More About the Sales Module
Sales
- Quotes
- Orders
- Invoices
- Integrated credit card authorization & processing
- Planner and task management
- Sales analysis tool
- Marketing/lead source management tool
- EDI: electronic data interchange capable
- Job Costing
Integrated CRM (Customer Relationship Management)
- Lead Source Management w/Promotions
- Contacts and integrated correspondence tracking
- Email sales documents & statements
- Bulk Email
- Tasks & Reminders
- Planner
- Quotes & Sales Opportunity Tracking
Order, Invoice, Credit Memo Processes
- Modifiable Invoice, Quote and Order forms
- Fully configurable line item columns
- Order templates
- Order margin
- Flexible pricing model/price schedules
- Discounts/Promotions management
- Lead source tracking
- Backorders
- Integrated Credit Card Processing
- On-screen sales analysis tools
- Comprehensive sales master screen
- Print Pro-Forma and/or Commercial Invoices
- Support for GST/PST taxes
- User-Definable Surcharges. (I.e. Fuel or handling charges.)
- Lot or Serial Number based fulfillment
Shipping
- Integrated UPS, FedEx and other shippers
- Unlimited Billing/Shipping Addresses
- Ship from multiple warehouses
- Required Ship Date (by line item)
- Tracking number status lookup
- Shipping notification emails
