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.
- 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- Identify and offer alternatives to superceded items.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.
- 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.
- 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.