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Sales/From enquiry to order

Bookings become drafts, quotes are priced against the tariff, and the order is in within 30 seconds.

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Covex for sales

< 60 sec

to create an order — or scan it from a document

1

steps from enquiry to settlement. Customer, address and price are entered only once

1

customer segments from A to F, each with its own margin target

How it works

One shipment, all the way through. Seen from sales.

Intake

Email and PDF become drafts

Bookings and waybills from email are read in and sent for review. Fields are filled in with their source, you fix what is missing, and nothing becomes an order until someone has approved it.

Ingrid

Quotes priced line by line

The quote sheet is priced against the tariff: price, contribution margin and a check against the margin policy on every line. Ingrid knows the zones, lanes and weight bands.

Orders

An order in under 30 seconds

Goods, stops, time windows, references and requirements. The customer comes with their agreements, locations and contacts, and the price is there straight away. Or scan the order from a document.

Dispatch

The agreement travels to the board

What sales agreed is on the order when it lands in the dispatch pool. Time windows and requirements don't have to be typed again or explained on the phone.

Customer portal

Customers follow along themselves

In the customer portal, customers book transport and see status, stops and predicted arrival. If a delivery slips, the recipient picks a new time slot.

Invoicing

The customer's references on the invoice

An invoice is ready when the delivery has proof, a price and the customer's references. The references were entered with the order — not again at month end.

Prices and tariffs

Prices that hold, looking back

Tariffs are versioned, so past orders keep the version they were priced with. And fixed runs create the week's orders by themselves from your patterns.

FAQ

Yes. Bookings and waybills from email are read in, matched and put up for review as a draft, with the source of every field. The draft only becomes an order once someone on your team has approved it.

From zones with postcode ranges, a lane matrix per zone pair and weight band, the customer's segment from A to F and the margin target for that segment. Surcharges are added according to the tariff.

Yes, strategic pricing below the policy is possible — but only with a reason, an approver and an expiry date.

Nothing. Prices are versioned, and past orders keep the version they were priced with.

Yes. Customers, orders and price matrices can be imported from spreadsheets.

Patterns for recurring transport. Covex creates the week's orders from the pattern by itself, so nobody has to type them in every week.

Fuel by index, environmental, island, weekend and currency — managed under Surcharges and rates.

Watch an enquiry become an order

Book a demo and see intake, quotes and Ingrid in Covex.

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