Get a complete overview of your sales orders – from quote to invoice.
With Order Overview in Rackbeat, you can manage your entire sales process in one place and follow your orders all the way from creation to final invoicing. You gain clear insight into order status, next steps, and any deviations, so you always know exactly where each order stands in the workflow.
Rackbeat’s sales module is built for flexibility. This means you are not locked into a fixed workflow, but can adapt the sales process to fit your business.
In the order overview, you can:
1. create quotes, orders, and invoices as needed
2. convert quotes into orders once the customer accepts
3. create shipments and manage picking and delivery
4. invoice the full order or partial deliveries
5. track order status from start to finish
All actions are connected, giving you full visibility into what has been created, what has been shipped, and what still needs to be handled.
Flexible sales flow – including webshop integration
Rackbeat can be integrated with your webshop, allowing orders to be automatically synchronised and appear directly in the order overview. This gives you:
1. less manual work
2. faster order processing
3. one unified overview – regardless of sales channel
In short: Order Overview in Rackbeat helps you stay in control of sales, create structure in your daily operations, and ensure that nothing slips through the cracks.
