Order Management

Full order life cycle management from quote to invoice.
Configurable Workflow

The Orders app supports the configuration of customizable and automated order processing flows. Configure order progression; user roles involved in order processing; notification options for sending emails and SMS; and task completion and condition rules. Specify conditions for fund capture; invoice generation; release to fulfillment; and much more.

Quotes

Create multiple versions of a quote; track quote status; and communicate with customizable quote templates. Easily convert accepted quotes into orders with a seamless user experience.

Walk-in & Pick-up

Easily create and process walk-in and pick-up orders across multiple locations.

Shopping Cart

The shopping cart replicates the online shopping experience. Conveniently browse catalogs, select products and services, and finally checkout.

Pricing

Control item pricing with features such as multiple currencies; customer-specific pricing; promotional pricing; and structural quantity discounts.

Charges

Easily add charges to shopping cart or preconfigure charges to be associated with certain products/services; payment methods such as credit cards; or payment terms such as scheduled payments.

Multi-location

Handle multi-location shipping needs within one order. Different shipping methods are available for each location with a simple drop-down. Add additional delivery locations within the shopping cart.

Add-Ons

Add Add-On products and services to cart alongside main services.

Shipping

Easily create and select from different shipping methods to meet all your business needs. You can define shipping methods by product size; location; currency; and shipping category.

Taxes

Taxes are automatically calculated and displayed in a full taxation breakdown on the shopping cart summary page. You can configure taxes to be either destination based or point-of-sale based. You can associate sale items with certain tax categories (such as tax exemptions) so that only the appropriate taxes are applied, covering all your taxation needs.

Payment Terms

Easily choose payment terms and methods for orders before checkout. The Orders app supports the flexibility of deposit payments or scheduled payments based on sales or delivery dates.

Order Cancellation

Capture cancellation type and reason for future analysis. Option to automatically refund orders is also available.

Amazon Seller Central Marketplace Integration

With Amazon Seller Central integration, seamlessly import Amazon Fulfilled Network (AFN) and Merchant Fulfilled Network (MFN) orders to Kloudville. Fulfill MFN orders within Kloudville and update Amazon Seller Central with tracking numbers. Also sync all cancelled orders, refunds and returns.

Interactions

Create, view and keep track of all interactions with your customers, such as comments and emails, in one location. This feature allows interaction details to be accessed by relevant people in your company. Easy-to-use templates for standard communication responses to customers are readily available from the intuitive interactions screen.

Notes

Create and view notes for each order, with relevant documents/attachments, centralizing customer information and making it easier to share across your organization. For each note, you can restrict access to selected users and specify whether the customer can see it. Notes can be archived instead of deleted, ensuring no information is lost. Notes can be archived instead of deleted, ensuring no information is lost.

RMAs

The RMA process is streamlined and quickly accessible through the Orders app. Easily process full and partial exchanges/refunds meeting warranty and refund policy guidelines.

Notifications

Automatically send emails to customers and internal users, updating them on order progress. Notifications can be manually resent as needed. Easily customize notification templates to suit your company’s needs.

To-Do’s

Create and manage context aware to-dos and set reminders that automatically navigate to the order when the user is reminded of an order task. Update and track the progress status of each to-do. Update and track the progress status of each to-do. This feature allows users to save time and stay organized.

Tasks

Manage order resolution with automated or manual task assignment. Track order progress for all completed and active tasks.

Search/Filters

Quickly search and find required orders and quotes. Use powerful filtering to quickly narrow down required information. Easily sort the listed orders and quotes by dates and totals. Save your favourite searches for quick access in the future.

Import/Export

Effortlessly import and export order information, easily syncing with other systems.

Analytics

Make informed decisions with continually up-to-date order analytics. The Orders App provides out-of-the-box statistics by revenue; product/service type; order source; and more.

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