Quote-to-Order ERP Software Designed for Manufacturers

Keep your customers happy.

Simplify customer transactions with our integrated customer management tools that let you keep on top of all your customer-related information in one place.

Genius Quote-to-Order

Create better-organized customer records and pricing details to make error-free quotes, estimates, sales orders and invoices. Centralize all customer data and information, better manage customer-related financial details and eliminate the risk of delivering customer orders without invoicing. You can set credit limits for each customer and automatically create blocks when credit limits have been reached to ensure orders are paid, as well as better control your accounts receivable.

Point 1

Better quotes and sales orders

Easy access to all customer-related information and pricing data means your sales team can easily create a new product while being on the phone with a customer to give your customers more accurate quotes and estimates that ensure profitability. Once you have received the sales order, you can better track and manage what stage a job is at in your shop with Genius ERP. With easy access to your order book — grouped precisely how you want it — you can stay on top of every sales order you have.

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Point 2

Track in real time what is clear to ship

Using mobile or desktop, you can track open shipping documents through workflow steps, add items to packages and verify that packed quantities match expected quantities. This feature is available for customer shipping, shipping memos (customers and vendors), and inter-warehouse transfers — meaning you will always be on top of every aspect of your shipping. With our automated invoicing feature, you can prepare invoices with a click of a button, saving you time and ensuring orders don’t ship before they have been invoiced.

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Point 3

Fully integrated from quote to shipping

Manage all customer-related transactions and financial data within one fully integrated system. Set up and filter a dashboard to see at a glance all the information you need to efficiently manage your open or closed customer transactions to quickly track and follow up on any job at any stage. Communications between you and your customers become simplified and straightforward, as your team can always answer customer inquiries with up-to-date information.

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Key Features and Functionalities

Make error-free quotes, estimates, sales orders and invoices with our integrated customer transaction management tools. Easily manage customer contacts, customer records and customer price lists. Centralized customer data and information helps you improve the management of customer-related financial information from quote to order.

Fully integrated from quote to shipping, giving you complete visibility on every job
Customizable quotes, invoices and reports
Custom products or customers sub-grouping
Customer Record & Price List Maintenance
Create error-free quotes
Manage sales orders
Fully integrated Pick, Pack and Ship solution
Automatically prepare documentation for overseas shipping
Capacity to charge freight throughout whole process: Choose where to add it that makes sense for you
Charge for time and material spent on the job
Set customer credit limits
Invoice from order or invoice by shipping

Built for the people who use it

Whether you are an engineer, production manager, accountant or CEO, Genius ERP has the solutions you need to get the job done right.

Sales

Create quotes and sales orders like never before

Create better, more accurate quotes and keep up with every sales order with a fully integrated customer transaction management system.

Accounting

Invoice every order

Keep up with customer financial information and always know if an invoice has been created, sent and paid.

Operation Managers

Simplify customer transactions

Quickly access if payments are up-to-date to know if your team can proceed with a job.

Case studies

We’re honored to help hard-working SMEs grow

Whether you’re looking for your first ERP, or you need a replacement solution, manufacturers just like you have realized the benefits of implementing Genius ERP.

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Industrial Machinery & Equipment