For Businesses with Inventory Management
Companies with Inventory Management integrated into CiPert’s Order Management system gain access to comprehensive functionality, including:
For Businesses without Inventory Management
Even without inventory licensing, CiPert’s Order Management empowers your business to:
Streamlined Non-Stock Item Handling
CiPert’s Order Management System efficiently handles orders for non-stock items, including services or products that are not physically stored in your inventory. Whether you offer digital goods or drop-shipped items, you can manage the entire order process seamlessly, ensuring customer satisfaction without the need for physical stock.
Efficient Stock Item Sales
Take full control over sales orders for inventory items with a robust, real-time tracking system. CiPert ensures accurate inventory levels are always up-to-date, reducing the chance of overselling and improving fulfillment times. Manage everything from stock availability to order shipping in a single integrated platform, making it easier to process orders faster and more reliably.
Smart Product Suggestions
Boost sales by offering smart, automated product recommendations at the right time. Based on customer behavior, previous purchases, and trends, CiPert’s system suggests complementary or related products during the order process. This increases upselling opportunities and enhances customer satisfaction by offering tailored solutions.
Customizable Item Details
Define your products, services, and items with complete flexibility. CiPert allows you to categorize and describe each item based on your unique business needs, including unit of measure, packaging type, or special handling instructions. Customizable item details make it easier to track, organize, and process orders with clear and accurate product data.
Automated Procurement Requests
Automate the process of creating purchase requisitions based on real-time inventory levels and sales orders. CiPert’s automated procurement system ensures that orders for items are only placed when necessary, preventing overstocking and keeping your supply chain lean. This reduces the workload on your team and ensures that inventory stays aligned with actual demand.
Flexible Approval Workflows
With CiPert’s multi-level approval workflows, you can customize how orders and requisitions are approved based on your organization’s requirements. Whether it’s a manager’s approval, financial checks, or a cross-department review, this feature ensures that the right people review and approve critical transactions. It enhances control and compliance within your order management process.
Vendor Performance Insights
CiPert’s system allows you to evaluate vendor performance across various metrics such as lead times, order accuracy, and pricing. This analysis helps you select the best vendors for your needs and negotiate better terms, leading to cost savings and improved service levels. Make data-driven decisions for your supply chain based on historical performance rather than intuition.
Recurring Order Management
Simplify and automate the management of recurring orders with blanket order functionality. Perfect for businesses with long-term contracts or customers who place repeat orders, this feature ensures that your orders are processed on time without manual intervention. It reduces administrative burden, ensures timely deliveries, and maintains consistent revenue streams.
Comprehensive Cost Tracking
Accurately calculate all costs associated with an order, including shipping, customs duties, and handling fees, with CiPert’s landed cost functionality. You can track these additional costs as part of the total product cost, giving you a clearer picture of profitability and ensuring accurate pricing for both customers and suppliers.
Seamless Returns Handling
Manage returns smoothly with CiPert’s returns management system. From generating return authorizations to processing refunds and replacements, CiPert streamlines the entire process. It ensures that returns are handled efficiently, inventory is updated automatically, and your team is alerted about necessary actions. This helps improve customer satisfaction and reduces administrative overhead.
Simplified Billing Integration
CiPert allows you to consolidate multiple invoices into a single, streamlined billing document. This feature is especially useful for customers with multiple orders or ongoing relationships, as it reduces confusion, improves cash flow management, and saves administrative time. Simplifying billing helps maintain a positive relationship with customers while reducing paperwork.
Cross-Entity Order Coordination
Coordinate orders and transactions across multiple branches or divisions of your company with CiPert’s cross-company transaction feature. Whether you have a decentralized business or operate multiple locations, this feature ensures that orders, stock, and financial data are synchronized across the entire organization, reducing errors and improving operational efficiency.
Sales and Marketing Synergy
CiPert integrates seamlessly with CRM and marketing tools to enhance your sales efforts. By combining order management with customer relationship management, your sales team can track customer preferences, offer targeted promotions, and follow up on orders. This integrated approach provides a unified view of your customers, boosting sales opportunities and improving customer retention.
Transparent Activity Logs
Maintain full transparency and accountability with detailed audit trails for all order management activities. CiPert records every change, approval, and update made to an order, providing a comprehensive history for future reference. This feature helps ensure compliance with internal policies and external regulations, while offering visibility into order processing for stakeholders.
Quick Access Side Panels
Gain instant access to critical information and perform related tasks without leaving the page you’re working on. CiPert’s side panels allow you to view order status, customer details, inventory levels, and other essential data right alongside your order management screen. This feature enhances efficiency and ensures that your team has all the relevant information at their fingertips.
Personalized Role-Based Dashboards
CiPert’s order management system offers personalized dashboards tailored to the specific needs of different roles in your business. Whether you’re a sales manager, inventory specialist, or finance officer, each user can access the data they need to make informed decisions. Role-based dashboards provide real-time visibility into key metrics and performance indicators.
Insightful Reporting and Analytics
Generate comprehensive reports that analyze your order management processes, customer behavior, and financial performance. CiPert offers drill-down functionality so you can go deeper into your data to uncover trends, identify bottlenecks, and make data-driven decisions. This feature helps you optimize your operations and improve business outcomes based on real-time insights.
Address
CiPert Inc
2451 W GRAPEVINE MILLS CIR
GRAPEVINE, TX 76051
info@cipert.com
Phone
408.418.5219