Service Order Processing

CorpEssence Service Order Processing system provides you the advantage of complete control over processing and management of service orders. The system will help you enter, view and track service orders, manage quotes for service offerings, automatically create orders from quotes and manage contracts. It enables you to track, hold and prioritize processing of service orders and process customer returns and credit memo initiation.

The system also helps you manage discounts with great ease. The system is seamlessly integrated with the Billing, Customer Management and Item Master systems and contains ready-to-use, scalable reports for determining profitability.

Functional overview:

1. Manage Quotes for Service Offerings
2. Automatically create orders from quotes
3. Manage contracts
4. Enter, view and track Service Orders
5. View service order history by customers
6. Track, hold, prioritize the processing of service order
7. Process customer returns and credit memo initiation
8. Real time credit limit checks are performed against each order entered in the system prior to the processing and fulfillment of service orders
9. Enable tax calculations for service order
10. Automatically incremented order numbers for easy tracking
11. Auto-create invoices from performed service orders
12. Manage discounts

Order Management module integrates with the following functions:

• Billing System
• Customer Management
• Item Master

Ready to use Reports - Service Order Management System

• Order Summary
• Order Detail
• Order Types
• Invoice Summary
• Invoice Detail Items
• Sales & Profitability
  • Sales Summary
  • Sales Detail
  • Profitability By Customer
  • Profitability By Invoice