LogixOne Sales Order Consolidator for Zoho CRM

Speed up end-of-month invoicing with LogixOne Sales Order Consolidator

Built for: CRM Developed by: Clearscope Solutions
  ( 3 )

LogixOne Consolidator is 3 tools in one! Once installed, it consolidates records from multiple Zoho CRM Inventory modules into a single record, this includes the following modules:

Quotes
Sales Orders
Invoices

This tool is especially helpful and time-saving. For example, consolidate multiple quotes into one and then edit that quote or consolidate multiple sales orders into one or create a monthly consolidated invoice for a customer that does not want to receive single invoices. All of this can be achieved at the click of a button, processing multiple orders for a customer, or performing end-of-month invoicing can be done much quicker and improve accuracy now with LogixOne Consolidator.

Key Features:

  • Select multiple Zoho CRM quotes, sales orders, and invoices and consolidate them into one Zoho CRM record.
  • Create links between consolidated records for easy reference.
  • Transfer exact pricing and quantity information from a Zoho CRM record to a consolidated record.
  • Speed up internal sales processing times for things like monthly invoicing.

Tags

Deployment type Zoho platform
Published date Jun 19, 2022
Version 2.0
Latest Released date Oct 6, 2023
Category Marketing
Pricing Paid
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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