In the Invoicing and Order Management Workspace, all the information relevant to managing your orders and serving your customers are systematically connected to ensure that your order management workflows are smooth and seamless.
Following is a quick overview of the various Tables that make up the information architecture for the Invoicing and Order Management workflows.
Information from other Tables is easily linked to the Orders data. Let’s quickly see what each of these tables helps us achieve.
- Financial Year: Records from this table help you easily segment your orders based on the accounting/financial year.
- Dealers: If you sell through a dealer or franchise network or through channel partners, this table will maintain a list of the dealers associated with your business. Alternatively, if you sell directly through an internal sales team, this table with little modification can be used to track the various sales team members.
- Product and Services: This table allows you to list the different types of services and products that your business offers.
- Sales Order: This table is a list of all the Sales Orders for your business and this is key table where records from all other tables are seamlessly connected to ensure you have a centralized screen to manage all the orders.
- Sales Order Items: This table is nothing but a list of all items associated with every order and facilitates quick analysis of product and services data, such as which product ranges are doing better than the others.
- Dispatches: This table facilitates you to maintain the dispatch-related information for every order.
- Payments Received: Tracking of payments from customers is made simple with the help of this table where all payments can be directly linked to the specific orders for which payment was received.