Sales order
An order process with updated stock – in real time
The automated process from quotation and order to invoice – with real-time stock status gives you a simple overview of the sales process – and happy colleagues and customers.
An automated sales process minimizes errors and creates joy in everyday life
Everyday life is easy with order management integrated for inventory and finances that are updated in real time. It minimizes errors and with accurate data. You know your deliveries will arrive on time and your customers’ expectations will be met.
Automatic stock update on sale
Avoid manual updates – stock status is automatically updated with each order. This gives you a full overview of the inventory in real-time.
Direct integration to general ledger and CRM
Keep track of sales data without extra steps. Direct integration ensures precise updates and simplifies collaboration across departments.
Order history and customer overview
View detailed order and purchase history for each customer. Use the data to strengthen your customer relationships and make informed decisions.
Handle international sales with currency management
The Sales Order module supports multiple currencies, so you can manage international orders effortlessly and ensure proper posting.
Order overview with contribution margin
Create invoices and delivery notes instantly and adapt to customer needs. Save time and create a better experience for your customers – and yourself.
Reminders and delivery status
Send reminders and keep your customers updated on the delivery status. This ensures that customers are always informed and satisfied.
Get a full overview of all functions
General Ledger
Customer
Sales order
Vendor
Purchase
AutoBanking
Uniconta Scan
Inventory
Logistics
Producer responsibility
Project
Production
CRM
Fixed assets
Dashboard
Company
Tools
More features of Sales order
Uniconta makes it easy to collect and share relevant documents directly from the order, whether it is terms of sale, installation instructions or quality documents. By attaching these files, you can send them automatically along with standard documents such as invoices and delivery notes, creating efficient and complete documentation for each order.
All necessary materials are gathered in one place, ready for both internal use and sharing with customers. This ensures that no important information is overlooked and saves time by reducing manual handling and follow-up.
The Contribution Margin per Order feature gives you a clear picture of the profitability of each order, so you can quickly assess how much each one is contributing to your company’s bottom line.
With a comprehensive overview of the contribution margin for all orders, you get valuable insights that make it easier to adjust prices, discounts and other profit-impacting factors. The function ensures that you always have a solid basis for decision-making to optimize the company’s financial results.
Uniconta’s automated subscription management makes it simple to manage recurring orders such as subscriptions, service agreements or membership fees. The system ensures that recurring invoices are automatically sent on time, so you don’t have to worry about missing payments and save resources on manual work. With bulk billing support, you can invoice multiple customers simultaneously, significantly streamlining the billing process and ensuring stable and seamless recurring revenue management.
Uniconta’s order drafts make it easy to update existing orders with new or adjusted order lines without creating a completely new order. If there are changes along the way, you can adjust the order directly, providing flexibility and saving time. This feature ensures that orders are always up-to-date and adapted to the customer’s needs, while maintaining a clear overview of the entire order process.
Uniconta makes it simple to manage transactions in multiple currencies, which is ideal for companies with international customers. The system can automatically update exchange rates so that invoicing is always done at the correct rate, but at the same time allows for manual adjustment if necessary. This flexibility ensures that international orders are handled accurately and efficiently, minimizing errors and keeping your invoices up-to-date and professional.
On the one hand, we sell tailor-made, individually designed solutions, where the capacity draw often only happens when you are at the customer’s premises – and on the other hand, stock items directly from the shelf. But with Uniconta, we have a good handle on both.
Tina Frost Lindgaard
VintageKeeping
Want to know more?
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Or contact us by phone:
(+45) 70 33 16 16
Other features of Sales order
Efficient management of master data and customer information
Provides easy access to important customer information and ensures accurate data for every order.
- Master data in sales order headers brings together customer information, shipping addresses, order groups, and due dates, so that all data is unified and organized.
- Order backlog order groups allow you to manage both firm and ongoing orders, providing the flexibility to handle different customer agreements efficiently.
- Multiple shipping addresses allow you to easily choose between different addresses for each customer, so order information is always correct.
- Responsible employee can be assigned to each order, so all orders can be easily tracked internally.
Streamlined subscription management and recurring orders
Automates and organizes recurring payments so that invoices are never short.
- Subscription and recurring orders are handled automatically and cover both subscriptions, service agreements and membership fees, so that recurring invoices are always sent on time.
- Line management allows you to delete or retain lines after invoicing, maintaining the flexibility of recurring orders.
- Bulk invoicing allows you to invoice many customers simultaneously, saving time and streamlining the invoicing process.
Document attachment and automated standard forms
Ensures that all necessary documents are attached and easily accessible with the order.
- Documents can be attached to orders, so relevant materials such as terms of sale, assembly instructions and quality documents are always included.
- Print and email documents such as order confirmations, quotes and delivery notes directly to the customer, ensuring accurate and professional communication.
Efficient order processing and flexibility in order lines
Ensures easy real-time customization of orders, so you can update without errors.
- Updating order lines allows you to add or change order lines on an ongoing basis, without creating new orders.
- Contribution margin per order provides an overview of the profitability of each order, so that prices and discounts can be adjusted informed.
- Copy and customize orders by copying previous orders or adding lines to existing orders for smoother order processing.
Advanced search and quick access to SKUs
Improves the availability of data and makes it quick to find the right information for orders.
- Quick search and advanced search allow you to quickly find item numbers and product information, filtering by groups, brands and categories.
- Automatic line breaks make it easy to write long descriptions, as the text automatically continues on the next line and prints correctly.
Automated payment terms and cash discount
Make it easy to manage payment deadlines and ensure timely payments.
- Customize payment formats and cash discounts on orders so that the payment terms match the customer’s profile.
- Grace days on the cashier discount allow an extra period for cashier discount after the deadline, which can strengthen customer satisfaction.
Clear and customized reports
Provides an in-depth financial overview of orders and supports proactive action.
- Invoice archive and order history make it easy to view invoice history and ongoing orders, and create new orders based on previous invoices.
- Delivery note archive makes it easy to find and reprint delivery notes, so documentation is always available.
- Export options allow you to print reports or export data to Excel, Word, and CSV, making analyzing and sharing data simple.
Customization options and forms
Ensures that all forms and reports are customized to your business needs.
- Standard forms are customizable and include quotes, order confirmations, invoices, and picking and delivery notes to match your business requirements.
- Add new fields and function buttons with Uniconta’s toolbox if the standard functions do not cover the needs, so that the system becomes flexible and adapted to your company.