Manage your quotes and orders

In WinServ you can create dynamic quotes connected to Word templates.

After completing the quotation you can convert your quote into an order. This can be done with a button and your order will be placed in order queue for monitoring and delivery.

Order documents can be printed directly from the order view. Purchase orders to suppliers are created automatically. Once the order is shipped, you write out the packing slip and load-out of order.

If the order rows for some reason, can not be delivered, WinServ creates a back order for later delivery. Customers can also receive e-mails when changes has been made to the delivery conditions.

After dispatch the finished order is transferred to your ERP system (accounting system).

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