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FMIS Sales Order Processing

FMIS Sales Order Processing manages the whole sales process for project based businesses. Create quotes and sales orders directly from CRM demand, track stock and inventory and manage despatch and invoicing centrally.

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Product Info
FMIS Equipment Maintenance Screens

FMIS Sales Order Processing

FMIS Sales Order Processing manages the whole sales process for project based businesses. Create quotes and sales orders directly from CRM demand, track stock and inventory and manage despatch and invoicing centrally.

Request Demo
Product Info

Why use FMIS Sales Order Processing?

✓ Control the whole project sales cycle from demand to fulfilment
✓ Create quotes and sales orders directly from CRM integration
✓ Link Stock, Inventory and Production Control to project demand
✓ Create work orders with complex Kitting and Assembly
✓ Quote and Sales Order approval with full workflow authorisation
✓ Tailored reporting suite with sales and margin analysis

Linked Solutions

Features

✓ Multi-company
✓ Multi-lingual
✓ Customisable workflows
✓ Electronic authorisation
✓ Complex kitting and assembly
✓ Drop ship
✓ Integration with CRM systems
✓ Quotes
✓ Sales orders
✓ Project/job creation from assembly in job cost system
✓ Auto fulfilment through purchase order, work order or stock/inventory
✓ Returns from customers
✓ Sales analysis and margin analysis
✓ Despatch
✓ Sales invoice production and finance integration
✓ Change management and version control

✓ Build bespoke and complex kits and assemblies as sales items
✓ Hold default vendors and parts pricing
✓ Record discounts and sales margins

✓ Role based authorisation limits
✓ Integration with HR, finance and project roles
✓ Full workflow management
✓ Electronic authorisation

✓ Customisable quote templates
✓ Links to Deltek Vision and other job templates
✓ Integration with CRM packages
✓ Quote workflow and version control
✓ Quote generated sales order

✓ Final amendment and authorisation
✓ Auto create any project using templates mapped to sales order in your job cost system
✓ Tailored sales order print outs
✓ Electronic delivery of attachments and documents
✓ Easy status and full history of sales

✓ Auto allocation of purchase orders to any preferred vendor at agreed discounts and pricing
✓ Direct pegging of finished goods in stock or items in inventory
✓ Demand generation of production work order/kit build for non-stocked finished goods
✓ Drop ship management
✓ Easy drill down for status
✓ Alerting for any shortfall or problem

✓ Part/full despatch management
✓ Pick lists, packing notes, shipping and export documentation fully customisable
✓ Full status visibility

✓ Full/part invoicing for despatch and drop ship
✓ Credit note production
✓ Customisable invoices for multiple needs
✓ Automatic update to accounts receivable or billing

✓ All documents easily customisable
✓ Base reports can be cloned and modified and marked as customer specific
✓ Base reports can be linked to particular workflows
✓ Dashboards and business intelligence

Integration

FMIS Sales Order Processing integrates with most leading CRM, finance and ERP packages. CRM integration allows the creation of quotes and sales orders directly from CRM data. Synchronisation of project, sales and inventory data provides for real-time reporting and cuts out the duplication of data. FMIS Sales Order Processing can be implemented as a stand-alone solution or part of a wider manufacturing or Purchase to Pay implementation.

Customer Reviews

FMIS Capterra Customer Reviews

ESA Sales Order Processing“The team have been brilliant. The support that they have provided for us has been a credit to FMIS.”

Marilyn Draper

Finance Projects Manager, ESA Ltd

Exponent Sales Order Processing“In FMIS, Exponent found a system that provided the flexibility we needed to accommodate our approval matrixes while still seamlessly interacting and taking advantage of the capabilities of Vision..”

Sue Lawless

Business Manager, Exponent

FAQ

A: Sales Order Processing is a comprehensive solution designed to manage the entire sales cycle for project-based businesses. It covers everything from creating quotes and sales orders to tracking stock, managing dispatches, and invoicing.

A: The system supports role-based authorisation limits with integration across HR, finance, and project roles. It includes customisable workflows and electronic approvals for streamlined processes.

A: It is ideal for project-based businesses requiring end-to-end management of sales orders, inventory, and dispatch processes.

A: It includes automated allocation of purchase orders to preferred vendors, management of drop shipments, and the generation of production work orders for non-stocked items.

Yes, FMIS offers training to enable your team can use the system effectively, maximising its value.

FMIS follows industry best practices for data security, including encryption, role-based access control, and secure system integrations.

Pricing depends on factors like the number of users, required modules, and deployment method. Contact us to discuss your needs and request a personalised quote using our contact form.

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