Your company’s vitality is dependent on the health of your sales. With robust sales management features that simplify sales orders and streamline your sales process, O-tomate ensures you have all the information you need to increase sales revenue.

Sales Order Processing Can Be Tailored
to Fit Your Needs With Features Like:
  • Order approval
  • Pre-billing
  • Unlimited source categories
  • Multiple sales reps per order or invoice
  • Unlimited price levels
  • Inventory, non-stock, and service items included on same order
  • Unlimited sales quote/order/invoice re-printing capability
  • Unlimited partial order fulfillment
Time Saving Sales Order Processing
Features Include:
  • QuickAdd™ item entry
  • Automatic item pricing based upon customer price level
  • Full inventory quantity status (on order, on hand, allocated) and cost information displayed on quote/order/invoice item entry window
  • Instant order fulfillment
  • Automatic packing slip creation and printing from order fulfillment
  • Automatic sales invoice creation and printing from order fulfillment
  • Sales orders and invoices can be copied for quicker processing
Sales Processes Include
These Time Saving Features:
  • Unlimited number of contacts for each customer or prospect helps you manage critical revenue generating relationships
  • Save time with our one step prospect to customer conversion process
  • Our unlimited number of customer ship to locations allows you to easily designate shipping address information. Separate default sales tax codes can be created for each ship to location.
  • Quick Quote process with its QuickCopy™ feature, permanent quote history, and automatic conversion of quotes to orders saves time and decreases processing errors.
  • Increase sales revenue by combining our automatic quantity discounting and multiple unit of measure sales features.
  • Easily offer your customer discounts by line item or on full orders or invoices.
  • Manage your accounts receivable more effectively with automatic “Order exceeds customer credit limit” and “Customer on Hold” warnings
  • Accurately bill contract-related sales and track equipment and contract profitability with sales order/invoice line item linking to equipment and service contracts
  • Simplify your order picking process with single or multiple order Picking Lists, sorted geographically by bin
Contact Management
  • Unlimited contacts for prospects, customers, vendors, billing contracts, and contacts associated with equipment
  • Allows contacts to have multiple addresses and other contact information associated with them
  • Provide snapshot view of customer/ prospect activity history
  • Allows unlimited user defined contact types (i.e. phone follow-up, new business call, quote, send letter, call back, etc.)
  • Provides tickler reminder for upcoming tasks
  • Provides ability to link other data such as invoices or purchase orders to an activity
  • O-tomate can launch Microsoft Word® from within the application to do Mail Merges to customers and prospects
  • Utilizes standard Windows print drivers, faxing and e-mail programs

sales management True Windows® functionality allows you to resize, adjust, minimize, maximize, cascade, and tile windows

sales management 2 Navigate with intuitive tool bars based on the natural flow of your business

sales management 3 Complete online help system

sales management 4 Easily view technician’s location, service calls, and routes