Sales Order Wizard

Sales Order Wizard is the one-stop solution for any of your repetitive, time-consuming order-entry needs – be it regular orders placed by your partners, or services bought by your customers or product configurations requested.

The Sales Order Wizard empowers you to perform all of these tasks right from the comfort of Excel worksheets:

  • Entering and booking multiple sales order lines en masse
  • Downloading sales order information and making any updates (scheduled dates, quantities etc.)
  • Downloading quick ad-hoc orders information on to excel based on specified criteria
  • Booking or canceling orders
  • Adding or deleting order attachments
  • Adding/ modifying Adjustments on existing order lines
  • Applying or releasing holds
  • Adding or modifying service, contract or serial information on order lines