sign upManaging Customer Orders in e:corg
A comprehensive webinar on creating, approving, and controlling customer orders in e:corg
Speaker:
Iuliana Zurba — e:corg Consultant
This webinar provided a detailed overview of how e:corg enables you to manage the entire customer order lifecycle: from creation and condition verification to payment control, shipment, and closure. Participants saw system configuration examples, interface demonstrations, and real scenarios, including risk management and process automation.
Webinar Overview
The session covered:
- Creating customer orders with payment terms, delivery options, and currency settings.
- Working with contracts, individual discounts, and pricing.
- Approval workflows for non-standard conditions.
- Monitoring customer debts, credit limits, and blocking rules.
- Managing warehouse activities and partial shipments.
- Automatic generation of related documents and settlements.
- Building analytical reports on statuses and results.
The presentation included live demonstrations and answers to participant questions.
Creating and Configuring Orders
Key topics:
- Selecting payment methods and currencies.
- Setting delivery dates and partial shipments.
- Applying individual conditions and prices.
- Automatic filling of order attributes.
The system allows you to predefine templates to speed up processing and reduce errors.
Price, Discount, and Payment Control
Features:
- Creating price lists and discount policies.
- Setting limits on total discount amounts.
- Launching approval workflows when conditions change.
- Flexible user access to modify terms.
All changes are recorded in the order history and available for review.
Order Approval Process
The webinar showed how approval works:
- Automatic initiation when prices or conditions are modified.
- Creating tasks for responsible employees.
- Tracking each approval stage and comments.
- Completing approval and releasing the order for execution.
All actions are stored in the order’s history.
Managing Risks and Customer Debts
Topics:
- Automatic control of overdue payments.
- Checking credit limits before creating new orders.
- Blocking orders for delinquent customers.
- Configuring access rights to risk-related operations.
Warehouse Management and Order Cancellations
The system supports:
- Hiding orders from warehouse staff until shipment is confirmed.
- Partial deliveries according to the agreed schedule.
- Recording cancellation reasons for reporting.
Document Generation and Automation
Demonstration included:
- Automatic creation of invoices and delivery documents.
- Generating cash payment records.
- Integration with payment processors.
- Preparing documents for intermediary payments.
Analytics and Reporting
The webinar presented reports on:
- Order statuses (awaiting payment, awaiting shipment, closed).
- Aged receivables with overdue segmentation.
- Cancellation reasons by position.
- Profitability by manager, order, product.
Reports can be filtered and saved for business needs.
Benefits for Your Company
✔ End-to-end order management
From creation to automated settlement and closure.
✔ Risk reduction
Control over debts, limits, and approval workflows.
✔ Flexible configuration
Processes adapted to your business specifics.
✔ Data transparency
A full history of actions and documents in one place.