Online order management software
With the online order management software, you can manage all your orders in one software.
Our order management software: simple, flexible and digital
With the projectfacts order management software, you can manage all your customer orders in one central software. Create order confirmations for your quotations at the touch of a button, convert orders into projects, record times and invoice them to the customer.
From offer to invoice
With projectfacts order management, you can handle the entire offer-to-cash workflow in one software package. Write quotations, send order confirmations and issue invoices.Orders at a glance
Keep an overview of all customer orders. Jump to the corresponding customer project and view the order value that has already been invoiced and paid.
Manage billing
Set up individual payment plans or flexible billing rules for your customers and projects. Even complex or recurring invoices are no problem.
Your all-in-one solution for order management
With our order management software, you can digitally map your entire financial workflow. From the quotation to the order to the invoice, you can create, send and manage all your finances with projectfacts.
You can create an order from a quotation with just one click. The order in turn forms the basis for all further steps in the software. In this way, the individual order items can be converted into sub-projects and work packages.
In this way, order management and project management go hand in hand. This saves you the effort of creating customer projects again and again and defining the work packages. Instead, you receive a finished project at the touch of a button and can get straight down to work.
Digitize your order management
Manage your orders digitally from now on. Turn your quotes into orders. Record all orders centrally and view the current billing status live.
Manage different order types
Flexible order management is particularly important for service companies. Orders often consist of different components that need to be flexibly combined with one another:
- billing according to fixed price or time and effort,
- settlement of external costs,
- recurring services
- and much more.
In addition, there are customer-specific agreements, such as fixed daily rates, terms, notice periods, etc. With order management software, you can manage this complexity easily and flexibly. Recurring billing or individual agreements are no longer a problem. projectfacts takes care of all this for you. Whenever a project can be invoiced, the system automatically reminds you.
Flexible payment plans for your order management
You can store a payment plan for each order in the software. This enables you to offer a variety of billing models. These include
- settlement of the project after completion of project phases
- billing by time
- billing in percentage discounts
The discounts can be defined not only at order level, but also within individual order items. Discounts and partial payments can also be easily integrated and documented.
In projectfacts, billing according to payment plan or billing rules is child’s play. The intelligent order management software saves you time and effort. It also helps you to invoice services accurately and promptly. You will notice the difference in your turnover at the latest.
Overview and Controlling
In the order management program, you have many options for maintaining an overview of your order situation.
Overview and billing
Order accounting is your digital cockpit. Here you can see all current and waiting orders. You can also see billable amounts and the next billing date – even broken down to individual items in the order if you wish.
Analysis and Controlling
The seamless digital documentation in projectfacts also provides numerous options for evaluation and controlling. For example, you can display the type of orders with which you generate the most turnover.
Manage your orders digitally
Join our satisfied customers and manage your customer orders digitally with immediate effect. The right software solution relieves you of administrative work, leaving you more time for the essentials.
Predictive order management: looking into the future with projectfacts
The integrative approach of our order management software enables you to estimate future orders as well. To do this, projectfacts collects all information about customer relationships as part of the CRM – and starts even before the quotation is created.
You can compare the forecast revenue per phase with your own target values. You can display all future revenue by period or project. This allows you to recognize order peaks or potential sales gaps in the future at a glance.
Order management at a glance
All-in-one software
The all-in-one order management program for your company
Flexible billing models
Flexible billing models with payment plan
Documentation function
Seamless documentation, simple controlling and predictive order management
Digital workflow
Completely digital workflow from quotation to invoice
Still have questions? We have the right answer!
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