erpsoftware

Our sales management tools are purpose built for account based customer relations. Your account managers will have everything they need to work with an account right at their fingertips.  Sales summaries, contact lists, open quotes and orders, credit history, inventory availability, etc. are all right there so questions can be answered, deals made and orders taken.

Your sales staff will have instant access to what’s on hand, what’s been spoken for and what’s expected to arrive so they can make – and keep – promises for delivery.  They can even get this information and place orders on the road via our simple to use iPad app.

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 with Promotions
  • Contacts and Integrated Correspondence Tracking
  • Email Sales Documents and Statements
  • Bulk Email
  • Tasks and Reminders
  • Planner
  • Quotes and 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/Prices Schedule
  • 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 ie: 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