ontrak™ Dashboard with Intuitive User Interface
ontrak™is made to respond the way you work. Screens have been designed utilizing the expertise of users with many years of sales experience and to minimize the time required for your customer to receive a quote and place a order.
Recent Items
The dashboard keeps track of recent activity and displays the last 5 Customers, Quotes, Sales Orders, and Vendors.
Customer Summary
The Customer Summary screen is the ultimate dashboard. Everything you want to know about a customer is available from here.
Quote Notes
You can add notes to a quote. Notes appear when you mouseover each quote to help identify exactly which quote you want to view.
Sample Quote
View a Sample Quote generated from ontrak™. This is the quote that your customer will recieve.
Vendor Rebates
Vendor Rebates are easy with ontrak™. Setup the items for each customer and rebate reports can be generated with the click of the mouse.
Recurring Sales Orders
Recurring Sales Orders and Purchase Orders are made simple with the ontrak™ system. Setup recurring shipments to your customer and even allow them to release and view the order via the Internet.
Serial Number Tracking
Record and track Serial Numbers. Scan S/N's into Ontrak upon receiving of items and upon shipment, Ontrak presents a list of avaialble S/N's to ship.
