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When your salespeople place a request for a quotation or a sales order online, WebSalesForce provides a list of their customers. Then, the salesperson can simply select a customer from the list and proceed to create a sales order or quote.
In the Place Quote/Order function, the salesperson can chose the inventory items for an order or a quote. Detailed information about the inventory item is also available such as: on-hand and available quantities, price, item description, remarks and item image. They can also refine the list provided by selecting only the product type of their choice or by entering criteria in the Filter area.
The system displays salesperson-specific information - your salespeople only have access to view Sales Quotes, Sales Orders, Outstanding Balances, Invoice Query, Cash Receipts and Customer Listing for their own customers.
The Outstanding Sales Order function allows your salespeople to verify status of their outstanding orders as to whether or not the order is on-schedule, the shipped and unshipped amounts, and the sales order amount. Each order is displayed and can be clicked on to view shipment details, order quantities and backordered quantities. As an added feature, salespeople can click the Detail option to display and print the actual sales order document.
The Outstanding Balance function generates a list of outstanding invoices for each customer. For each invoice, the total invoice amount, paid and balance amounts are shown in the grid. If you want to view the line items covered by the invoice, simply click the invoice number.
Your salespeople can use the Invoice Query function to view all the invoices (paid or outstanding) created under their customers’ accounts. This function displays the total of all sales billed to the customer from the time the customer record was set up until the current date, including any beginning balance that was recorded.
The Cash Receipts function displays the total collections from your sales professionals’ own customers from the time the customer record was set up until the current date. This window is automatically updated every time receipts are posted in the Accounts Receivable module.
The Customer Listing link enables your salespeople to view the Customer Listing window that contains the details of the different transactions for each of their customers. For each customer, your salespeople can see the links to Invoice, Transactions and Statement.