From booking to order, typed once
Bookings and waybills are read in from email and laid out for review. An order takes under 30 seconds to create, and the price comes from the tariff.
New enquiry from email
bestilling@nordlys-mobler.dk · PDF attached
Orders arrive by
- PDFs and scanned documents
- Waybills
- The customer portal
- Open API
- Spreadsheet import
Customer, address and price are entered once and reused the rest of the way.
Intake: the email becomes a draft
Bookings and waybills from email are read and sent for review. No order is created until a person has approved the fields.
New enquiry from email
bestilling@nordlys-mobler.dk · PDF attached
Orders in under 30 seconds
Customer, from, to, date and goods. The price comes straight from the customer's tariff. Pick the form that suits the order.
Quotes calculated line by line
The quote sheet is calculated against the tariff, with contribution margin and a check against the margin policy, before it goes to the customer.
Calculate price
Tariff v4 · Nordlys Møbler
Above the margin requirement for segment B (18%)
Customers and recurring work, in one place.
Shipments
Actions
Customers
Agreements, credit, locations, contacts and segment on the customer. Addresses are reused on the order's stops.
Fixed run
Herning → Odense, Nordlys Møbler
Creates this week's 3 orders on Sunday at 18:00
Recurring transports
Patterns that create the week's orders by themselves. You set them up once.
Tariffs · Valdoro Stål
Prices and tariffs
Versioned tariffs with zones, weight bands and surcharges. Past orders keep the version they were priced with.
Import customers
customers.xlsx · 1,284 rows
Import
Customers, orders and price matrices from spreadsheets, so you don't start from scratch.
A quote from a customer using Covex Sales will go here.
TODOcustomer quote, name, title and photoWant to see a booking turn into an order?
We'll show you how Covex reads the booking, calculates the price and gets the order ready for dispatch.
