Validation

Validation « Scroll over image for detail or click to expand.

Access solutions come with in-built checks to help maintain your profit margin. For example, each order is validated against availability, prices, discounts and special offers, while customers are checked against their credit limit and payment history. Only then is the order accepted into the batch for processing.

User definable workflow

One-step workflow routines require one member of staff to validate everything on each order. Multiple steps force each order to be reviewed by many staff or departments, breaking the task into checks based on the customer (e.g. credit check, special terms check), the goods to be despatched (e.g. availability, price), logistics (e.g. available transport, economic routing) and any other factor important to your business.

Authorisation and alerts

Sales staff are alerted when their customer accounts place new orders. Management is advised when large orders are received. Relevant staff are notified when orders are ready for their attention or action. As credit limits and due days are breached, a series of reports and alerts prompt the appropriate action. Setting 'next action' dates ensures the system prompts activity.

Orders on hold

The system will automatically flag orders on hold where the customer is over their credit limit - or where the order value will take them over it.

Making a profit

Profit per line and per order in total is calculated and displayed (can also be hidden) throughout order entry. The system will warn if an item is proposed to be sold for less than cost price. Profit can be reported and explored by customer type, product type and any customer demographic.

Further information:

• Download a case study
• Contact us

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