|
|
Standard |
|
|
| 360-Degree View of Customer |
 |
|
Unlimited contacts split by type |
|
|
Customer Contact centred view |
|
|
Notes history |
|
|
Emails history |
|
|
Activity history |
|
|
Case history |
|
|
Opportunity history |
|
|
Document 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 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 |
|
|
|
|
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 |
|
|
|
|
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 |
|
|
|
|
Return Management RMA |
|
| Return Options like Accept
( Replace or Credit) and Decline (Scrap or Return) |
|
|
Recurring Sales Orders
and Contract Orders |
|
| Contract Sales Orders
when a large order is agreed and then shipped over time |
|
|
Recurring Sales Orders
when customers have repeats at regular intervals |
|
|
|
|
Ship To View of Customer |
|
|
Relations to other Entities |
|
|
Service Contracts with
SLAs |
|
|
Active / Not Active Flag
so it will or will not appear in the search lists |
|
| Custom Forms & Notes
for Individual Customer Documents |
|
|
Business Intelligence
for example delivery performance to our customers |
|
