Available features
- enter an order or import it from another system;
- record the customer, addresses, contact and payment terms;
- add articles, variants, quantities, prices, taxes and discounts;
- track the order through a process adapted to your organization;
- check availability and stock picking;
- launch and track the required manufacturing orders;
- generate a quote or sales order confirmation; and
- find the shipments and invoices linked to the order.
Sales lifecycle
1
Enter the order
Add the customer details and ordered lines. Bonx calculates totals from prices, taxes and discounts.
2
Prepare the order
Assign the sales process, review stock requirements and launch the required manufacturing orders.
3
Ship the products
Shipments use the order lines and quantities to track what remains to be delivered.
4
Invoice the customer
Create an invoice for the full order, shipped products, a deposit or the balance.
Steps, operations and automations depend on the process configured in your Bonx workspace.
Browse the guides
Manage a sales order
Create the order, complete its lines and track its preparation.
Import an order through the API
Create an order in Bonx from a storefront or external ERP.
Issue invoices
Invoice an order, shipped products, a deposit or a balance.