Customer Order Management

Enhance your sales workflow with this Customer Order Management template. Efficiently manage customer orders and information, track order processes, generate automated transaction reports, and summarize both personal and team orders with weekly order summaries. Receive timely email notifications for completed orders, streamline order entry, and improve overall order workflow efficiency. Perfect for sales teams, project managers, and businesses handling customized products.

Customer Order Management

Enhance your sales workflow with this Customer Order Management template. Efficiently manage customer orders and information, track order processes, generate automated transaction reports, and summarize both personal and team orders with weekly order summaries. Receive timely email notifications for completed orders, streamline order entry, and improve overall order workflow efficiency. Perfect for sales teams, project managers, and businesses handling customized products.

Overview

💡 Why Use Customer Order Management

For teams that need to manually enter highly customized product orders, traditional methods are not only inefficient but also prone to errors. The customer order management template is specifically designed to handle the sales processes for highly customized products. Through automated email notifications regarding order status, weekly summaries of individual and team sales orders, and report generation, it helps sales teams reduce manual entry errors, efficiently track customer orders, and uniformly manage contracts and product information. With no complex configuration required, it allows for automatic confirmation emails to be sent after order entry and generates individual and team sales reports every Friday, making the sales process smoother and more worry-free.

👉 How the Template Works

1. Automation:

   • Email Notifications for Completed Orders: When a new customer order is entered, purchase details will be sent to the corresponding customer's email and the sales follow-up person's email.
   • Weekly Personal Order Summary: An automated personal sales report is generated every Friday at 6 PM and sent to the respective sales follow-up person.
   • Weekly Team Order Summary: An automated team sales report is generated every Friday at 6 PM and sent to the respective team leader.

2. Order Entry Form: The entered information will be automatically summarized in the contract order table.

3. Contract Order: Manages detailed information about all sales contracts, including contract details, amounts, payment methods, purchase duration, and sales follow-up person.

4. Customer Information: Records basic information about cooperating customers, including contact details and historical transaction data.

5. Product Details: Registers basic information about existing products, such as version name, duration, unit price, and details about customers who purchased the product.

🎯 Steps to Use

1. Enter the basic customer information in the Customer Information.

   

2. Add basic product information in the Product Details Sheet.

   

3. Email notifications for completed orders: When a new record is created in the contract order form or the order entry form, a purchase detail will be automatically generated and sent to the corresponding customer’s email and the sales follow-up person's email.

   • Turn on automation.

   

   • Enter a new record in the Contract Order Table or Order Entry Form. Refer to step 4 for details.
   • The corresponding email will receive a message like this, indicating that the automation has been successfully configured.

   

4. New order information can be directly added in the Contract Order Table or filled out in the Order Entry Form based on the customer’s actual situation. Filling out the form will trigger the Email Notifications for Completed Orders automation.

   

   

5. Weekly Personal Order Summary: Automation is set to trigger every Friday at 6 PM, and the system will automatically generate a personalized sales report for 【Sales Follow-up Person】.

   • Turn on automation.

   • Click "Run Now" to test the automation; 【Sales Follow-up Person】 will receiving a summary report indicates successful configuration.

   

   

6. Weekly Team Order Summary: Automation is set to trigger every Friday at 6 PM, and the system will automatically generate a team sales report for the designated member.

   • First, configure the member roles and select the corresponding member.

   

   • Click "Run Now" to test the automation; receiving a summary report indicates successful configuration.

   

   

👉 Suitable Users

This template is particularly suitable for companies that require manual order entry, manufacturers that provide highly customized products, and businesses that sell non-SaaS or privatized SaaS versions, such as Sales NV1. Regardless of your industry, this template can help you enhance order management efficiency.

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