Customer Order Entry/Contact Management/RMA Field Service

Using familiar pop-up windows, online help and power keys, Finesse makes high-productivity data entry and retrieval easier than ever. Customer order alterations, allocations, picking and shipping are all handled quickly online. And because pricing structures vary, Finesse provides extensive options that include contract, group and promotional pricing as well as discounts and quantity breaks. Any and all of which will be controlled by your effective dates. You can even maintain a complete sales catalog with the capability to configure orders and quotations.

Add in Customer Order Entry's powerful sales analysis tool sand seamless integration with all of the Finesse modules and you easily keep all of your customer orders in perfect order.

GENERAL FEATURES

• Multi company, customer, salesperson, billing address, shipping address, sales area capabilities
• Multi project, plant and warehouse capabilities
• User-defined data
• Sales catalog/part interface
• Run inquiries including: detail, pinpoint, customer order entry, scroll and summary
• Report writer provides all standard reports in multiple formats

CONVENIENCE AND CONTROL

• Ability to generate customer invoices during order entry
• Rules-based product configurator with user-defined features and options
• Product options and dependencies
• Order picking, shipping and carrier information
• Stock from locations
• Substitute, obsolete, supersede products
• Four unit of measure conversions for each part

CUSTOMER PROFILE

• Credit limits
• Customer part number cross-reference, purchase order history and credit ratings
• Define active and inactive customers

PRICING

• Customer-specific, group, quantity, volume and promotional pricing
• Handle quotes, standard and non-standard discounts and payment terms and time-phase quantity breaks
• Handle tax codes, calculations and exemptions
• Phase-in/out effective dates

TRACKING

• Automatic customer order and line number tracking
• Lost orders tracking
• Multi “ship to” addresses for each order
• Online priority quantity reserve
• Order status
• Partial shipments
• Projected order schedules