Commercio Orders is designed to provide CRM order management and competitive pricing specifically for small to mid-level distributors.
The system streamlines communication with the supplier and lets mid-level distributors benefit from the special pricing Commercio has negotiated with connected suppliers.
The Commercio Orders process centers around projects. Within a project, you can create and share data among quotes, tasks and purchase orders. You can create a quote to share with your client with connected suppliers > create a task for yourself to follow up with the client > then use the same information you put in the quote to create a purchase order(s) that is submitted directly to the supplier.
Projects in Commercio Orders must be associated with a "contact" (client / customer). In fact, your contact list is the first page you see when you log in. In order to set up a project, you must first add your contacts to Commercio Orders. See Orders Process Flow and Orders Hierarchy for a visual reference.
If you are new to Commercio Orders, you may want to start by adding your full contact list, or you may want to jump right in and get started with a quote.
You can get started right away with the Quick Start process... or, browse through the topics below to learn more about Commercio Orders.
About Commercio Orders
Contacts
- Contacts
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Projects
- Quotes (client / contact facing)
- View Existing Quotes
- Create a Quote for a Client (includes instruction for adding products from outside suppliers)
- Set up a product on a quote
- Add a product to a quote
- Tasks
Purchase Orders
- Purchase Orders (supplier / supplier facing)
- Create a Purchase Order for a Supplier (includes POs for external suppliers)
- Purchase Orders Overview
- Purchase Order Detail
- Order Status
Products
Settings
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