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ORDER
MANAGEMENT
S U G A R C R M
V E O N C O N S U L T I N G
Solution Demo
V E O N C O N S U L T I N G
OBJECTIVE
#1 Extending SugarCRM to manage order till invoice
cycle for small businesses.
#2 Integrating SugarCRM with ERP solution so that sales
and after sales users can have view on the ERP order
cycle.
ORDERS
Create sales order with reference to
Quote or create it directly. In former case,
all the line items will get copied
automatically
O R D E R S C R E E N
SHIPMENT /
DELIVERY
When sales order are delivered, shipment
is created. A sales order may be split into
multiple shipments
O R D E R S C R E E N
INVOICE
Delivered orders, when invoiced gets
linked with the shipment
O R D E R S C R E E N
A B P E N S
E N T I R E S A L E S C Y C L E I N A S N A P S H O T .
N A V I G A T E F R O M O N E D O C U M E N T T O
A N O T H E R .  
C U S T O M I Z E A S P E R Y O U R N E E D S
BENEFITS
THANK YOU!
Please e-mail contact@veonconsulting.com
for any questions.

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SugarCRM order management solution

  • 1. ORDER MANAGEMENT S U G A R C R M V E O N C O N S U L T I N G Solution Demo
  • 2. V E O N C O N S U L T I N G OBJECTIVE #1 Extending SugarCRM to manage order till invoice cycle for small businesses. #2 Integrating SugarCRM with ERP solution so that sales and after sales users can have view on the ERP order cycle.
  • 3. ORDERS Create sales order with reference to Quote or create it directly. In former case, all the line items will get copied automatically O R D E R S C R E E N
  • 4. SHIPMENT / DELIVERY When sales order are delivered, shipment is created. A sales order may be split into multiple shipments O R D E R S C R E E N
  • 5. INVOICE Delivered orders, when invoiced gets linked with the shipment O R D E R S C R E E N
  • 6. A B P E N S E N T I R E S A L E S C Y C L E I N A S N A P S H O T . N A V I G A T E F R O M O N E D O C U M E N T T O A N O T H E R .   C U S T O M I Z E A S P E R Y O U R N E E D S BENEFITS