Order Desk. Who is it, what do they own, what do they need.
One screen for the people on the phone. Find the customer, see what they own, check what fits it, key the order or quote, and handle the status call, the return or the warranty claim without a transfer. Guided prompts help a new rep sell the supplies, the accessory and the protection plan, and every step lands on a native NetSuite transaction.
The order screen, the service desk and the guidance layer.
Customer workbench
Find a customer by name, phone or email and see their orders, quotes, cases, returns, equipment and serial numbers in one view.
Three-panel order entry
Keyboard-first order entry with an entry timer. Card payments post as customer deposits, and held orders route to a supervisor.
Quotes & approvals
A quote editor and pipeline, a page where the customer accepts the quote, and supervisor approvals for discount limits, credit holds and refunds.
Compatibility & guided selling
Fit badges for consumables and parts, product selectors and an advisor, rule-based prompts, bundles, protection plans and call scripts a new rep can read.
Cases, returns & warranty
A case queue, a return wizard from RMA to receipt to credit or refund, and warranty claims by serial number with advance replacement.
Standing orders & intake
Standing orders split by ship-to, reorder reminders with a link for the customer, an inbound PO queue side by side with the order, and web-order review.
Built for everyone on the call.
Every step is a native transaction.
- Native from order to refund.Sales orders, estimates, customer deposits, cases, return authorizations, item receipts, credit memos and cash refunds are the real NetSuite records.
- Compatibility lives on the item.Item attributes drive every selector, prompt and reorder, so product management owns the rules after go-live.
- Adapters, not rewrites.Payments, shipping, tax, address validation, web store and phone plug in through adapters, so the desk can go live alongside a NetSuite implementation.
Take a scripted call on the desk.
Give us a typical call. We'll find the customer, sell the machine, the supplies and the plan, then handle the return, on our demo dealer's data.