Sales orders are an essential part
of every business and efficient order processing
is vital to profitability. Yet, many businesses still rely on
e-mailing Excel sheets around or even paper-based forms. In
today's business climate, manual paperwork slows customer
service and literally risks the viability of your business.
Use frevvo's visual, drag-and-drop software to easily
create online sales orders, integrate them with databases, and route
them automatically for signatures – all in a matter of days.
Streamlined sales orders reduces time wasted on paperwork and
lets employees focus on productive tasks to grow your business.
What is Sales Order Automation?
A sales order is an order that a business
issues to a customer to detail the products and services
requested by the customer often via one or more related
purchase orders (PO).
It is an
internal document in the sense that it is created by
the business. It often records the customer's PO
number or attaches the PO document. The sales order
allows the company to control and audit the internal process
for completeness and ensure that business requirements
are not bypassed.
The sales order may generate one or more work orders,
particularly in a manufacturing environment where the
items must be built. Work orders assign tasks or jobs
to employees to fulfill line items on the associated
What is the sales order process?
Order forms vary widely by industry
e.g. our sales order contains line items for software licenses
and services being purchased along with descriptions. It also
includes any terms & conditions. When it's digitally
signed by the client and by a frevvo representative,
the sales order becomes a binding contractual agreement
between the parties.
We then route the order form electronically to our Billing
department for invoicing and when the invoice is paid, it gets
sent on for fulfillment so that licenses are delivered,
services are scheduled and the account manager is notified.
Since the process is completely automated, it's not
possible to skip steps, delays and errors are avoided, and
our employees always know the status of orders.
Why are they important?
A clear sales order process is a critical aspect of everyday
operations. They ensure that communication between your business
and the customer is clear and enable you to provide high quality
customer service. They also provide required legal protections
e.g. in case of a financial audit or if there is a misunderstanding.
What's in a sales order form?
There are obviously many variants depending on your company and
industry. However, practically every form will include:
Your logo and corporate name.
Shipping and Billing address.
A line for each individual item including item codes, descriptions, unit prices etc.
Subtotals, grand total, taxes, fees and discounts.
Date of the request, along with any approval/rejection.
Signatures of all participants – salesperson, manager and client.
How do automated sales orders help?
The majority of organizations cannot afford to invest in
licenses and the I.T. staff required for an ERP system. So,
they use PDF or Word documents or Excel spreadsheets which
are filled out and emailed to process sales orders. These
Excel spreadsheets can certainly perform automated calculations
and limited validations but it is still fundamentally a
Automating your day-to-day operations is the foundation of
digitally transforming your business. An automated sales
order form and associated workflow facilitates better
communication so misunderstandings are less likely, errors and
omissions are eliminated and paperwork is reduced. Mobile
support means customers can sign your order from anywhere and
at any time leading to faster order processing.
addition, your salespeople have to spend less time chasing
down orders and can focus on what you hired them for – selling.
The streamlined sales order form and automated process reduces
costs, gives you greater control and visibility, and improves
Why automate your sales order process with frevvo?
frevvo's visual, drag-and-drop software is incredibly easy
to use. You won't have to hire programmers with
specialized skills in order to create high quality forms and
automated processes. Anyone can do it. Our
customizable sales order form
templates make it
easy to get started, your forms will work on smart phones and
tablets and look natural and user-friendly. They will even
work with your database or
Medi USA is automating their routine
workflows, integrating with ERP and using e-signatures to avoid printing
"frevvo's cloud-based solution
is visual and easy to use yet has powerful business features and
integration with our ERP. frevvo has a great combination of
simplicity and flexibility."
Chief Financial Officer
Mercy Ships has deployed over 70
forms & workflows integrated with Confluence
"We wanted a single, affordable solution that would be
able to address our forms, workflow and document signature
requirements. frevvo's modern solution is easy-to-use
and meets all our business needs at a reasonable price."
Chief Information Officer
"We've used Live Forms in the Cloud to automate several
workflows in a matter of months and we were able to do it
ourselves without expensive consulting resources."
UK Business & IS Solutions Manager
"Our success depends on delivering exceptional
services to students, families & staff.
frevvo's modern, web-based system is
easy-to-use, and meets our needs at reasonable cost."
Felix Jacomino, Director of Innovation and Technology
Charlie Rue, Chief Operating Officer
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