Orders Module

Placing orders has never been so easy

The order completion phase is a crucial moment in the sales process and must be quick, simple and versatile. The Order Module has been developed to fully meet these needs.

You need just a few taps to add products to the cart, sign the order and send it to the company. The entire purchase process is fully configurable: from the sales model, discount management, new customer insertion to the payment methods, shipping costs, delivery addresses, after-sales management and much more.

Cart

While you browse the catalog, you need just one tap to add items to your cart. You can select the customer, the shipping address and finalize the order in few moments. You can also remove quantities or choose them directly from the catalog. The total order is always visible in the menu on the left, and if you want, you can hide it at any time.

Synaptico, in the order process, works for you applying automatically the customer’s commercial conditions, its list, prices and reserved discounts. By entering the cart, you can act on all the parameters of the lines: the discount awarded by the agent, the quantity purchased, the free quantity, the line notes and even the price. All these possibilities are customizable not only for the entire app, but also on the individual product in a specific list. You can also define the maximum discount applicable by the agent on each individual item, in each list. You can also define the maximum discount applicable by the agent on each individual item, in each list. To make the management of the discounts easier, you can apply the same discount to all items in an instant, thanks to the global discount feature.

Cart overview

Line notes

Change price

Global discount

The Payment screen allows you to enter header notes, view terms and conditions of sale, and above all to select the method of payment. . It’s possible to assign a specific payment method, to each customer, or configure a list where the agent can make a choice between various methods. It is also possible to associate each payment method with an additional discount, which can be applied in the header to the total order or distributed line by line. In the last screen, the agent can configure all the parameters related to the delivery of the order: shipping costs, fast shipment, delivery date, destination, sending a copy of the order to the customer and signing. The transport costs can be configured in different ways: per customer or per agent, for ranges of total taxable amount or gross and with minimum or fixed percentage value. To ensure maximum control, in each screen you can always consult the list of items in your cart.

Payment

Complete order

Quick order

Quick order is a powerful feature of the Orders Module which allows you to buy all items resulting from a search, with the same quantity. The procedure is not limited to adding items to cart, but provides a check line by line of sales conditions, such as: sales unit, minimum and multiples of sale, availability, quantity-price ranges and any other parameter that may affect the purchase of each item in a given list. The quantity proposed is automatically aligned and any change is reported in the cart. Watch the video!

Digital signature

Before finalizing the order, the customer can sign directly on the device using a common touch screen pen. The signature, together with the full name of the customer, represents an official confirmation of the order, and can be printed in PDF and Excel files of the orders. In addition, the digital signature can be used to sign real contracts, in combination with the purpose of order. It is possible to define specific cases in which the customer must accept and sign a contract. For each of these, Synaptico allows you to establish a contract that is automatically processed with the customer’s data and shown at the time of signature. Then you can manage other types of order, such as the loan contract of use or rental.

Order sign

Signed order

Order reason selection

Loan order

Order archive

The "My orders" section includes the archive of all orders placed, and organized in chronological order by month. This section provides quick access to relevant information such as: customer, date, status and amount. The search function allows you to easily reach any order, by clicking you can access to the detail screen with all the associated information: amounts, commercial conditions, payment methods, signature, notes and articles. You can browse the orders as if it were a book.
The archive is also available in article views mode, which allows you to view all orders and search by article. For example, you can search all orders that contain a certain item code and filter only those not fulfilled. You access to the detail screen with a touch on the order header, while clicking on each item, you see the catalog tab.

Order history

Order detail

View by items

Search by items

From the detail screen you can send, edit and cancel orders not yet transmitted to the company. The duplication function is also available, allowing you to create a new order from an existing one for the same or different customer. The duplication function is also available, allowing you to create a new order from an existing one for the same or different customer. An advanced alignment algorithm automatically processes changes to the starting order according to the new customer’s business conditions and current catalog, updating the order accordingly.

Customer directory

The customer data are organized in an alphabetically indexed directory with letter buttons. The list shows all relevant information for each customer such as company name, address, VAT number, list and reference agent. it is also possible to highlight any administrative blockages or pending accounting movements. The search bar allows you to search for any customer with key parameters such as name, code, VAT number and city. With a touch you access the detail screen, which includes all the information associated with the customer, the personal data, the destinations and the commercial conditions. The pop-up menu offers a view of the entire system restricted to the individual customer, from documents to statistics. You can switch between customers by swiping with your finger or using the navigation arrows.

My customers

Customer view

New customers

The function of new customer insertion allows the user to submit orders for customers that are not yet in the directory. The procedure, which can be activated or deactivated at the request of the company, is fully customizable. You can define each field of the input form and, for each one, you can specify: whether mandatory or optional, the format, constraints, default values and help messages. In particular, for the VAT Number field, validity check and duplicate check is available.

To drastically reduce the problem of incomplete and inconsistent data, Synaptico provides the possibility to acquire certified data by scanning the QR-Code issued by the Revenue Agency.

Minimum margin

The order module includes margin management, which is essential to ensure that orders submitted by agents comply with a minimum margin. From the purchase price of the item, Synaptico automatically calculates the margin for each line and for the entire order based on the selling price applied by the agent. The margin of the current order is then compared with the minimum value, which can be defined for the individual agent or for each customer. Before finalizing the order, a “traffic light” is revealed, indicating that the minimum margin has been reached. Depending on the configuration, orders that do not exceed the minimum margin can be inhibited or a simple warning can be shown, but you still have the option to save the order.

Margin cart

Margin alert

Loyalty points

Loyalty programs are perfect for building customer loyalty and increasing sales and visibility. The order module includes the possibility to associate a certain score with each item in the catalogue. During the order, Synaptico automatically calculates the score of each line and the overall score of the document. Once the order is completed, the value is associated with the order and added to the customer’s loyalty points. The agent can view the score associated with the archive orders or consult the points balance of the customers in their directory at any time.