Sales Management

Sales Management covers the mechanisms to manage Sales Deals and raise Sales Orders, either against a customer or for internal movement of stock between warehouses/sites.

The Sales Deals allow for a mechanism to manage customer orders over an extended period of time by allowing for the control of quoted versus approved pricing as well as quantities ordered. The Sales Deal Template mechanism allows for baskets of products as well as location based deliveries to be allocated against the customer. The Sales Order allows for tracking of its life cycle, including Quoting (Planning), Delivery Planning, and Delivery. Multi-Currency is supported. Integration into finance systems for importation, exportation, and synchronization is supported.

Sales Orders

Sales Management

Sales Order form the bases for details of what a customer wants to order from the organization. This includes the Inventory Items, Quantities, Prices, Locations to Dispatch to, Dates for Dispatch and Sales Person information. Multi-currency is supported to handle international sales orders.

Features:

Manually create a Sale Order and add all relevant information including Items, Quantities, Locations and Dates

Create Sales Order Based on a Sales Deal

Manage the Life cycle of the Sales Order

Import/Sync from a Finance System

Benifits:

Structured manor to track Sales order and Report on them

Sales Deals

Sales Management

Sales deal are a way for an organization to record, track and approves sale expected to be delivered over a month or so time period. This included the quoted and approved prices and quantities. It also deals the Scheduling of the Sales Orders to be dispatched of the days in the month. The customer pricing and changes in pricing each month are catered for.

Features:

Create Sales Deals using Customer Oriented Templates with rules and Items listed

Manage the Quoting and Approving of the prices and quantities

Create a Dispatch Schedule with all Sales Orders to be delivered

Comparison Reports to see if customer are order correctly against the deal these agreed upon

Benifits:

Comprehensive mechanism to track and manage Sales Deals and the daily breakdown of the Dispatches