Orders
Control the order flows in your organisation with our order module. Manage and organise incoming rental and sales orders, then create a pick list. Use the Centix Logistics App to pick the products and prepare the order. The module also offers various options post-delivery, such as supporting the returns process—from submitting a return request to the immediate return of equipment or tools at the warehouse counter. The module provides extensive options for different target groups. Depending on your module configuration, there are options for composite products, buy-back schemes, alternatives, quick selections for accessories, consumables, and more.
Orders in Centix
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All fields are clearly displayed in the detail view. For example, you can indicate to whom and where delivery should be made, specify an expected return date, and include a scoring opportunity for a quote request.
On the left, you can navigate to various functionalities using tabs. You can also easily navigate from an order to the related pick lists and packing slips. This way, you can easily retrieve all information from one screen.
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Fill in the delivery location, administration, project, and cost centre to complete the order. The required products can be charged to a project or invoiced to a third party.
You can select the contact person, payment method, and conditions for each order. If these are set up for the relation, they will be automatically pre-filled.
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Order lines
Efficient navigation, clear information, and quick input through smart functionalities – that’s what Centix offers to back-office employees! A front office is available for input by, for example, mechanics and project managers.
By utilising order templates, for example, entire equipment lists for a new employee or specific job profile can be added easily. During data entry, you will automatically receive notifications about details such as certain additional supplies associated with the entered product. Functions like ‘import rented objects’ enable complete rental orders to be transferred from one project to another seamlessly.
Workflow
For products that require additional activities such as transport or installation, you can create workflow items by selecting the ‘Workflow Items’ button.
Status logs
Dashboard
The dashboard offers a quick overview of the order status. You can check the number of open order lines, pending deliveries, open workflow items, and completed workflow items at a glance.
Catalogue / webshop
With the catalogue, your customers or employees can browse products and add them to the shopping basket. Once a request or order is submitted, the back-office employee can begin processing it. The submitter will receive a notification by email.
Returns easily managed in Centix
The returns process in Centix is designed to ensure that the return of equipment after the completion of a project or project phase is smooth and efficient. This process consists of three components: return requests, return receipts, and return lists.
Return requests
When equipment is no longer needed at a project location, the executor can submit a return request via the front office screen. This request then becomes visible in the back office screen, where it can be reviewed and processed.
Return receipts
After the return request is approved, the equipment manager or warehouse staff receives the returned equipment. The return receipts overview displays all outstanding returns per warehouse. Here, the received items can be finalised and moved to the appropriate location.
Return lists
After processing, the returned items appear in the return lists overview. This overview provides details for each return receipt, such as the return date and any comments.
Discover what Centix could do for your organisation
Have you become enthusiastic and want to know more? It would be my pleasure to take you through the possibilities Centix has to offer in a product demonstration. Depending on your requirements, I will brief you in half an hour to an hour and a half to give you a clear picture of our software including the order module!
Centix Logistics
The Logistics app is part of the order modules and is utilised by warehouse, yard, and transport employees. The app supports order creation, order picking, equipment and materials returns, as well as inspection and registration of repair or cleaning actions.
- Create order
- Order picking
- Returns
- Process packing slip
- Inspecting equipment
- The appearance of the app can be customised to match the corporate identity of your organisation
Also check out the other modules
General extensions
The general modules are applicable across all branches. This includes multilingualism, competencies, and much more.
Procurement, sales & rental
The trading module can be used for procuring, selling, and renting products. The entire process from quotation to invoice is manageable in Centix.
Work orders & ticketing
With the work orders and ticketing module, your service organisation is optimally set up. From the workshop to scheduling technicians and much more.
