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Process orders in the same business flow

CRRM brings orders, shop orders, customers, planning and invoicing closer together. This way, order status remains visible without a separate system next to your workshop.

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Orders and order status in CRRM
Now

Orders are often placed next to the workshop

Orders from email, telephone or webshop quickly become a separate administration in addition to customers, planning and invoicing.

  • Order status not central
  • Customer context is missing
  • More casual mail traffic
  • Rebuild billing later
With CRRM

Orders with customer and status included

CRRM links orders to customers and allows order status, planning and invoicing to remain closer together.

  • Manage orders
  • Process shop orders
  • Link to customers
  • Use within invoicing

From order to status, planning and invoice

Orders gain more value as soon as customer, status and completion are not separate from each other.

1

Order

Centrally record manual orders or shop orders.

2

Customer

Link the order to the correct customer context.

3

Status

Follow where the order is in the flow.

4

Planning

Align execution or delivery with planning.

5

Invoice

Use order data for administrative completion.

More control over order flow

Orders become stronger when they are part of the same process.

1

Customer directly linked

Orders remain part of the customer context.

2

Status insightful

See more quickly what is new, planned or completed.

3

Webshop orders more central

Have shopping orders land in the same environment.

4

Less loose email traffic

Order information does not have to be distributed.

5

Invoicing closer

Use order information in the finalization.

6

Suits portal

Orders are connected to the customer portal and webshop.

Where order management must fit into the same business workflow

Orders only provide control when order status, customer, planning and invoicing are not separate from each other.

What you pay attention to Separately arranged With CRRM
Order status Orders are placed in email, webshop or separate lists. Orders are given status in the same CRRM flow.
Customer link Order data is separate from customer file. Orders remain linked to the correct customer.
Execution An order must be manually translated into work or delivery. Orders can be linked to work orders and planning.
Billing Order lines are rebuilt. Order data can be used for invoicing.

Orders should not live next to your workshop.

CRRM connects orders with customers, execution and completion so that order work does not become fragmented.

Order view Status and order details remain scannable.
Customer base Orders remain linked to customer and file.
Wrapping up Order information can be forwarded to invoicing.

Coherence

Orders belong to portal, stock and invoicing

Order flow works better when inventory, customer information and invoicing are involved.

Self-service Customer portal and webshop

Have orders come in more centrally.

 Catalog Products & warehouse

Use products and materials in orders.

 Customer data Customer management

Link orders to the correct customer record.

 Payment Billing

Complete orders administratively faster.

 Soon Packaging compliance

Use order and destination country as a source for packaging administration.

FAQ

Frequently asked questions about orders

Short answers about order flow in CRRM.

Can I link orders to customers?

Yes. Orders remain linked to customer context.

Can shop orders land in the same flow?

Yes. CRRM is designed to process webshop and portal orders more centrally.

Can an order proceed to invoicing?

Yes. Order information can be used in finalization.

View orders in CRRM?

See how order flow, customer portal and invoicing come together.

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