Welcome to Orders Management Guide! This guide will provide you with an overview of the Orders Management system in Sanka and walk you through its key features, helping you streamline your order fulfillment process.
Managing orders efficiently is crucial for any business, and with Sanka’s comprehensive solution, you can automate, track, and manage every step of the order cycle—from estimates to final receipts.
What is Orders Management in Sanka?
Orders Management in Sanka is a powerful solution designed to help businesses handle the complete order lifecycle.
This includes creating, processing, and tracking orders, as well as managing related tasks like billing, invoicing, and delivery.
The system is built to integrate seamlessly with your existing operations, ensuring that you can manage everything from customer orders to recurring subscriptions, delivery notes, and financial documents.
With Sanka, you can manage:
- Orders – Track customer purchases from creation to completion.
- Subscriptions – Automate recurring payments for long-term customers.
- Estimates – Provide quotes for services or products before confirming orders.
- Delivery Notes – Record the goods delivered to customers.
- Invoices – Generate billing documents for completed orders.
- Receipts – Acknowledge payments from customers.
- Slips – Create transactional documents, such as payment slips.
Key Objects in Orders Management
1. Orders
Orders are the foundation of the Orders Management system, representing customer purchases of products or services.
Orders contain all the details necessary to fulfill customer demands and can be linked to other objects like invoices or receipts.
Key Features:
- Order Details: Contains essential information such as order ID, customer details, product or item ordered, quantity, and pricing.
- Order Status: Track order stages from draft, pending, confirmed, shipped, to completed.
- Integrate with Invoices: Seamlessly convert orders into invoices for streamlined billing.
Usage:
Orders are the central point for managing customer transactions. With Sanka’s system, you can handle large volumes of orders with ease and ensure that each step is accounted for accurately.
2. Subscriptions
Subscriptions refer to recurring billing agreements for items provided to customers on a regular basis (monthly, quarterly, yearly, etc.).
Sanka supports managing subscriptions efficiently to automate repetitive billing.
Key Features:
- Recurring Billing: Set up automated billing cycles for long-term customer relationships.
- Subscription Plans: Create and manage different pricing plans for various subscription tiers.
- Renewal Management: Track upcoming subscription renewals and provide alerts for renewals or cancellations.
Usage:
Subscriptions help businesses with regular billing needs, such as software services or membership programs, ensuring that customers are charged correctly and consistently over the life of the subscription.
3. Estimates
Estimates are preliminary quotes provided to customers, outlining the expected cost of a product or item.
Key Features:
- Estimate Creation: Generate clear and professional estimates with detailed pricing breakdowns.
- Estimate Status: Track customer responses to estimates, including draft, sent, scheduled, or paid.
Usage:
Estimates are an essential tool for businesses in managing price discussions with clients.
Sanka allows you to create and track estimates efficiently, helping build trust with clients by offering clear cost projections before finalizing deals.
4. Delivery Notes
Delivery Notes are documents that accompany shipped goods, confirming what items were delivered to the customer.
They serve as proof of delivery and help reconcile delivered items with the original order.
Key Features:
- Delivery Information: Lists the items delivered, along with quantities, pricing, and issuing dates.
- Confirmation: Customers can confirm or acknowledge receipt of the items, providing a paper trail for both parties.
Usage:
Delivery notes provide transparency in the fulfillment process, ensuring that the products or items shipped match the customer's order.
Sanka simplifies this by allowing you to create delivery notes that sync with existing orders.
5. Invoices
Invoices are official requests for payment, issued after goods or services have been delivered. They summarize what was purchased and the total amount due.
Key Features:
- Invoice Creation: Automatically generate invoices from completed orders or subscriptions.
- Payment Terms: Specify payment due dates and any applicable terms or discounts.
- Automated Reminders: Send automated reminders to customers for overdue payments.
Usage:
Invoices are crucial for securing payment from customers. Sanka's invoicing system ensures that you have a clear, professional method for billing customers and keeping track of what payments are due or outstanding.
6. Receipts
Receipts are confirmations of payment received from customers. They acknowledge that the payment for an order or service has been made in full or in part.
Key Features:
- Detailed Breakdown: Provide a full breakdown of what the payment covers, including any applied discounts or taxes.
- Integration with Orders: Link receipts directly to the corresponding ordersfor complete payment tracking.
Usage:
Receipts help provide transparency and documentation for completed transactions. Sanka allows you to issue receipts quickly and accurately, improving your financial records and building trust with customers.
7. Slips
Slips refer to various types of transactional documents, such as packing slips or payment slips, which serve as records of specific actions taken within the billing and fulfillment processes.
Key Features:
- Document Types: Create various slips (sales slips, withdraw slips, deposit slips, transfer slips, and delivery slips) to accompany deliveries or payments.
- Linked to Orders: Slips can be linked to orders, helping to maintain an easy and thorough tracking.
- Customizable: Customize slip formats to suit your business requirements.
Usage:
Slips provide an additional layer of documentation for specific payment actions.
Sanka ensures that all slips are systematically managed and linked to relevant orders or transactions for easy tracking.
How to Get Started
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Log into Sanka:
Visit Sanka and log in to your account to begin managing your billing.
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Create Orders:
Start by navigating to the Orders object to create new customer orders for products or services.
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Manage Subscriptions:
If you offer recurring services, head to the Subscriptions object to set up and manage customer subscriptions.
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Issue Invoices:
Once orders are fulfilled, generate invoices under the Invoices object and send them to customers for payment.
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Track Payments:
Use the Receipts object to confirm and record payments, ensuring you have a clear trail of all financial transactions.
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Generate Slips:
Whether it's a sales slip or delivery slip, use the Slips object to manage important transactional documents.
Advanced Features
- Automated Workflows: Sanka offers the ability to automate routine billing tasks such as invoicing and payment reminders, reducing administrative overhead.
- Integration with Payment Gateways: Sanka integrates with multiple payment gateways to ensure seamless processing of online payments.
- Reporting and Analytics: Get insights into billing performance with real-time reporting, tracking key metrics such as outstanding payments, revenue, and customer orders.
Next Step
Sanka’s Orders Management system provides a comprehensive solution for handling all aspects of your order lifecycle.
Start create your order now and explore the advantageous features.
From estimates and subscriptions to invoices and delivery notes, the platform ensures that your business operations run smoothly and efficiently.
For further assistance or to explore additional features, visit our help center or reach out to our support team!
