Experience the Benefits of a Sales Order Management System for Insurance Industry

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when it comes to sales order processing companies will benefit from a software that offers its users powerful oversight improve performance standards and a detailed audit trail at the click of a button with an array of searching capabilities to get you to your destination business provides filters at the sales order management page ranging from but certainly not limited to order type sales rep items even only showing orders on auto pay and so much more it's like a library before your orders and you can decide how you like to view them and save those searches for later use with business creating a sales order will inherently connect users to various portions of the system the beauty in this is that they connect and are therefore affected by the other actions to better explain this imagine we have created a sales order once we select the type of order we are creating we need to choose a customer it's at this point that we can grasp some insight into their account while still remaining on the sales order page users can hover over the customers name and see some options one in particular is the AR summary button conveniently appearing as a pop-up window users will have the ability to view this accounts recent transactions any total information such as open balance total credit and recurring invoice and so forth as well as have the capability to click into any of the listed transactions to get a deeper look at them even more so one can simply hit view all transactions and be whisked into the AR tab of said customer there are many ways as to why this is useful and therefore beneficial to have at your disposal on the order level just the convenience of being able to view it without having to leave the sales order page is the benefit in itself another option we have set at our disposal on the sales order page is the inclusion of alert notes ever need to highlight a significant detail for a customer that your office personnel should be aware of before sending out an order for approval with business we can't have these alert notes created at the customer level under set alert message so the next time you place that customer into an order this message will appear underneath it's pretty convenient isn't it it also shows underneath your AR summary tab as well last but not least make sure that your users are always connected to certain orders by way of assignments this is a great way to keep tabs on those individuals who play a specific role in relation to that order in a way you can pretty much manage a project right from the sales order it's that well connected