Order Entry
A simple to use, single entry screen allows orders to be entered with the minimum of key depressions. Full enquiry facilities are available throughout order entry, including product sales history and previous customer orders of selected products. Products are easily located via their code, the supplier or a word within the description. Customer credit control information is always displayed and a free text comments screen is available. Multiple permanent or temporary delivery addresses are facilitated for each customer. The order weight may be viewed at any point during order entry.
Automatic Purchases
For locations that hold no stock, the ability to place purchase orders directly linked to sales orders is available.
Telesales
Ideal for the high pressure tele-sales environment where information is often incomplete or incorrect, multiple search and find facilities during order entry allow rapid identification of customer, product, and alternate product details. Customer sales profiles and special offer details are also available along with alternate products and associated products to optimise sales opportunity.
Credit Control
Various credit control options may be defined which then keep a continuous check on the customer's credit status during order entry. The credit limit and account status accounting for both existing debts and orders are easily viewed whilst the order is being built up.
Order Types
Order types available range from the instant production of invoices through to order entry creating back orders, credit notes and despatches to other warehouses.
Pricing and Discounting
Up to six different selling prices may be defined for each product and are applied according to the customer type. Different prices may be maintained for different locations enabling regional variation. Special offers, with both start and end dates can be applied and standard prices are returned automatically at the offer end date. Linked to order quantity discounting and customer type discounting a wide range of selling price facilities can be made available. The pricing structure may be overridden with re-defined individual customer pricing if required.
Stock Allocation
In times of shortage, stock can be allocated to individual orders and optionally re-allocated to more important customers. Available stock levels are continually displayed during order entry as are impending suppler deliveries with expected delivery dates. Similarly, where alternate products are available and acceptable to the customer, stock levels are also shown.
Picking and Packing
Once stock has been allocated against orders, individual picking lists can be produced. Completed picking lists are used to confirm the quantities which will be despatched or put on back order. There is also the opportunity to substitute alternate products and amend prices. |
Sales Analysis
A comprehensive and largely user defined analysis system enables customer service, sales performance and profitability to be closely monitored. Sales analysis may be held at many different levels e.g. customer, representative, product group, product code etc. Sales analysis is available for daily, weekly or monthly analysis, and is retained for several years.
Route Planning
Route summary sheets can be used to assemble all items required for a given route and van loading sheets, produced in either product or reverse drop code order, allowing loaders to quickly prepare each van. Consignment weights and route/drop lists allow the driver to deliver the goods efficiently and safely.
Enquiries and Reporting
Current and completed orders and invoices can be easily viewed via a variety of filters. Each may be located by number, customer, customer order or a value. Overdue and outstanding orders along with profit reporting ensure that delivery dates are met and enable security to be scrutinized.
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