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From quote to order in one click
An accepted quote becomes an order with all phases, delivery items, rates and conditions in one click. No double entry, no typo, no stale price list.
Order management software: from quote to order, no media break.
With teamspace order management you run orders structured from accepted quote to final invoice. Phases, delivery items, rates and conditions from master data, real-time status tracking. Part of teamspace invoicing software, no module surcharge.
What order management software delivers
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Phases, flat rates and delivery items
Per order define phases with order sum, T&M components, recurring flat rates and hardware delivery items. All components in one order logic, no tool switching.
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Status and audit trail
Order status, delivery status, invoice status, payment status, all in one view. Audit trail on every status change, closed periods can be locked.
How order management runs in teamspace
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Create and follow up on the quote
Structured quote from CRM with positions, rates and conditions from master data. Follow-up workflow with reminders.
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Order from accepted quote
Acceptance with one click, order with phases, delivery items and conditions emerges automatically. Order confirmation to the customer, audit trail recorded.
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Delivery and status tracking
Phases delivered, hours booked on order components, delivery notes created. Order status daily-fresh, plan-vs-actual with margin.
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Handover to billing
Components ready for invoicing handed over to [order billing](/order-billing-software/). Down payments, final invoices and reversals share the same data foundation.
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Close-out and follow-on
Final invoice, payment receipt, order closed. The customer stays active in CRM for follow-on business with full order history.
Capabilities of order management at a glance
Order and delivery
- Quote to order in one click
- Phases, flat rates, T&M and delivery items combinable
- Delivery notes and delivery status
- Rates per role, order or customer
- Subcontractors and externals with separate rates
Steering and reporting
- Order status daily-fresh
- Plan-vs-actual per order
- Margin in real time
- Forecast from order book
- Audit trail on every change
Integration
- Handover to [order billing](/order-billing-software/)
- Linked with [project management](/project-management/)
- DATEV export for accounting
- REST API for custom integrations
- Outlook and Microsoft 365 integration
What order management software delivers
Order management software organises the order through its full lifecycle: from accepted quote through delivery to final invoice. In service firm work, an order is rarely just “sell a product”. Per order multiple phases, components and contract forms often run in parallel: concept, implementation, training, maintenance, hardware, licence.
teamspace bundles this complexity in one order logic. From the accepted quote the order emerges in one click with all phases and delivery items, rates and conditions come from master data, status tracking runs daily-fresh.
From quote to order, no media break
The biggest leverage of integrated order management lies in direct intake from the quote: quote becomes order with all positions, conditions, rates carried over, order confirmation generated and sent automatically, phases and delivery items structured, master data carried from CRM with no re-entry, audit trail records the acceptance.
This replaces the classic Excel-to-Word-to-CRM back-and-forth that costs hours daily and produces typos.
Phases, flat rates and delivery items
Service firm orders are rarely simple. teamspace runs them in one order logic: phases with order sum and down payment plan, T&M components with rates per role, flat rates with period rhythm and hour quota, hardware and licence positions with margin uplift, travel and expenses on the order, subcontractor hours with separate rates.
Per component its own conditions, delivery notes and invoicing, all in one view.
Status tracking and steering
Daily-fresh order visibility is the difference between administration and steering: order status with phase drill-down, delivery status for hardware and deliverables, invoice status with down payment, final, reversal, payment status with open amounts and dunning levels, plan-vs-actual per order with margin in real time, forecast from order book for upcoming quarters, custom dashboards for leadership and order owners.
Handover to billing and project management
Order management lives off interplay with the other modules: order billing for invoicing from delivered work, project management for projects emerging from orders, time tracking for hours on order components, CRM for order history at the customer for follow-on business, service desk for service tickets from maintenance contracts.
Data is captured once, available in every module.
DATEV export and compliance
Order data is among the accounting-relevant datasets. teamspace is with activatable GoBD mode for retention, GDPR compliant with standard data processing agreement, ISO 27001 certified, hosted in Frankfurt am Main with EU processing, with DATEV export in standard format and audit trail on all order changes.
The contracting party is 5 POINT AG, a German stock corporation under German contract law.
In the 15-minute requirements check we walk through order management on a sample order.
Frequently asked questions about order management
What's the difference between order management and order billing?
Order management organises the order itself (phases, delivery items, status tracking). Order billing turns delivered work into the invoice. In teamspace both functions share one data foundation, the transition is seamless.
Can we manage hardware delivery items on the order?
Yes. Hardware, licences and other delivery items can be set up on the order with quantities, purchase price, sales price and margin uplift. Delivery note and invoice account for the positions automatically.
How does status tracking work?
Per order, order, delivery, invoice and payment status are tracked in parallel. Drill-down to individual phases or positions possible. Custom dashboards for leadership with aggregated status views.
Can we cancel or change orders?
Yes. Cancellations and order changes are recorded with audit trail. For billed components the cancellation runs via reversal invoice. Closed periods can be locked to ensure compliance-friendly workflow.
How does order management connect with project management?
From an order a project with phases, tasks, team and rates can be created in one click. Order and project view share the data foundation, hours booked once, visible in both views.
How does handover to accounting work?
DATEV export for invoice, customer and posting data in standard format, no CSV adaptation. Lexware and Sage via standard connectors, REST API for custom integrations.
Related invoicing features
Order management reviewed in 15 minutes.
In the requirements check we discuss your order structure, delivery processes and handover to billing.