Create Quotes and Orders
Convert quotes to orders, copy a quote, and copy orders, all with a single click. Ship and Invoice orders. Print customer invoices, packing slips, or quote confirmations. Permissions to allow quoting, ordering, shipping, and invoicing are all possible on a system-wide basis.
Quotes and Orders Search
Search for quotes and orders by customer number, order/quote number, CSR, REF#, PO#, and Warehouse.
Optional Margin Calculator
The OrderDesk Margin price calculator provides a mechanism to allow overriding unit prices and adjust margins on line items to trigger price calculations. Given a Quantity, Unit Price, Cost, and Margin %, Order Desk will recalculate the price of an item.
Billing/Shipping Addresses
Add new ship-to locations and update existing billing and shipping addresses with ease. Disable the ability to edit the billing address or shipping addresses, or both.
ConligoPay Payments
Pre-pay or authorization on orders with integrated ConligoPay payment processing for Sage 300.
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