This is a tool for managing the invoicing operations of a business. This template is a complete tool for this part of the operations in your business. The solution can be integrated with existing systems. Customer and product or service details are managed by this template used over Excel. Data can be imported and exported to and from backend CRM and inventory management systems. The template is customizable. Depending on your exact needs and the corporate identity you want to project, the tool can be completely customized. A range of options are available. Detailed sales reporting with profitability analysis and inventory levels for reorder signaling are possible as you invoice product sales, discounts, order fulfillment expenses, salesman involved, etc. The solution is designed to the needs of a mobile sales force. The tool operations is driven from a control panel. This control panels lets you enter business specific information and preferences for populating the invoice template and facilitating customer invoice management tasks.
The tool allows editing of information related to products, customer and order details. The tool has checks built-in such that data integrity is not affected. This tool gives you the ability to store a large number of products, customer details and orders. The current version of the product works with all the existing Excel versions. Older invoices can be searched easily and loaded back into the system. Search parameters such as dates, products and customers can be found easily. Data within the system could be exported in any desired text format. That makes it possible to get this tool integrated with an inventory or a CRM system that may exist already. Other additional features make this a very useful tool. This is a very good product.