Sales Order Management

Improve customer service, encourage customer loyalty and increase revenue through cutting-edge order management. Our screens have been designed with input from our customers to maximize information and minimize the effort required to produce a quote or an order.

Order Management

• Efficiently and accurately process orders with system-wide visibility into product availability.
• Offer alternative or up-sell products.
• Identify and offer alternatives to superceded items.
• View customer buying history, credit status and historical pricing data.
• Auto-generate orders by tagging and picking items from invoice history.
• Process and track cash sales.
• Automatically credit check orders with auto alert/hold when past due or credit exceeded.

Quote Management

• Track quotes by sales representative, customer or product.
• Provide customer and supplier due dates and assign individuals for follow-up.
• Automatically insert user-defined opening and closing paragraphs.
• Automatically create an order from a quote and track the quote-to-order hit ratio.

Price Management

• Accurately price sales orders and quotes through a powerful and flexible pricing engine.
• Manage customer pricing contracts.
• Provide deal or promotional pricing.
• Pricing based on last price charged.
• Quantity break pricing.
• Pricing by customer type.
• Rules-based combination pricing.
• Customer-defined pricing matrices.
• Customer best price.

Accurate Credit Processing

• Ability to pull lines from the original invoice to ensure proper credit processing.