Effectively Follow Your Order Journey

You can effectively manage orders from quotation through to fulfilment and streamline the sales process with our Order Processing Software.

  • Use the order processing functionality to manage purchase orders, sales orders and over the counter sales for parts and equipment.
  • Reduce disputes by reconciling purchase orders to invoices.
  • Empower management with improved forecasting and reporting.
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Order Processing Software Benefits

Streamline the sales process

  • From enquiry through to quotation, order and invoice.
  • Easily track sales orders through multiple despatches for large orders
  • Sell parts, equipment and even non-stock items
  • Move from enquiry to invoice with just a few clicks
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Streamline the sales process with our order processing software
Generate fast equipment quotations with Protean's order processing module

Generate fast equipment quotations

  • Use the advanced equipment quotation feature to pre-configure makes and models with all available options.
  • Build finance options into equipment quotations.
  • Present leasing rates and payment profiles.
  • Build extras packages including delivery & set up charges.
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Convert equipment quotations into sales and purchase orders

  • Then automatically create service agreements, with warranty details transferred.
  • Workshop preparation or build jobs created automatically.
  • Any parts needed are auto-assigned.
  • Go from quote to invoice in just a few clicks.
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Convert equipment quotations into sales and purchase orders
Fully automate your parts reordering system and trade-ins on equipment

Fully automate your parts reordering system and trade-ins on equipment

Take into account the history and future service requirements of parts. With help from Protean’s Equipment Register, use the information provided to:

  • Forecast demand.
  • Create suggested order schedules that can be adjusted prior to acceptance.
  • Also service exchanges on parts sales.
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Support multi-currency purchases

  • Automate procedures for apportioning special costs to imported goods (e.g., shipping, duty, agent’s charges).
  • Set up unlimited foreign currency and assign to suppliers.
  • Purchase orders are raised in the currency of the supplier to aid invoice matching and reconciliation later.
  • Exchange rate differences are easily captured and accounted for.
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Support multi-currency purchases in our order processing software
Gain 360° visibility of your entire purchase order system

Gain 360° visibility of your entire purchase order system

  • Save time and increase accuracy with electronic on-screen invoice checking.
  • Effortlessly track orders from enquiries to invoice enabling simple reconciliation.
  • Powerful Purchase Invoice Matching facility replaces complicated purchase reconciliation processes.
  • Access easy-to-read reports and management information dashboards.
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