SOP & credit control
Full visibility of stock levels, availability,
special terms and purchase history speeds order entry. Template-orders
and repeat billing tools help your sales team add value through
up-selling and cross-selling. Flexible account statuses and
multiple authorisation levels ensure every order is validated.
Picking
routines assist packing and cost-effective route management and all
orders are tracked from initial entry, from estimate or pro forma
through to delivery and sign off. Fully integrated credit
control software and SOP systems - with the ability to
drill-down to source documents and email them to customers when
talking on the phone - empowers your staff to prevent bad debt.
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Sales order processing diagram
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to expand.
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Find customers by their postcode, customer code or name, or pick
from a list sorted by region or salesperson - in fact, using any
information that speeds your selection. Similar flexibility enables
fast entry of each line item and stock code on the order.
Multi-selecting many items from a list or duplicating part of a
previous order adds hundreds of detail lines within seconds.
Customers enter their own orders on websites and self-service
forms, which are brought into your central system without any
re-keying. Quotes and estimates are converted into sales orders
with a single command, and immediately reserve stock as they enter
your workflow. More
»
Customers are validated against their credit limit and payment
history. The system checks stock availability, prices, discounts
and special offers for you so that every line item is priced
correctly. Price matrixes can provide a unique price or discount
for every combination of customer. Promotional prices are subject
to full date control. The system constantly checks and warns you if
your profit is put at risk. More
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Orders are picked to your criteria, from order date, size and
value to cost-effective delivery routes and carton size. Picking
lists prompt delivery notes so that invoicing follows. The progress
and status of every order is tracked through flexible enquiry
screens and integration with online tracking applications. All
documents can be sent digitally or printed as hard copy and an
electronic version automatically stored centrally for immediate
reference.
More
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Debtors who exceed their credit limit or due days are tracked,
monitored and analysed by demographic. Specific debts are allocated
to individual staff to ensure debts are chased at the right level.
Full information of issues and promises are immediately visible;
invoices and statements can be re-printed and emailed while on the
phone. You have all the answers to every question raised by the
customer and are empowered to resolve disputes on the spot.
More »
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