Software solutions that improve your business
- office@zenboxinfinity.com
Sales & Orders Tracker (SOT)
A single system for complete control of sales, orders, and customers
What is ZEN BOX INFINITY | SOT?
ZEN BOX INFINITY | SOT is a desktop application for managing the entire sales process and order management.
It allows you to manage the following in one place:
- orders (creation, tracking, status)
- customers (records, contact, history)
- order items (products, quantities, prices)
- order status (Draft, Open, In Progress, Delivered, Closed)
- order fulfillment (delivery tracking)
- sales forecast (forecast with probability)
- reports (export to CSV and Excel)
- data backup and security
No cloud, no complicated CRM systems.
Who is SOT for?
- Sales company owners
- Sales directors and managers
- Salespeople and agents
- Administration (order and customer records)
- Logistics (delivery tracking, fulfillment)
- Finance (order value, forecast)
If a company has more than “a notebook and Excel” for orders, SOT makes sense.
What problem does SOT solve in practice?
- Unclear orders (where is which order, what is the status)
- Unconnected records (Excel + paper + different files)
- Unclear delivery status (what has been delivered, what is waiting)
- Duplication of entries (the same customer multiple times)
- Errors in orders (incorrect quantities, prices)
- Loss of control as the number of orders grows
- Inaccurate forecast (you don’t know how much you will actually earn)
What does the user get with SOT?
Unified database
All data is connected:
- orders
- customers
- order items
- status and history
- financial values
👉 One entry – used everywhere.
Orders (complete management)
The system maintains:
- automatic order numbers (SO-YYYY-NNNNNN format)
- order details (customer, date, currency, status)
- order items (products, quantities, prices, discounts, taxes)
- automatically calculated totals (per item and per order)
- fulfillment tracking (how much has been delivered of what was ordered)
With the ability to:
- viewing all orders
- filters (by status, period, customer, currency)
- search (quick finding)
- export to CSV and Excel
Orders are linked to customers and finances, which means fewer errors and more control.
Customers (central record)
SOT enables:
- complete customer records (company name, contact person, phone, email, address)
- tags and notes (organization and additional information)
- linking to orders (all customer orders in one place)
- duplicate detection (the system warns of possible duplicates)
Customers entered once – always available in all orders.
Status and order tracking
SOT enables:
- status engine with rules (valid transitions between statuses)
- history of status changes (when and why the status was changed)
- fulfillment tracking (automatically calculated % of fulfillment)
- recognition of “stale” orders (90+ days without activity)
- smart close suggestions (suggestions for closing completed orders)
At any moment you know:
- the status of each order
- how much has been delivered
- what is waiting for action
- what needs to be closed
Dashboard and forecast
SOT offers:
- overview of open orders (number and value)
- value of what was delivered this month
- recognition of late orders (past ETA date)
- sales forecast (with probability of realization)
- health check insights (daily insight into the situation)
This enables:
- a clear insight into the sales flow
- control of realization
- a more accurate earnings forecast
Reports and export
SOT offers:
- export of orders to CSV and Excel
- export of customers to CSV and Excel
- filtered reports (by period, status, customer)
- complete data (all columns, all information)
Reports can be exported for further analysis in Excel or other tools.
Licensing (Hardware ID)
The application has:
- Hardware ID based licensing (16 digits)
- demo license (7 days automatically)
- premium license (from date to date)
- lifetime license (without restrictions)
The data is locally with you, under your control.
Data security (Backup & Restore)
The application has:
- manual backup with one click
- automatic backups on closing (optional)
- possibility of restoring data (restore)
- rotation of backup files (retains the last 20)
The data is locally with you, under your control.
Localization and currencies
SOT supports:
- 5 languages (Serbian, English, German, Spanish, Chinese)
- 10 currencies (RSD, EUR, USD, GBP, CHF, CNY, JPY, CAD, AUD, SEK)
- easy switching between languages and currencies
- complete localization (all texts, messages, dialogs)
The application adapts to your language and currency.
What does a typical workflow look like?
1. Customer entry (once, used in all orders)
2. Order creation (automatic number, customer selection, date)
3. Adding items (products, quantities, prices, discounts)
4. Status tracking (status change through workflow)
5. Delivery entry (how much was actually delivered)
6. Fulfillment tracking (automatically calculated %)
7. Closing orders (smart suggestions for completed ones)
8. Dashboard overview (statistics and forecast)
9. Export of reports (CSV/Excel for analysis)
10. Data backup (regular saving)
What does the user get with SOT?
Technical view
- Desktop application (Windows)
- Working without internet (offline)
- SQLite database (local, fast, reliable)
- Portable version (can be transferred to USB)
- Hardware ID licensing (one computer = one license)
- Multi-language support (5 languages)
- Multi-currency support (10 currencies)
When is SOT the right choice?
If you want to:
If you want to:
- have control over orders
- know the exact status of each order
- connect customers and orders
- reduce chaos as the number of orders grows
- have an accurate sales forecast
- quickly find information
- export data for analysis
ZEN BOX INFINITY | SOT turns scattered order records into a unified, controlled sales management system. Simple. Reliable. Professional.