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Looking for “live” visibility of all planned orders and deliveries?

Tuesday, April 17, 2018 - That’s the WinTree® Planning Overview Module. Especially in busy trading periods, your team will be managing a huge amount of sales orders and deliveries, often in a very small timeframe. To ensure your customer deliveries happen on time, every time, you need accurate, updated visibility of all orders and deliveries in one place, in an instant. This place is the WinTree® Planning Overview.

Here you can view the status of all orders and planned deliveries by customer by day, by week, grouped into one user-friendly screen. This screen also gives you visibility of purchases and call-ups, by supplier.
WTM de Boer has been benefitting from this WinTree® module for just over 2 years. “At any point I can instantly see when the order is due to be delivered, when it was despatched or when it is due in from a supplier.  I can add lines to the sales order; I can add an order to a delivery – directly in this module. With one click on the delivery, I can access all its related information.  

The WinTree® Planning Overview allows everyone to see the same, simplified, updated view of all activity as it happens, ideal as we can have orders booked in by different team members simultaneously.



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