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Sales & Order Management for WorkWise ERP

Sales & Order Management Module

Customer Order Estimates

The Customer Order Management application handles the creation, maintenance, shipping, and invoicing of a business’s customer orders for goods and services. Flexibility is key to the COP’s performance with the capability to efficiently accept orders from a variety of inputs and multi-priced items within a large choice of discount and markup rules.


• Quotations, orders, and credit memos

• Promise date calculations

• Credit checking and management 

eCommerce Gateway

Online businesses needs a system in place to help manage business operations. With the WorkWise eCommerce Gateway application, users can keep business information stored and organized. Automatically enter information from your online store into your ERP system and receive up-to-date data from one place. 

Benefits and Advantages:

• Build customer loyalty 

• Open new sales and channels

• Increase sales

• Speed up order fulfillment 

Electronic Data Interchange (EDI)

EDI is a flexible interface tool used to replace paper mail, fax, and email by exchanging business in a standard format between business partners. Completed digitally, EDI transactions are sent to the correct application so they can be processed immediately. 

The application facilitates order entry, invoicing, and advanced shipping notice processes by removing the need for paper forms and filings. EDI integrates with your ERP software in order to coordinate supply chain management, reduce paperwork, and streamline administrative tasks. 


• Reduces paperwork

• Lowers costs

• Increases speed and efficiency 

• Improves data quality 


The Estimating application allows you to create and maintain accurate, up-to-date estimates, which gives a better understanding of the relationship between the manufacturing process, costs, and pricing. 

Using this application to analyze critical information before bidding or producing a job to significantly reduce material and labor costs all while improving your gross margin.


• Reduce clerical and administrative costs of producing manufacturing estimates.

• Improve gross margin through a better understanding of the relationships between the manufacturing process, costs, and pricing.

• Improve competitive pricing ability based on what if” analysis of costs and prices.


Help your business save additional time by converting quotes to orders with the Quotations application. Streamlining quotation preparation and creating accurate quotation content, allows you to handle quotes faster. 

Quotes are accurately created including latest pricing, availability, notes, and images. It also helps to generate more sales with proactive follow-up.


• Provides discounts according to customer or volume

• Access to customer status and history 

• Unlimited quantity breaks

Return Merchandise Authorization (RMA)

The RMA application provides users with the needed resources to manage customer returns, which includes recording and documenting RMA requests, the ability to receive returned goods, send replacement goods, and approve or deny claims. 

With this solution you can quickly enter and process RMAs, create replacement and return orders, as well as assign a credit memo after the RMA has been approved.


• Receive returned goods

• Record and document RMA requests

• Create credit memos

• Print RMA’s for internal use

Serial & Warranty Control

The Serial and Warranty Control application allows users to maintain accurate records for each unique warranty and/or serial number purchase and sale. If your company is not required by industry regulation to implement lot serial control, it gives you a stronger ability to manage your business.

Serial and Warranty control can be useful in many ways including tracking parts that expire or tracking lots to specific vendors. 


• Serialized assignments through shipping

• End user contact information 

• Service management notes 

• Service records 

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