No order missed, no shipment delayed, no bill left unraised.
Salezx tracks every order from the email it arrived in to the invoice, and flags what’s stuck before your customer has to ask.
9–18%
of total revenue can be trapped in unbilled receivables and delayed invoices at any given time.
Source: eSource Solutions, cited by SAPinsider
The problem you already know
Orders arrive by email and wait for someone to enter them. Some get stuck on a credit hold nobody told the rep about. Others ship partly, and the balance is forgotten. The customer calls asking “Where’s my order?” and your rep has to chase three people to find out.
This costs money. eSource Solutions estimates that working capital trapped in unbilled receivables and delayed invoices can be 9% to 18% of total revenue at any given time.
From the email to the invoice
Salezx follows every order through each stage, and nothing stays stuck without an owner.
Email
Orders are picked up from email.
Salezx identifies incoming customer orders so none sits unseen in an inbox.
Before entry
Problems are caught before ERP entry
Such as a credit hold, a missing approval, or a wrong value or price.
Every stage
Each order is tracked through every stage
Expected, booked, committed, shipped (including partial), billed and closed. Salezx reads the status from your ERP reports (open orders, dispatch and invoice registers), so there’s no ERP rebuild.
The rep
Reps stay informed.
The rep gets an update when an order is committed, shipped, billed or delayed, so they can update their customer before the customer calls.
Stuck
Stuck orders go to the right owner.
If an order is on hold, the named owner in credit, production, dispatch or billing gets a Teams card with the details. They answer on the card, and it’s tracked until it moves.
Balances
Balances aren’t forgotten.
Partly shipped orders stay on the list until the last unit is shipped and billed.
Shipped, billed and closed
What you see
01
Reps
A daily card of new orders, orders that need them, orders stuck and being chased, and orders that moved.
02
Owners
Only the orders waiting on them.
03
Managers
Delays, holds and unbilled shipments in one card, plus a month-end summary.
What it does for your business
Faster orders
Fewer delays.
No shipment left unbilled
So cash comes in sooner.
Customers hear from you first
About their orders.
Fewer internal follow-up calls
Between sales, credit, dispatch and billing.
It goes beyond closed-won.
Most sales tools stop when the deal is won. This desk makes sure the order reaches the customer and the money reaches you.
Good to know
- Salezx tracks stock-related delays through order status. It doesn’t manage inventory.
- It works on the ERP reports you already export.
Your questions, answered
It tracks every order from the email it arrived in to the invoice. Salezx picks up orders from email, catches problems before ERP entry such as a credit hold, a missing approval or a wrong price, follows each order through booked, committed, shipped and billed, and keeps reps informed. Stuck orders go to the person who can release them.