Using Workbooks you can easily manage the Orders you receive from your customers. Using a single click, orders can be created from existing Opportunities or Quotes with all the necessary information automatically created for you.
Sales Orders contain details of the items ordered by your customers, allowing you to track cost prices, sales prices and gross margins at a product level. You can either add order line items manually to an order, or you can select the details from the Product Book. You can also manage special pricing such as promotional pricing on products or pre-agreed discounts using Customer Pricing Schemes.
The Multi Currency support allows you to process orders in different currencies, but track the values in your own ‘home’ currency. You can also create your own order statuses, allowing you to track your internal order approval and fulfilment processes.
Workbooks enables you to create professional looking order documents in PDF format. You can create multiple order templates to support different types of agreements and you can ‘merge’ information from the order record.
A contract record is simply another type of transaction document. that enables users to store all their customer contract information in one place, and alongside their CRM and business transaction data.
As with all other transaction documents within Workbooks, you are able to schedule and record activities against a contract record and create reports to measure and manage your contracts. For instance, you may wish to create a report to help you identify the total value of customer contracts or schedule reminders to call your customers 4 weeks before their contract is due for renewal.
If you are a Workbooks Business customer, Workbooks additionally enables you to create contracts from other transaction documents, for instance Orders, copying across all line items which have a 'Contract Start Date' and 'Contract End Date' set.