ConligoConligo OrderDesk provides your sales and customer service reps the ability to easily take orders into your Sage 300 or Sage 100 ERP system. The solution is completely configurable and can be used as a standalone application or integrated into your Sage CRM platform.
With OrderDesk, your sales team and customer service reps can easily enter orders into Sage 300 and Sage 100 and access vital customer and order information when managing their daily activities. It can also be connected to Conligo Pay to make one-click ordering and payment processing quick and easy.
Conligo OrderDesk provides an easy-to-use order form that displays real-time customer and inventory lists with complete pricing.
Conligo OrderDesk provides you the ability to perform a number of different sales tasks, from adding and updating ship-to addresses to viewing active orders and order history. Users can also convert quotes to orders with a single click!
With Conligo OrderDesk, you are able to use multi-company support and get accurate tax information, as well as accurate shipping rates from FedEx, UPS, and more.
Features
Add and update billing and shipping addresses
Convert quotes to orders with a single click
Ship and invoice orders
Print a customer invoice, packing slip, or quote
Active order and order history search
Up-to-date inventory status, including stocking availability or arrival dates
Manage OrderDesk users from admin panel
Create an order from an Opportunity
Attach documents to an Opportunity
Configurations
Customizable inventory administration
Order Header Optional Fields
Order Detail Optional Fields
Customer Item Number search support
Auto Commit Quantity – configure whether quantities should be committed
Ship Via – allow override of ship via codes by permitting manual entry
Allow Price List Override (Sage 300)
Allow/Deny Billing and Ship-To address changes
Template Customer Number
Default Price List (Sage 300)
Default Currency Code (Sage 300)
Default Discount Level (Sage 300)
Consolidate Line Items
Create New Customers
User Permissions – configure access to shipping, quoting, ordering and invoicing modules
Optional Add-ons
Multi-company support (Sage 300)
Accept credit card payments with Conligo Pay (Sage 300)
Integrate with Avalara for tax calculation
Standalone
SAGE CRM
