Order Management & Invoicing
From Field Order To Invoice And After-Sales
End-to-end order management with barcode and serial number tracking, integrated with CRM and Service so every order’s journey is visible.
- Works with every Effezient module
- Android & iOS apps
- Pay only for active users
Trusted by growing businesses across India since 2014
Sound familiar?
The Problems Order Management & Invoicing Solves
Orders re-typed
Field orders arrive by phone or photo and are keyed in again.
Serial numbers on paper
Nobody can tell which unit went to which customer when service is needed.
Sales, orders and service apart
Each team sees only its own part of the customer’s journey.
Features
Everything In Order Management & Invoicing
Orders from the field
Reps place orders during the visit from the mobile app.
End-to-end order management
From order to dispatch and invoice in one flow.
Barcode & serial tracking
Track every unit by barcode and serial number.
Invoicing
Create and send invoices straight from the order.
CRM integration
Orders sit on the customer record with every visit and deal.
After-sales ready
Serials connect to warranty and service calls later.
Effezient Pro mobile app
Orders From The Field, Live On Mobile
Reps place orders during visits from the app, and managers follow visits and results on their own dashboard.
Automated for you
What Happens Without Anyone Lifting A Finger
- Field orders reach the back office without re-entry
- Serial numbers carry through to warranty and service calls
- The customer record updates with every order and invoice
- Online payments are supported through Razorpay
Where it sits in the connected flow
Works best with
Connect It To The Rest Of Your Business
FAQ
Order Management & Invoicing Questions
Can orders come straight from the field?
Yes. Reps place orders in the mobile app during the visit, and the order flows into order management without re-typing.
Do you track serial numbers?
Yes. Barcode and serial number tracking follows each unit from order through to warranty and service.
Can customers pay online?
Effezient integrates with Razorpay for online payments.