Sale Safe to streamline the quotation and ordering process on doors and windows

British manufacturer, Origin, has launched a revolutionary online quoting and ordering system for its customers. Origin’s Sale Safe (OSS) is the first system of its kind, and will help trade partners to quote and order products from the company’s Origin Home range with ease, accuracy and efficiency.

Origin, the leading British manufacturer of bi-folding doors and windows, designed, developed and built the system in house to improve the ease and speed of ordering, as well as minimising the risk of any costly mistakes. By simplifying the overall process associated with ordering, it means that Origin’s trade customers will be able to save time with admin, turning around orders in record time and increasing overall productivity and sales pipeline.

Ben Brocklesby, Sales and Marketing Director at Origin, said: “OSS system has been designed with our trade partners in mind to significantly streamline the order and quotation process within one, simple-to-use system. The faster they can place orders and receive quotes, the more projects they can complete quickly and accurately. This will allow installers to improve their overall customer service and satisfaction levels.”

Simplifying the quotation process

OSS is different from existing systems as it allows users to build whole customer projects, rather than quoting on individual products. This means that all the information on each customer is kept in one place, removing the need to have multiple orders and quotes pertaining to one customer. An unlimited number of doors and windows can be either added, edited or removed at any time. Therefore, if a returning customer is undertaking another building project, their preferences would already be saved, removing the need to search and re-enter this information.

As a huge time saving feature, OSS offers the option for users to work from a popular configuration, which is based on the user’s order history, or alternatively, to build a project from scratch. Working from popular orders means that in its most basic form, customers could retrieve quotes simply by choosing the size and configuration.

Another key feature of OSS is its intelligent cascade system. This means that should a customer want to change an overall project preference, such as colour, at the touch of a button, OSS can push through this change to all products. This removes the need go in and edit every single product to accommodate this change. With OSS, it’s easy.

Once a quote has been generated, a bespoke quote template, branded for the user and built by Origin, can be downloaded and printed for the customer to keep.

The flexibility of Origin’s manufacturing schedule also enables customers who use Sale Safe to make changes right until the order has been made.

Ensuring accuracy and precision

When making changes to a quote, OSS boasts an intelligent amendment system that highlights the changes that have been made from the previous revision to the latest. This reduces the amount of checking required, limiting the opportunity for human error at the quotation stage. Once an order has been placed, the Origin team will double check each and every order, to further eliminate room for error.

Quoting and ordering instantly

With an easy to navigate, simple design and intuitive functionality, OSS streamlines the ordering process significantly, allowing costs to be retrieved instantly and orders to be placed on the spot, if required. OSS also gives users the option of ordering in batches to meet the customer’s deadline and budget requirements.

The system is completely free for Origin’s trade network and is the first of its kind in the industry. “OSS is a major investment for Origin. In 2011, we turned manufacturing on its head by offering our customers a zero lead time on the Origin Bi-fold Door. Today, we’re speeding up the process even further, this time, the quotation and ordering stage with OSS. Our intention is to continue to support our trade customers, helping them improve their conversion rates through more efficient service,” concludes Ben Brocklesby.

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