Order planning
SoftOne simplifies your work with order planning and invoicing. You get a quick overview of the order status and whether the ordersy are ready for invoicing, as well as whether there are orders without planned start dates.
Order management
Orders are set up easily, and a cursory list shows clearly which customer the order refers to, the status of the order, any potential partial invoicing, as well as which project it belongs to. Orders can be quickly and easily invoiced directly from the order view where you see whether it is ready for invoicing. You can also see open or closed orders from the various tabs.
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Orders planned with the module Order planning are distributed to the technician’s mobile.affing matteThe technician can then see what is next on the schedule.
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With push notifications on the smart phone, the technician learns that he has been assigned a new task.
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Time and resources are registered on the order as they are used, and the customer can be invoiced directly.
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Say goodbye to lots of messy bits of paper and tedious administration.
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App provides mobility and efficiency
Invoicing
Invoicing is simplified when using the integration with orders and order planning as all available information can be found in one place—material, time and projects. While you are creating the invoice, you can easily include any potential attachments, from checklists to be included with execution of orders, or images, etc. If you use the project central for project management, the project is updated with information from orders/order planning and invoicing, which provides a quick overview of individual projects and their status. The Invoicing module can be used separately or it can be integrated with other modules in the system.
Reefurbishment tax deduction (ROT)
If you are a carpenter or other craftsperson and work with the renovation tax deduction (ROT), this information is saved and when the customer has paid the invoice, you can easily apply to the tax authorities for the deduction.
Order Management
Order management
Orders are set up easily, and a cursory list shows clearly which customer the order refers to, the status of the order, any potential partial invoicing, as well as which project it belongs to. Orders can be quickly and easily invoiced directly from the order view where you see whether it is ready for invoicing. You can also see open or closed orders from the various tabs.
Order planning
SoftOne Order planning gives you more control over the order flow and optimizes your organization.
The actual planning is a graphical tool in which much of the work of planning and rescheduling is done via dragging and dropping work shifts for people and days. The calendar provides an overview of ongoing and upcoming tasks, when they need to be performed, and by whom.
You can assign skill requirements to different work shifts and different parts of the organization. When a shift is assigned to an employee, it will immediately become apparent if a particular competency is lacking.
Employees manage their own part of planning on their smart phones via our app SoftOne Mobile.
Orders and invoicing
Orders are set up easily, and a cursory list shows clearly which customer the order refers to, the status of the order, any potential partial invoicing, as well as which project it belongs to. Orders can be quickly and easily invoiced directly from the order view where you see whether it is ready for invoicing. You can also see open or closed orders from the various tabs.
Sales
Order and Invoicing, Orderplanning and Order management
Project management
Project Central, Reports and statistics,
Logistics
Storage facilities, Inventory, Made-to-stock sales orders, Returns management, etc
Economy
Accounting, Customer and supplier ledgers, electronic invoice management, inventories, etc.
SoftOne GO HR System
HR Management, Workforce management, Time sheets, Payroll, etc.
Price lists
Tradespeople have a lot to gain from integration with wholesalers. They have all their wholesalers’ pricelists and discounts in the system, which means they always get the right price automatically. When material is picked up from the wholesaler, that too is automatically entered into SoftOne as order lines, which means invoicing is quicker and safer. The overview makes it possible to make fact-based decisions regarding purchases.
CONTACT
Telephone : +46771-55 69 00
E-post: salj@softone.se
Demos and consultations
Feel free to contact us for a free demo and consultation.
