Rapid order entry
|
|
Rapid order entry
« Scroll over image for detail or click
to expand.
|
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 processing 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 sales 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.
Quotes and estimates
Pro forma invoices, quotes and estimates are converted into live
orders with a single command simultaneously reserving stock and if
appropriate, checking the sales commitment on projects. First-time
sales orders convert prospect status to be customer status
eliminating re-keying and improving the accuracy of pipeline reporting
and sales management.
Cross-selling
Replacements are automatically proposed for superseded items.
Alternatives are proposed for a current item that is out of stock
or unavailable and you have opportunity to search by attributes
such as colour, size or price if the alternatives proposed do not
suit. Stock codes can refer to a series of items which are all
required to complete the sale (e.g. some products require packaging
and accessories that are generic to many other stock items and only
allocated at the point of sale).
Up-selling
You can create a list of associated products and services for
any stock item and prompt your operators to cross-sell them. For
example, products that benefit from accessories (such as a
computer) can be associated with a selection of goods that could
also be considered (such as a monitor, keyboard or cables).
Promotional templates can be configured to include lists of 'sale'
or 'slow moving' items that guide your staff through the sales
process.
Sales information
The system provides full information, descriptive text, diagrams
and photographs as appropriate making it easy for your sales staff to
process multiple campaigns without needing any prior knowledge of
the items being promoted.
Repeat billing
Historical sales orders can be duplicated in whole or in part
and scheduled to repeat at weekly or monthly intervals for speed
and efficiency. Flexible billing templates provide your customers
with flexible payment methods that attract and retain their
business and automate your billing schedules, cash receipts and
BACS collection. This ensures that each instalment is invoiced,
collected and recorded.
Orders entered by field based sales staff, remote offices and
van sales teams are all brought seamlessly into the main order
batch for processing. Customers who enter their own orders on web
sites or using software you provide for them have their entries
added automatically into the batch. EPOS systems and third-party
applications deliver orders one at a time or in batches.
Special terms
Ten 'standard' selling prices per stock item, line discounts,
total order discounts cater for most customer requirements. Price
Matrix, which enables you to set a unique price and unique discount
for every combination of customer and stock item, caters for the
rest. Promotional prices are restricted to specific dates and can
be withdrawn at will. Every price can be overridden if necessary.
Payment can be required within a number of days or by a specified
day of the month. Settlement discounts are available at two
levels.
Analysis
Selection of the correct analysis codes is automated. The
appropriate code is chosen using a combination of factors including
customer type (trade, wholesale, retail) and type of product
(hardware, software, consumables). You decide which analysis codes
feed into which nominal categories and the level of detail that
passes through. All analysis can be overridden if necessary.
Colour/Size Matrix
When dealing with multiple variations of the same product (e.g.
small, medium, large and different colours), restrictive coding
structures can slow down the order process. Colour/Size Matrix solves
this problem by providing a single entry screen for multiple entry
lines. Now, you can quickly view all product combinations and
simultaneously check availability and prices.
A simple extension of the Sales Order Processing (SOP) module,
Colour/Size Matrix boosts your ability to take orders quickly,
essential in a fast-moving retail/distribution environment.
Further information:
Evaluation, selection & implementation of accounting software
Inevitably the time comes when the business software that you rely on no longer measures up. Whether external market forces, business growth or lack of functionality drive the change, this guide will help you make the strategic decision about what to do next.
Find out more »
Blog
RSS
Twitter 
LinkedIn