Ordis (https://ordis.cloud/)

Modules and features

Ordis is primarily intended for business companies of any size. We believe that due to Ordis' flexibility, every user will find what suits them, whether they are a sales representative, sales manager, sales assistant, administrative worker, telemarketer or even wholesale customers or distributors. Ordis works with four basic roles (see below), which can be supplemented with individual functional modules. It is common for a company to purchase all the roles and then redistribute them as needed to the appropriate workers.

Ordis Dealer

Suitable for the client's sales representatives
The user (salesperson) only sees the customers assigned to them, whom they manage and trade with
If allowed, the salesperson can work with sales prices (the allowed range from - to)
Creates business cases, offers, orders, enters complaints, works with the catalog, directory, activities, calendar, and may have access to statistics

Ordis Headquarters

Suitable for administrative workers, sales assistant(s) or sales manager(s)
The user sees all customers without restrictions
Highly customizable role depending on the job position in the company
For business or administrative workers, the available modules may be the same as those for the Dealer
For sales managers, only statistics, activities, and calendar may be available

Ordis Distributor

Suitable for business partners/distributors who act as intermediaries between wholesale and customers
Has its own list of customers, which they independently manage and sell to
Stock availability can be linked to a client supplying goods to the distributor, or directly to the distributor's warehouses
The distributor may have their own network of sales representatives who serve their customers

Ordis Client

Suitable for B2B customers
The user only sees themselves (their company)
Serves as the equivalent of a B2B e-shop/portal
Has access to the catalog, the ability to create orders, submit complaints, and view relevant documents (invoices and delivery notes)

Module Overview

Modules are standalone functional elements that provide customers with specific functionalities. Their use may vary depending on the requirements of individual clients and the roles purchased.

Orders

Complete support for creating orders in the field and at the company's headquarters.

Refined ordering modes
High customizability for each user
Perfect clarity and access to product information
Intuitive order creation

Calendar

Plan your own time or activities for colleagues using the calendar.

Daily, weekly, and monthly views
Timeline by hours
Overview of your own activities (meetings, phone calls, tasks, and others)
Ability to assign activities to other Ordis users

Business Cases

Create business cases, track their status, and record all activities, offers, orders, and other documents under them.

Track potential business opportunities
Set priority, probability of acquisition, and responsible persons

Contacts

Manage contact persons for organizations. You can search through the directory contacts and select contacts for activities and documents.

Create contact persons for different companies
Import business cards via QR code
Ability to add notes to individual contacts

Activities

Record meetings, phone calls, tasks, and other activities, set their priorities, and record the results of these activities.

Clear record of individual activities
Ability to assign tasks to specific responsible persons
Synchronization with the calendar

Statistics

Clearly and in one place, you can see dashboards, statistics, reports, and plans.

Basic set of commonly used statistics
Custom statistics can also be created
May be available only for certain people (e.g., sales managers)

Catalog

Work with product items and categories. Price lists, labels, product filters, and high customizability.

Clear product catalog
All product information including images and attributes (if available)
Ability to download attachments for products (technical sheets, manuals)

Offers

Creating price offers. You can also capture the workflow of the sales process using statuses.

All offers in one place
Ability to print offers
Customizable offer templates based on customer requests
Convert offers to orders

Complaints

Creating complaints based on previously issued documents. You can attach photos of the complained goods.

Enter complaints directly for the customer
Ability to upload photos from devices, or even take them directly (e.g., from a mobile phone)
Perfect overview of entered complaints

Loyalty Points System

A motivational loyalty system to increase customer purchases. A complete solution for collecting points and using them for rewards.

Reward customers for completed purchases
Earned points can be used to purchase items

Invoices

Direct invoicing from Ordis. Support for text items. Suitable for immediate document creation on-site.

Ideal tool for small entrepreneurs - immediate invoice creation
Documents can also be viewed only (if integrated with IS)

Delivery Notes

Creating delivery notes in the field. A great basis for subsequent invoicing.

Sales Plans

Define and evaluate sales plans for salespeople and the entire company.

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