Order processing

For process optimization in the commercial area

Reckon with everything that is relevant

FactWork supports your commercial processes, from generation of the quotation through to settling accounts, and thereby establishes efficient process sequences with the processing of your orders.

Precise calculation made easy

Right from the calculation of your quotations, with FactWork you have every option available to you - from price determination on the basis of quotation parts lists (SET article) to free items. It is naturally also possible to consider any special conditions. Furthermore, the connection of Excel calculations and quotation tracking are also possible.

Professional article management

With article maintenance it is possible to create articles and parts lists with an unlimited hierarchy depth and assign customer-specific article numbers and article characteristics for arbitrary technical features. The connection of external article masters is also possible, as well as cross-client article synchronisation.

Efficient administration of general agreements and invoicing

The “order processing” module ensures simple and efficient administration of general agreements, as well as partial, final and collective invoices.

Optimum preparation for the accounts department

Transfer to the accounts department takes place directly from FactWork on the basis of stored revenue and expenditure accounts, cost centres and cost carriers. The credit limit check – based on open orders, delivery notes and invoices - offers a welcome early warning system. As an alternative to an internal accounts department, the system also offers the administration of open entries including reminder management and the creation of payment proposals.

Advantages and features at a glance

  • Efficient process sequences.
  • Precise calculations.
  • Reliable price determination.
  • Consideration of special conditions.
  • Optional connection of Excel calculations.
  • Quotation tracking.
  • Parts lists with an unlimited hierarchy depth.
  • Assignment of customer-specific article numbers.
  • Article characteristics for arbitrary technical properties.
  • Connection of external article masters.
  • Cross-client article synchronisation.
  • Easy and efficient administration of general contracts.
  • Direct transfer of financial bookkeeping from FactWork.
  • Early warning system with a credit limit.
  • Administration of open entries including reminder management.

Associated topics

CRM

Project management


Download (German language)

You will find further information in our product brochure.

FactWork brochure (German language)

Contact us

Let's talk about the software solution for your company! Your FactWork contacts are looking forward to meeting you.

Your contact

Albert Graf, FactWork sales