Order and rental taking is the central part of many businesses
Order taking is the central part of many businesses, and we know how complex it can get, each store has their own rules, fees, services, price types, delivery options, etc. No order is equal to the last one and you need a software that can adapt to all situations and configurations that may arise.
- You need a price table for a product depending on 5 different variables? Done
- You need to establish a way to contact the customer on each order? Done
- You want to print a ticket with the specific terms of the order? Done
- You want to search for a customer and the machines registered to him? Done
- You need to set an automatic promise date? Done
- You have many stores and sometimes you want to easily move your orders between them? Done
- You want to set price caps? Warranties? Free services? Done, done, done.
We offer a wide variety of services, you can check some of them in this robust list
Pricing
- Types: Caps, warranties, free of charge and normal charge.
- Configuration types: depending on size, material, color, length, time, segments, discounts and custom bundles.
- Extra pricing: shipping cost, credit card and taxes.
Status
- Note taking on each order status change
- Security roles that prevent non authorized personnel from changing status.
- Store to service center order manipulation and back.
- Barcodes per order that allows order updating while receiving or delivering.
Checklists
- Be sure that everything is checked before finishing orders.
- Identify the defective parts (with photos) and assign replacements.
- Replacement parts can directly be ordered to your vendors.
- Avoid human error by automatically blocking the status change if something is missing.
Machines
- Select a machine for each order, customers have their own machines assigned and can choose from their personal list.
- Keep track of all the main characteristics of each machine and the track record of services.
- Watch for warranty claims for each machine.
Customer communication
- Preferred contact method.
- Text messages configurations.
- Email messages templates and preferences.
Pricing
- Types: Caps, warranties, free of charge and normal charge.
- Configuration types: depending on size, material, color, length, time, segments, discounts and custom bundles.
- Extra pricing: shipping cost, credit card and taxes.
Status
- Note taking on each order status change
- Security roles that prevent non authorized personnel from changing status.
- Store to service center order manipulation and back.
- Barcodes per order that allows order updating while receiving or delivering.
Checklists
- Be sure that everything is checked before finishing orders.
- Identify the defective parts (with photos) and assign replacements.
- Replacement parts can directly be ordered to your vendors.
- Avoid human error by automatically blocking the status change if something is missing.
Machines
- Select a machine for each order, customers have their own machines assigned and can choose from their personal list.
- Keep track of all the main characteristics of each machine and the track record of services.
- Watch for warranty claims for each machine.
Customer communication
- Preferred contact method.
- Text messages configurations.
- Email messages templates and preferences.
Order management
Our platform has extensive order management functionality, which sets us apart from all other WordPress plugins. Built-in automation and a long list of frequently used features make your customer service representatives efficient, saving you both time and money. Take orders from anywhere and with any currency, and manage it in ONE location.
Order processing
Order processing in a way that fits your business; get an order processing page just for you, where multiple service representatives can simultaneously manage the order processing pages, plus enter orders during incoming phone calls using the shopping cart checkout screen.
Customer and order history
No matter which channel the order originated from, all of your customer information is stored securely in one location, allowing you to view detailed customer and order history.
Order processing page
Process credit cards manually offline, or within your account system. Offer custom payment methods, such as checks and money orders. (net 30 invoices and wire transfers)
Partial order shipping
Ship a single order in multiple shipments, keeping track of all shipping data. Multiple tracking numbers, multiple shipping statuses for each shipment, and which products are in each shipment. All tracked under one order.
Rental management
Manage and coordinate your rental business easily, never lose one of your machines again! With our software you can take rental orders instantly at the store or at the web page with the two systems working in unison and being able to tell you what vehicles/machines are available, where and in what condition. All this information coming at you right in the moment you need it.
Cynch! Empowers your rental business and takes it to the next level. Stop worrying about coordinating inventory, finding machines, searching for availability, and focus on what really matters: renting more.
All of this rental features plus all the order management features that we offer.
Want to know more?