Sales Management and Order Entry

The Sales Management and Order Entry module will improve your companies customer service and productivity. This module provides an easy to access storage point for all the information that an Inside Customer Service Representative or an Outside Salesperson might need to fill a customer order or answer a customer inquiry. Some additional features of this module are:

• Activities cane be scheduled in the system by salesman
• Customer/Prospect notes, available for view by all sales members
• Tracking of customer preferences, allows you to provide excellent customer service
• Real time open order status allows you and your staff to stay on top of operations
• Access to both open and invoiced orders by customer
• Order Copy function allows you to quickly perform order entry of repeat orders
• Quick access to customer credit information including available credit, current balances, and payment history
• Supports an unlimited number of ship to locations, and maintains a vast array of customer information such as: telephone numbers, fax numbers, and contact names for each location
• “Order Proof” capabilities allow for a quick management review of all sales orders
• The ability to do an instant look-up of inventory
• Order Acknowledgement and confirmations can be created and faxed from the desktop
• Supports drop ship sales, contract converting, and as-is sales.