

  • Acknowledgements, Pro-Forma Invoices, Picking Tickets, Packing Lists, Invoices. Inform your customers of order costs with Pro-Forma invoices, standard invoices and picking tickets.

  • Automatic email and faxing with Integrated Document Archiving. Save time and focus your energy on time-consuming tasks with the automatic email and faxing feature within the Integrated Document Archiving.

  • Bookings and invoice history analysis. Keep track of your bookings and invoice history, for stronger company organization and analysis when needed.

  • Blankets/Shipping schedules. Schedule blankets and shipping to create more organization and accuracy.

  • Kitting and Product Configurator integration. Integrated within your Aptean Industrial Manufacturing ERP, the Product Configurator customizes products to meet the needs of a particular customer.

Optional integrations are available for automating the handling of Credit Cards with a 3rd party merchant processor and managing Sales Tax calculations with Avalara.

At Aptean, we know manufacturing. From computers and electronics to fabricated metals, our ERP is designed to conquer the challenges discrete manufacturers facetoday and every day.

Want to find out how our industrial manufacturing ERP, Aptean Industrial Manufacturing ERP, can help your business? Contact us today to chat with one of our experts or schedule a demo to see for yourself.

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