"OpenBOX has allowed us to extend our data from Great Plains into a full-featured CRM system."

What is OpenBOX Order Management?

" With the OpenBOX Order Management System wehave increased our order capacity by 300% without having to hire additional in-house staff."

- George T. Panichas, Jr. Principal, Lincoln Appraisal Group

The OpenBOX Order Management v9.0 module is a web-based solution that fully automates the sales order process delivering significant cost-savings, boosting revenue and improving customer service.

Designed to adapt to your existing workflow, the Order Management module can be integrated with either OpenBOX CRM or an existing solution to manage the entire sales order lifecycle from receipt to invoice including creating, expediting and tracking all sales orders; integration with a common carrier for shipment tracking; and real-time process statistics that can be accessed from anywhere via the web.

OpenBOX Business Suite 9.0 provides unmatched flexibility and scalability. Customers have the power to customize the software to accommodate their current business process and then make modifications as needed in the future.

Order Management can be fully integrated with OpenBOX CRM and enterprise solutions (Service & Support, Sales Force Automation, Campaign Management, Project Management and Partner Management) as well as back-office applications for one complete enterprise-wide view of the customer.

OpenBOX Order Management Features & Benefits

Fully automated sales order processing   top^

The fully automated, web-based Order Management module provides one consistent business process preventing huge paper trails and order entry errors. Place orders from anywhere via the web, and receive real-time status through each order stage.

On-line self service   top^

Customers and sales reps can check the status of existing orders, input new orders or review order history at their convenience.

Validate order data with business rules to prevent errors   top^

Define steps inherent to your sales order process to help users move orders from one phase to the next in the sales order cycle.

Easily customize order form   top^

Customize order form including required information fields, product and pricing dropdown menus, and more for one consistent order form for everyone to use.

Confirm sales orders electronically   top^

Automatic notifications are sent to customers during critical points of the order stage (pre-defined by user) including receipt confirmation, shipping information, items shipped and more.

Customize to existing workflow   top^

Easily integrate the Order Management module into your current business process whether using existing CRM solution or with additional modules from the OpenBOX Business Suite, which includes a robust CRM solution.

Generate reports and queries quickly and easily   top^

Easily and quickly generate various reports and queries for analysis. OpenBOX Order Management includes several pre-configured reports. All reports and queries can be set up as a submenu item for instant access.

Multi-level security   top^

Set user permissions at any level. Users only view their relevant information and perform certain transactions with the ability to customize views.

Integration with OpenBOX Business Suite including back-office financial and ERP applications   top^

Part of the OpenBOX Business Suite, the Order Management module can be purchased as a standalone or integrated with other CRM and back-office applications for an enterprise-wide solution.

Toll Free Phone: (877) 361-6536
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