Sales Order Processing Software - Customer Module of Interprise

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Key Features
Screenshots

Key Features

Standard

Customer Records

360-Degree View of Customer

Unlimited contacts split by type

Customer Contact centred view

Notes history

Campaign Waves the customer has been part of.

Custom Pricing, Multi Level Breaks & Promotional Pricing

Trading comparisons

Transaction history with attachment drill down
(like signed delivery notes for invoices)

Transaction dispute feature

Outstanding Quotes

Outstanding Orders / RMAs

Recent Sales - Cross Sell Up Sell opportunities (like Amazon) (which show
what the user has bought from us and alerts us to the fact that people that
buy these items also buy other items and we should ask the customer if they
buy them and if they do why not from us).

Buying Patterns (compares what they used to buy from you with what they
do now and alerts you to changes so you can ask the customer are they still
buying it and if so why are they buying it somewhere else now).

Auto Inactive Customer Routine
(Flags customers as inactive if not contacted for XXX days)

Credit Control

Credit Control management with send copy invoice feature,
enter notes and payment promised dates

Overall Credit Control Management with Debt Analysis

Predicted Cash Flow (based on average number of days it takes
individual customers to pay applied to their outstanding debts).

Statement & Debtor Letter Production with Lowest cost routing of documents

Interest Invoice Creation Routine on Statement run

Agent / Sales Rep Management

Sales Rep/Agent Management

Sales Rep/Agent Commission Calculation Routine

Sales Rep/Agent Linked Customers/Transactions/Orders

Option for Custom Form Templates for Each Customer

Sales Order Processing

Customer Sales Order Processing

Different terms for each order option even if for the same customer

Pick Multiple Items in an Order at once

Sell Stock and Non Stock items

Special selling interface for Matrix Items

Special selling interface for Kit Items

Order Entry Cross sell Up Sell (prompts the user entering the
order and allows them to easily add qty to the order on the fly)

Order Entry Accessories and Substitute (prompts the user entering
the order and allows them to easily add qty to the order on the fly)

Due Dates on every item line

Profit Calculation by item line and overall order

Drop ship option by item line (defaults from item set-up)

Allow back order option per order (defaults from customer set-up)

Allow multiple payments to be made against an order

Online Credit card authorisation (if subscribe to web service)

Audit Trail to see who has done what per order

Stock Qty Information with drill down on order entry.
E.g. if there is a qty on purchase order by drilling down on the
qty the user can see which orders, due dates and qty are coming in.

Allocation on Order Entry to promise a customer stock

Options to Change Locations and serial numbers/Batches on order entry

No Part Ship flag on sales order

Sales order item line minimum margin preference

3rd Part Warehouse confirm order delivery interface

Tax / VAT Inclusive selling price orders

Customer Pricing

Pricing Methods are numerous and simple to implement like Retail or
Wholesale as defaults combined with Mark-up % on Last Cost or a Pricing
Cost, Product Group Discount Bands, Last Price they Paid, or Special Price
Lists with Qty Breaks and Promotional pricing and Specific Customer
Pricing on specific items.

Copy & Import Price List Options

Multi Currency Price Lists

Export Customer Price List with all permutations of setup.

Status Driven Order Processing so you decide if you want
separate credit approval, pick notes and invoices.

Additional Status Driven Order Processing stages order
acknowledgements, packing notes and delivery notes

Printing in Batches or individually

Options to Print My Unprinted or All Unprinted or Reprint

Consolidated Picking Notes Feature to pick in Waves

Auto Allocation Routine so you can pick by warehouse by
Delivery Route, Customer Rank, Sales Order number, Item
Due Dates, Item and then allocate stock to orders.

Detailed Confirm Pick and Pack Routine which allows for re-picking
non found items or changing qty, locations, serial number/batches easily

Consolidation of Orders to one invoice for the same customer with relevant
information on item lines like source document, customer order numbers etc.

European SSD Analysis / Intrastate