Advanced ordering methods

All ordering methods are designed to optimise your stock and meet customer demand, whether triggered automatically by Just in Time and back-to-back processes, submitted via an online purchase request or received from the forecasting module. Customer quotations can be seamlessly progressed into orders and pro forma or invoices while prompting up-selling and cross-selling opportunities. Fast order entry is facilitated by order templates, which can be duplicated or tailored to fit customer buying trends, and the required items ring-fenced out to ensure your priorities are met.

Authorisation

Every confirmed order can be put through a pre-defined authorisation process encompassing appropriate levels and details of approval. Similarly, you can specify a workflow for fulfilled orders, including for example, separate stages for accepting, registering and approving the purchase invoice.

Detailed stock records

Finding a stock record is quick and easy, whether you have 10 product lines or 10,000. You can search on multiple indexed fields or pick from a list and filter it. Each stock item is identified by an alphanumeric code up to 25 characters long, a name and a multi-page description. It can be further enhanced by a bar code, a serial number and a photograph or graphic as appropriate. You have sufficient scope and flexibility to describe each item as you would in a brochure or catalogue, making it very easy for your staff to identify items that they're selling.

Out of stock and equivalent items

If an item is out of stock, then the system will offer to place an equivalent purchase order and will automatically recommend your specified alternative so that the customer can be satisfied immediately. Where an item ordered is part of a kit or a bundle, the system will prompt the addition of dozens of similar and /or cross-sell items.

Stock prioritisation

Specific stock can be ring-fenced at the time a sales order is raised (or subsequently as required). These reservations are flexible enabling prioritisation in any way that suits your business, from ensuring that your oldest stock is used first to guaranteeing that orders for your top customers are shipped first. This facility also enables your dispatch team to plan cost-effective delivery routes. As goods are shipped to customers you have the option to update the Nominal Ledger. (see 'Real time integration to nominal' above).

See also:

• Workflow forms
• Inventory & stock control > availability & visibility
• Procurement & supplier management > invoice approval workflow