Order & process management

An end to paper chaos and Excel sprawl.

HaiSoTec Vorgano · Order management, no ERP

From request through quote, order and delivery note to the e-invoice in one system — for trades, service providers and production-oriented businesses.

  • Quote, order, delivery note and invoice
  • E-invoicing obligation met — built in, no add-on module
  • Signature on a tablet at the customer's site
  • Warehouse and materials included — vans too

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Made in GermanyZUGFeRD / Factur-XHosted in Frankfurt (EU)GDPR-compliant
Made in Germany
Fully hosted by HaiSoTec
Google Cloud
ZUGFeRD / Factur-X
Microsoft 365
Google Workspace
Digital signature
Vertex AI
GDPR-compliant
Hosted in Frankfurt (EU)
Auto-scaling
Automatic updates
§ 14 UStG
Audit logs
Multi-tenant separation
Real-time collaboration
Quote to invoiceOne system, no manual transfers between systems, no double entry
E-invoicing-readyZUGFeRD / Factur-X out of the box · XRechnung-compatible
Digital signatureSHA-256 secured, tamper-evident audit trail
In everyday work

What you gain in practice

Keeping the overview

Every order is findable without asking around

Customer orders are created, tracked, and completed centrally. Clear status overview and transparent tracking of open and ongoing work.

  • No searching, no follow-ups, no information loss — all information is available at any time.
Order overview with status and amounts
E-invoicing

Ready for the German e-invoicing obligation

From 2025, German companies must be able to receive electronic invoices in B2B transactions — and to send them in the following years. HaiSoTec Vorgano delivers this out of the box, without add-on modules or external software.

  • E-invoicing obligation technically covered
  • ZUGFeRD- and Factur-X-compliant (EN 16931, embedded CII XML)
  • Gap-free sequential invoice number per § 14 UStG
  • Optionally with digital signature (SHA-256 secured)
Invoices with PDF and ZUGFeRD XML export
Signature on a tablet

Signed on site, PDF filed immediately

The customer signs straight in the browser on a tablet or phone. The signature is SHA-256 protected, embedded in its own PDF page, and archived — for delivery notes, quotes, invoices, or any other PDF.

  • Legally valid for informal transactions (§ 127 BGB)
  • SHA-256 integrity check per signature
  • Dedicated signature page in the PDF (name, company, date)
  • No printer, no scanner, no returned paper
Delivery note with digital signature
Stock & materials

You know what is where — vans included

Items, stock, and reservations belong to orders — not to Excel. With vehicle, main, and customer stock, serial-number management, and a virtual ticket warehouse.

  • Unlimited storage locations (main, vehicle, customer) — freely configurable
  • Serial-number management with its own admin page
  • Per-order reservations with supplier and order status
  • Virtual ticket warehouse shows all quantities booked on open processes
Storage locations including vehicle and customer stock
From quote to order

One click turns the quote into an order

Full quoting module with partner selection, item positions, discounts, tax rates, and validity periods. Automatic, gap-free quote numbering.

  • Convert to an order in one click — no duplicate entry. Quotes are generated as PDFs and archived in the system.
Quote with line items, discounts and totals
Switching over

Moving off Excel costs you no fresh start

Bulk import for partners, items, orders, and contracts. Existing records are matched by number and merged — empty fields never overwrite anything.

  • Reference IDs (tax rate, payment term, payment condition) are validated. Umlauts and Excel exports are handled reliably. Templates are available as downloads.
CSV import matching existing records
Live overview

Dashboard & analytics

See at a glance what's due today, where capacity sits, and which numbers flow into billing.

Dashboard with open processes and SLA monitoring

Personal dashboard

Today's working time, open assignments, recently handled items, and upcoming calendar events (if connected) — right at login.

Real-time KPIs

Total, open, closed, average handling time, reopen rate, and distribution by status — with freely selectable ranges (day, week, month, quarter).

Exports for billing & controlling

Structured data as PDF, CSV, or directly as invoice basis. All reports can be filtered, sent by e-mail, and exported.

What else comes with it

Tasks are created directly from orders or independently. Responsibilities clearly defined, priorities visible.

Maintenance contracts, service agreements, or framework contracts are directly linked to customers and orders.

Working hours are booked directly to tasks. This means: a clear basis for costing and clean billing.

A structured solution suggestion in German, right on the process — on demand, never unsolicited. Email addresses, phone numbers, IBAN and credit card numbers are masked beforehand.

From quote to invoice — no ERP needed

Business partners, quotes, orders, delivery notes, e-invoices, and warehouse — all in one application. No separate ERP licence, no months-long rollout, no interfaces between systems.

Everyone sees the same thing, instantly

New line items, status changes and assignments appear immediately for every colleague — with no reload. Anyone working on the same process sees the current state, not the one from five minutes ago.

Process flow

One system — from request to invoice

Every document links to the next. Every time booking flows into billing. Every item booking reduces stock. No isolated data silos, no manual transfers between systems.

  1. Partner
  2. Quote
  3. Order
  4. Ticket
  5. Time
  6. Item
  7. Delivery note
  8. Invoice
Managed cloud · no in-house IT needed

We run the platform. You run your business.

The platform runs on Google Cloud in Frankfurt, operated by HaiSoTec. No server room, no DevOps role, no weekend maintenance windows — you focus on your business, we keep everything running.

  • Hosting done for youNo server installation, no data centre, no IT staff to operate it. We maintain the infrastructure — you just use the product.
  • Scales with your growthWhether 5 or 500 users — the platform scales automatically. No tuning, no migration as you grow.
  • Automatic updatesNew features and security patches are rolled out continuously. No update weekends, no client installs on staff devices.
  • Accessible anywhereAny modern browser, any device. No VPN, no client installation, no IP allowlisting required.
Over 35 configuration pages

Admin configuration — no developer ticket needed

Over 35 configuration pages in the admin area. Adapt the system directly to your processes — no ticket, no release cycle, no waiting.

Access & users

UsersGroupsPermissions (20+)Roles

Processes & lifecycle

CategoriesSubcategoriesPrioritiesTicket statusesTicket typesTicket templatesRecurring ticketsTicket defaultsChecklists

Projects, quotes, orders, contracts

Project statusesProject defaultsQuote defaultsOrder defaultsContract defaults

Communication

NPMs (shared mailboxes)System e-mail configBlocked e-mail domainsE-mail templatesContactsPartner assignment

Billing & finance

Company profile & logoTax ratesPayment termsPayment targetsPrice listsText templates

Master data

Work typesWork locationsData import (CSV)

Warehouse & items

WarehousesArticlesItem groupsManufacturersSerial numbersGoods receiptReservations

Design & branding

Design (colours & logo)

Where the system typically runs

Tradespeople

Perfect for businesses looking to organise orders, materials, and working hours efficiently.

Central order management
Material management with warehouses
Time tracking per order
No more Excel spreadsheets

Tradespeople — Organise orders, materials, and working hours centrally.

Customer orders, materials, and vehicle stock centralised in one system — Excel becomes redundant.

Working hours are booked directly onto orders and can be analysed at any time.

Service companies

Ideal for service-oriented companies with transparent workflows.

Structured order tracking
Documentation of all processes
Traceable billing
Clear responsibilities

Service Companies — Organise orders in a structured way and manage processes transparently.

All processes centrally documented, services clearly assignable, and cleanly billable.

Defined responsibilities create clear workflows and efficient collaboration.

Production-oriented SMEs

For small and medium-sized businesses with production or manufacturing processes.

Transparent material planning
Order progress at a glance
Warehouse and inventory management
Integration into existing processes

Production-oriented SMEs — Keep materials, orders, and stock levels structured and in view.

Material planning transparent, directly linked to orders — progress traceable at any time.

Integrated warehouse and stock management that fits flexibly into existing workflows.

Field service & workshop

Optimal solution for businesses with field service, workshop, or warehouse.

Mobile access options
Manage vehicle stock
Process orders on-site
Real-time communication

Field Service & Workshop — Process orders flexibly — in the office and on the go.

Mobile access to orders and customer data, vehicle stock managed in the system.

Process orders on-site, sign delivery notes on a tablet — with no manual data transfers in between.

Technical foundation

What the system runs on in production

Instead of anonymous promises: the concrete interfaces, platforms, and standards we work with daily — verifiable in the live environment.

  • ZUGFeRD / Factur-X / EN 16931Hybrid invoices with embedded XML data, compliant with the e-invoicing mandate
  • PDF generation with pdf-libInvoices, delivery notes, and quotes generated server-side — including embedded ZUGFeRD XML and optional signature
  • Digital PDF signature · SHA-256SHA-256-secured audit trail, signing in the browser or on a tablet
  • Google Vertex AIAI assistant for solution suggestions on a process (title + description; email, phone, IBAN and credit card masked)
  • Firebase / Firestore · FrankfurtMulti-user real-time, EU hosting, multi-tenant separation by default
  • Audit-proof historyEvery change to an order, delivery note, or invoice is traceable with timestamp and user — complete audit logs per entity
  • Browser-only · no client rolloutRuns straight in the browser — on tablet, laptop, or desktop. No client installation, no admin rights required on staff devices.
  • Microsoft 365 (optional)Integration available, never required — also works with other mail systems
Rollout

Rollout in three steps

From the first conversation to productive use — a clearly defined path with no surprises.

  1. Assessment

    We review your processes, roles, and goals in 30–60 minutes. You'll know exactly what the platform can and can't do.

  2. Configuration

    Your tenant is set up: statuses, categories, roles, default values, e-mail and PDF templates. Master data conveniently via CSV import.

  3. Go-live with training

    Compact training for admins and end users. Followed by direct support via e-mail and phone in the first weeks.

Try first, decide later

Test tenant on request — ready to use, with sample data

See the system in your own environment, not in a video. After a short call we provision a test tenant with anonymised sample data — including setup and onboarding guidance.

  • Provisioning typically within 48 h after the initial call
  • Free and non-binding — no credit card required
  • Realistic sample data instead of an empty demo shell
  • No automatic renewal, no hidden costs
Request a test tenantShort call, then access typically within 48 h

Frequently Asked Questions

Frequently asked questions about our order and process management system. Find quick answers to the most important questions.

Who is HaiSoTec Vorgano suitable for?

For tradespeople, service companies, production-oriented small and medium-sized businesses, and businesses with warehouses, workshops, or field service — in short: for everyone who wants to grow without drowning in administrative overhead.

Which e-invoicing formats are supported — including XRechnung for the public sector?

HaiSoTec Vorgano generates PDFs with embedded CII XML per EN 16931 (ZUGFeRD / Factur-X). With the optional BuyerReference (BT-10), the system is also XRechnung-capable — relevant for suppliers to municipalities, public authorities, and public-sector customers.

What does ZUGFeRD / Factur-X compliant mean concretely?

The PDF invoice additionally contains a structured XML file per EN 16931. Recipients can process it in both human- and machine-readable form. This matches the German (ZUGFeRD) and French (Factur-X) standard.

Can customers sign delivery notes on a tablet?

Yes. The customer signs directly in the browser on touch devices. The signature is protected with SHA-256 and attached to the PDF as a dedicated signature page. Legally this is a simple electronic signature with a strong audit trail — valid for informal transactions such as delivery notes, quotes and acceptance protocols under German § 127 BGB.

Do I need an ERP system to use HaiSoTec Vorgano?

No. The system is deliberately designed as a standalone solution and focuses on order processing, tasks, materials, and time tracking — no ERP required.

Can I manage multiple warehouses?

Yes. The system supports multiple storage locations — e.g. vehicle stock, central warehouse, or customer-specific storage.

How is working time recorded?

Working hours are booked directly to tasks and remain permanently linked to the respective order — transparent, traceable, and billing-relevant.

How are orders prevented from being lost?

Every order is centrally documented, clearly assigned, and remains visible until completed. Status changes are logged in a fully traceable way.

Can I map maintenance contracts?

Yes. Maintenance contracts, service agreements, or framework contracts can be linked directly to customers and orders, and recurring services can be structured accordingly.

How do I migrate from Excel spreadsheets?

Via CSV import: download the template, upload the file, and the system validates references and umlauts. Existing records are updated by number — empty fields never overwrite anything.

Are there projects, checklists, and a customer portal?

Yes. Processes can be grouped into projects (including a project archive), checklist templates support recurring workflows with a per-process tick-off status, and the customer portal lets your customers view the status of their own processes.

Do you provide a data processing agreement (DPA)?

Yes. As the hosting provider we sign a GDPR-compliant data processing agreement (DPA). The draft is shared in advance for your review.

What happens to our data if we terminate?

On termination you receive — upon request — a full structured export (CSV / JSON) including attachments, documents, and invoice history. The export is provided by us as a service. After an agreed retention period, your data is deleted in a documented process; backup copies expire automatically with the regular backup retention cycles.

Bring clarity to your processes now

Would you like to see how HaiSoTec Vorgano can be deployed in your organisation? HaiSoTec GmbH will happily walk you through the options — individually and without obligation.

What would you like?

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Prefer to reach us directly? Mon–Fri 9 am–4 pm: +49 7474 3199681·vertrieb@haisotec.de