Customer Order to Invoice (COTI) is an online sales processing system to track machine sales and rentals from the time the customer places the order through invoicing.
Pulling data directly from iQuote, COTI provides visibility to a dealer’s backlog of transactions in progress including real time access to the current state of any open deal.
Dealer-specific checklists are created for each role involved in the deal, and an online summary of billed and expected revenue is presented for both machine and attachment sales.
Customer Order to Invoice also provides:
• Online document storage
• Visibility to mid-stream changes or financial washout
• Integration with SalesLink to provide a view of rep-specific deals in process
• Pushing details to the Commission Framework for compensation calculations
• ERP integration, mapping of shipping dates, invoicing details and payment dates
Drive best practices and commonality among branches while reducing the time to invoice with Customer Order to Invoice.
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