Administrative Status

Administrative Status Module

With version OS 8.0, Order Sender introduces a new module dedicated to Administrative Status, designed to provide an even more comprehensive and strategic tool for customer management.
Get a clear, up-to-date, and centralized view of each customer’s administrative status. Administrative information becomes a practical operational tool to support daily activities.
Thanks to the new Administrative Status Module, agents and agencies can arrive prepared for every visit, negotiation, or order entry, always keeping any critical issues or opportunities related to the customer’s accounting status under control.

Invoice Management

Get a clear and immediate overview of each customer’s administrative status.

From the Invoice Management section, you can:

• View the complete list of invoices
• Filter them by supplier, in multi-supplier scenarios
• Import invoices via CSV or API for a quick and integrated update

A simple yet strategic tool for monitoring outstanding balances, collections, and administrative status before every order or sales visit.

Advanced Payment Management

The module introduces advanced payment management, designed to make recording payments quick and easy.

You can:

• Quickly record payments by selecting the invoices to be settled, with amounts filled in automatically
• Manage full or partial payments, with details of the amounts recorded
• Attach documentation such as photos of checks, images, notes, and payment details
• Automatically send a payment notification email

The notification is sent to the agent and, optionally, to the supplier and customer, including a PDF summary ready for sharing.

A tool designed to fully digitize payment management, improving control, transparency, and operational speed.

Summary Sending

You can select one or more invoices and send a PDF summary with the latest payment status directly to the customer.

The document clearly shows the status of the invoices, providing the customer with a complete and transparent overview of their account.

This feature is useful both for sending reminders and as a simple informational tool, allowing the sales team to share an up-to-date, professional, and ready-to-send report in just a few seconds.

Notifications and Monitoring

The Administrative Status module includes advanced monitoring tools to support the sales force even during the most hands-on stages of the process.

• Automatic alerts during order entry if a customer has overdue invoices or open accounts, helping to prevent issues before confirmation
• A general schedule providing a complete overview of all customers, useful for keeping track of overdue payments, collections, and priority actions.
• New comparative revenue statistics, which allow you to analyze financial performance over time and assess customer trends, including in relation to their administrative status.

General Schedule

A new dedicated section that consolidates the administrative status of all customers on a single screen, providing an immediate and strategic overview.

From here, you can quickly identify which customers have overdue invoices, partial payments, or outstanding balances, without having to access individual customer profiles. A tool designed to streamline monitoring activities, schedule reminders, and set operational priorities in a simple and centralized manner.

New Statistics

New Comparative Revenue Statistics section based on invoices imported and managed in the Administrative Status module. It offers a more advanced level of analysis of customer financial performance.

With this feature, you can compare different periods and track revenue trends over time, gaining a more strategic understanding of sales performance.

Benefits for Sales Force and Agencies

The Administrative Status module is a strategic tool: it transforms administrative data into a practical operational tool for those who work in the field every day.

It allows you to:

• Manage complex administrative situations with a clear and structured overview
• Monitor overdue invoices and collections in a simple and immediate way
• Keep overdrafts under control, avoiding critical issues during the ordering phase
• Plan reminder activities with precision
• Be prepared for every visit or order entry, thanks to a complete and up-to-date overview of the customer

A tool that strengthens collaboration between the sales and administrative departments, improving control, awareness, and the quality of decisions.