Sales & Contact Relations
with OnBatch
Dive into the details or zoom out for a big picture view with OnBatch’s sales metrics and CRM. Our system enables you to ramp up production based on sales figures and demand. OnBatch keeps your business organized with a transparent sales tracking system.
Optimize your process with robust feature sets that connect sales and customer insights to your production. Demystify your sales analytics to scale operations and expand your market share.
KEY BENEFITS
- Track sales with an efficient, simple sales order system.
- Integrate with Xero and Quickbooks seamlessly.
- Analyze performance with backorder and return management.
Fulfill the Demand
Sales Order
Track fulfilment needs and generate sales orders with OnBatch’s efficient sales order system. Optimize future production by implementing clear sales analytics that creates a vision of supply and demand specific to your brand. Our integration with Quickbooks and Xero makes fulfilling sales orders a breeze.
Put your Brand Out There
Order Pick & Ship
Successfully fulfill orders with OnBatch’s one-step or two-step order processing. There’s no need for a third party integration for shipping with our straightforward solution.
Streamline your Invoices
Invoicing
Take back your day with our time saving invoice process. Generate invoices with OnBatch’s straightforward invoice management system. Download as PDFs or email to customers straight from the app. Keep invoices organized with simple, color-coded status bars to signify paid, pending, draft or sent.
Demystify your Constraints
Back Order & Returns
The OnBatch sales system enables you and your team to monitor shipment delays, track performance, and problem-solve supply chain segments that need optimization. Manage lead times, price, returns, back orders, and quality notes for each invoice, to engage customers with the answers they need.
Know your Customer
Contact Relationship Management
With the OnBatch CRM tool you can focus your customer relationship throughout the sales lifecycle. Improve profitability and grow your business through high quality customer service that starts with understanding your customers, their buying habits, and identifying new opportunities for growth.
Included Benefits
Free Onboarding assistance
Access to our Academy, a vast collection of documents and videos for training on our software
Be heard and share your opinions, suggestions, and needs
Customer support with a real, knowledgeable human
Transform your process with OnBatch - One Batch at a Time.
Our intuitive software solution strengthens your control over daily operations - boosting efficiency and transforming how you do inventory, manufacturing, purchasing, and warehousing, while keeping you compliant. OnBatch gets your jobs done.