Sales Order Portal

Sales Visibility allows your sales team, call center and customers to place orders quickly & easily. The solution can be tailored to meet the exact needs of your company. Using any device with an internet browser connection, (including mobile smart phones) sales orders are securely placed directly into your ERP or back office system. The Sales Visibility Administrator has the ability to activate registered users, provide customer assignment, and authorize each user’s specific menu options. Placing a Sales Order and viewing Account Receivables are available even when disconnected from the ERP.

Specific functions include:

Standard Transactions Coming soon…
  • Create Sales Order
  • Order/Quote Inquiry
  • Sales History
  • Open AR Inquiry
  • Item Availability
  • Item Catalog
  • Invoice/Payment Details
  • Modify Sales Orders

Business Benefits

By arming sales organizations with real-time customer and order information wherever they are, the benefits can be significant including:

  • Real-time ERP generated customer pricing
  • Real-time order placement by Sales Team
  • Real-time order placement from your Customers
  • Significant time reduction in order validation and creation
  • Accurate visibility of sales order history
  • Users can view their customer portfolio
  • Overall improved customer service

TransitionWorks Sales Visibility solution installs in hours and can be configured for production in a couple of days, delivering great business benefits to you and your customers in a short period of time. Because this BPCS solution provides Sales personnel information they often currently have, but lack access to at all times, the adoption and usage rates of the solution are high. Sales management likes the ability to ensure sales visits are being conducted and production likes it because it minimizes customer calls seeking order status information.