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.
ontrak Dashboard
Your ontrak™ dashboard lets you quickly produce quotes and email them directly to your customer. Fast access to Vendors, Master Quotes, Inventory level, and Item Managers with 1-click.
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.
