ProductSell
From the first call to the last shipment, one record.
Accounts, opportunities and quotes with cost from Business Central, issued as BC sales quotes. From a won quote, create the contract and its delivery schedule; once the contract is approved, CourageMFG creates the BC sales orders and tracks every shipment and invoice against it.
Replaces
- Outlook contacts and a CRM point tool
- HubSpot, Salesforce or a pipeline spreadsheet
- the estimating spreadsheet
- the monthly margin spreadsheet
A pipeline built for make-to-order
Opportunities by stage, value and close date, with weighted pipeline and what's closing this month. Every opportunity carries its quotes, contacts and history, and links to the customer and items in Business Central.
- Weighted pipeline and win rate by period
- Activities, meetings and tasks on every deal
- Convert a qualified account and it becomes a Business Central customer, created under your name
Quotes with margin before the customer sees a price
Quote lines take cost from the Business Central item, so you know the margin before the quote goes out, and every quote is approved first. Issue the quote and it becomes a BC sales quote; win it and turn it into a contract.
Contracts and delivery schedules
Between the won quote and the orders sits the contract: approved prices, a delivery cadence such as every week to different ship-to addresses, and every release planned up front. Releasing the contract creates the Business Central sales orders, each stamped with the contract number.
- Approvals before anything is ordered
- Prices locked once the contract is approved
- Shipped and invoiced quantities from BC against every release
Margin you can act on
Item sales, quantity and margin by period straight from Business Central value entries, with the margin bridge that shows whether price, mix or cost moved, and the customers and items that need attention.
With Business Central
CourageMFG reads what it needs live through BC's own APIs and writes back through BC's own validation, as the person doing the work.
Reads from Business Central
- Customers and items, with item cost
- Sales value entries for margin
- Sales orders, shipments and invoices for each contract
Writes back to Business Central
- Customers, created when you convert a qualified account
- Sales quotes when you issue one
- Sales orders when you release a contract, stamped with the contract dimension
The applications
For sales, estimating, customer service and operations. Each one is a view of the same records; where Business Central already does the job, CourageMFG links straight to it.
Accounts
LiveProspects and customers. Once qualified, an account becomes a customer in BC.
Replaces Outlook contacts and a CRM point tool
Opportunities
LiveDeals by stage, each with its quotes; winning one creates the BC sales order.
Replaces HubSpot, Salesforce or a pipeline spreadsheet
Quotes and estimating
LiveQuotes on an opportunity, costed from the BOM and routing and issued as BC sales quotes.
Replaces the estimating spreadsheet
Sales analytics
LiveItem sales, quantity and margin by period from BC value entries, with the margin bridge and what needs attention.
Replaces the monthly margin spreadsheet
Service
Record appStages: New → Investigating → Waiting on customer → Resolved → Closed. Fields and history on every record.
Full application planned. Cases, with complaints and returns as sub-records, traced to the order and lot.
Customer portal
Record appStages: Invited → Active → Suspended. Fields and history on every record.
Full application planned. Order status, certificates and documents, and RMA requests for customers.
Orders
In Business CentralSales orders and invoices, in Business Central.
See it on your own data.
We'll connect CourageMFG to a copy of your Business Central and walk your team through your own items, orders, suppliers and machines.