Solutions | Document management | Sales order processing

Sales order processing

Store POs and sales documents against sales invoices in Business Central

Sales order processing

Save time by sending order documents in batches and speed up query resolution by capturing your customers’ purchase orders. Improve file retrieval and customer service by securely storing order confirmations and invoices in SharePoint. Zetadocs is designed specifically for users of Microsoft Dynamics 365 Business Central.

Send order documents in batches

Order confirmations & invoices can be personalized and sent in batches to save time, without the need to navigate multiple screens to send each document

Capture documents automatically

Order confirmations are stored automatically in SharePoint, with easy retrieval of these and other relevant documents via the Zetadocs FactBox in Business Central

Full document visibility

Help to keep customers informed with full document visibility for all users, enabling them to track information during each stage of the sales process

Zetadocs sales order processing demo

Watch how Zetadocs makes sales order processing faster and convenient on Business Central:

Book a demo

Complete the form below to request a demonstration of Zetadocs sales order processing:

Rapid implementation

Ensure Zetadocs is implemented correctly and quickly (some solutions can be up and running in as little as 1 day) by choosing our fixed-price implementation services package. Our product experts can work with you to ensure a smooth process with predictable outcomes to provide you with peace of mind. Find out more.

How to get Zetadocs

You can get a free trial of the Zetadocs Capture and Zetadocs Delivery app for Business Central from Microsoft Marketplace here.

Alternatively, contact us directly to discuss your requirements further or let your Dynamics Partner know you’d like to use Zetadocs and they will contact us.

Download our datasheet for more information on this solution

Read more in our blog post on document management and the benefits it could bring to your organization

Book a demo Learn more

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