Perfect overview of company orders and their implementation process. The Contracts module makes it easy to keep track of deadlines, control tasks and work done. Within the module it is possible to clearly record any changes related to the implementation of the contract.
Register all company orders with number, name, sub-order and detailed description. The system automatically generates order numbers based on a configurable prefix and allows you to assign customers directly from the CRM. Color-coded priorities give you an instant overview of urgency across all orders.
Track quoted price, agreed price, invoiced amount and gross profit for every order. Automatic linking with issued invoices ensures an up-to-date billing overview. A complete breakdown of costs and revenues includes received invoices, cash documents and warehouse dispatches.
Assign an order manager, contract guarantor and quotation author to every order. Define the full responsible team with clear role distribution. Access rights management for editing individual orders by user role ensures data security.
Monitor assignment and completion deadlines with automatic notifications. Manage the entire order lifecycle from acceptance to closure with special permissions for closing orders. Filter orders by status, priority, customer or time period.
Import orders from Pohoda XLSX files and start working with existing data immediately. Export summaries to Excel for further analysis. Print production routing sheets for workshops and order overviews for management meetings.