KINAMU Advanced Order & Invoice Management

KINAMU Advanced Order & Invoice Management

Manage Quotes, Orders, Invoices and Credit-Notes


KINAMU Advanced Orders & Invoices gives you the possibility to manage Quotes, Orders, Invoices and Credit Notes as a streamlined process within Sugar. Convert an accepted Quote into an Order, add additional Order details e.g.: a buyer order number/reference, contact and shipping information. See the status of the Order. Issue Invoices from within Sugar, after the Order is placed, track the payment and track and issue dunning letters. You can issue invoices for the whole order or partially, you decide which positions to include in the next invoice. Credit notes can be created when an Invoice is canceled. For the generation of invoices and credit notes you can use standard Sugar PDF Templates.

Features and Benefits

Convert Quote to Order

A Quote can be converted to an Order and the resulting Order will inherit the header information and all the positions of the Quote. Once an Order is placed all the positions are locked to prevent changes.

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Issue Invoices

Issue Invoices from within Sugar, after the Order is placed, track the payment and track and issue dunning letters. You can issue invoices for the whole order or partially, you decide which positions to include in the next invoice.

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Manage Dunnings

Create dunning letters from invoices and download them as pdf. Dunning level and last dunning date are saved automatically and displayed at the invoice.

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Seperate Role and Team Management

The ACLs of all three modules (Quotes, Contracts and Invoices) can be configured seperatly.

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Convert Quote to Order

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A Quote can be converted to an Order and the resulting Order will inherit the header information and all the positions of the Quote. Once an Order is placed all the positions are locked to prevent changes.

Issue Invoices

image
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Issue Invoices from within Sugar, after the Order is placed, track the payment and track and issue dunning letters. You can issue invoices for the whole order or partially, you decide which positions to include in the next invoice.

Manage Dunnings

Create dunning letters from invoices and download them as pdf. Dunning level and last dunning date are saved automatically and displayed at the invoice.

Seperate Role and Team Management

The ACLs of all three modules (Quotes, Contracts and Invoices) can be configured seperatly.

Seperate Views

Serperate Views can be defined for all 3 Modules. This includes record, list and preview views.

Easy Reporting

The Seperation into Quotes, Contracts and Invoices allows for easy detailed reports for Forecasting, Analytics and Dunnings

Pfd TemplatesPfd Templates
Credit NotesCredit Notes
Dunning LettersDunning Letters
Invoices Record ViewInvoices Record View
Increase Dunning LevelIncrease Dunning Level
Invoice PdfInvoice Pdf
Orders MenueOrders Menue

Resources

Please where we're going to have PDF and what not

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