Sales Support

Quotation processing

  • Allows quotes to be entered for non-existent debtors and stock codes.
  • Previous quotes can be imported and used for basis of new quote generation.
  • Quote can be released directly to Sales Order or Invoice.
  • Special pricing can be optionally updated when quote is released.
  • Multiple layouts of quotes can be used.
  • Quotes can be used to notify customers of upcoming price increases.

Sales Order Processing

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  • Full backorder and forward order processing.
  • Comprehensive customer pricing and discount structure.
  • Individual or Bulk pick slips can be used.
  • Multiple orders can be released to a single invoice.
  • Easy access to customer and stock information from within the Sales Order Entry program.
  • Interface to third party Scan & Pack solutions.

Advanced Sales Management

  • Customer profiles are maintained of all items previously purchased by customer.
  • User defines how long an item remains on the profile without being purchased.
  • Can copy profile from another customer to new customer for ease of ordering.
  • Template profiles can be setup for Customer Categories.
  • Customer order forms and Price Lists can be printed for customer profiles.

Telesales Management

  • Call schedules can be created by operator for daily, weekly or monthly schedules.
  • Sales rep visits can also be scheduled.
  • Tracks success rates of calls made.
  • Calls can be re-allocated to another operator due to absence.
  • Reason codes can be created to determine why calls are unsuccessful.

Retail / Point of Sale

  • Simple to use POS Entry screen.
  • Transactions can be placed on Hold.
  • Fully integrated to special pricing matrix.
  • Payment of account can be made or sale placed on account.
  • Image of stock code available.

Ecommerce

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  • Allows Business to Business internet ordering.
  • Full account details including outstanding transactions can be displayed.
  • Special pricing fully supported.
  • Confirmation of order is emailed back to user.
  • Picking Slip can be automatically printed when order is placed.
  • Easy configuration of site details.