Sales & Customer Relationship Management

Ever wonder what's in the pipeline for sales? Wouldn't it be nice if your inventory planning could be based on actual forecasts and open orders? AcctVantage ERP integrates sales operations with your inventory, purchasing and accounting to make resource planning easy.

Easy Quote & Order Entry

AcctVantage ERP Quote and Order entry processes can be tailored to your operations. You can add or remove info from the screen to streamline order taking. Orders can be easily tracked from entry through fulfillment and invoicing. Quotes are easily converted to orders, or even multiple orders for a single quote!

Customer specific pricing and inventory availability info is automatically checked so your sales staff won't worry about mis-quoting an item or selling stock that isn't there. And with direct ties to the purchasing system, drop ships and backorders are handled with ease.

AcctVantage even checks your customer's credit and alerts staff to credit hold or COD status.

Other Order Entry features:

- Unlimited Billing/Shipping Addresses

- Ship from multiple warehouses

- Modifiable Invoice, Quote and Order forms

- Integrated, web based, credit card authorization

- Line item specific Required Ship Dates

- Print Pro-Forma and/or Commercial Invoices

- Support for GST/PST taxes

- User Definable Surcharges. Fuel or handling surcharges for example.

- Lot or Serial Number based fulfillment

- Easy Credit Memo processes

Customer Relationship Management

Sales people hate processes. And they’re not always good about telling you what’s going on. AcctVantage ERP’s integrated Customer Relationship Management features contact and task management, correspondence notes, quoting and order entry processes that are so easy your staff will actually use them.

The Sales Master process in AcctVantage gives sales staff a home-base for all client related activity. In one screen, they can review to-do items, catch up on correspondence, review open quotes and orders and research a client’s history.

When your sales team is on top of things, everything else just flows right through; you can plan your inventory needs, forecast cash flow and figure out where your marketing dollars are doing the most good.

Opportunities & Forecasting

Expecting a big order, working a long-term deal or planning for a seasonal upswing?

Opportunity tracking in AcctVantage will help you predict sales by assigning a probability to close your deal, expected close date and other info to help manage the sales process. And the forecasting process ties your open orders in to the Materials Resource Planning (MRP) module to ensure that you have inventory available when needed, without your stock gathering dust.

Sales Analysis

Knowing a customer’s history is critical to providing good service. AcctVantage ERP’s unique cross-referencing feature let’s you see every item that a customer has bought or been quoted. Two mouse clicks gives a complete history of item numbers, dates, quantities and prices allowing for easy up-sells and reorders.

Integrated Shipping

UPS, FedEx, DHL, USPS and others can be integrated with AcctVantage to eliminate double-entry of shipping details. When the process is complete, your sales staff has tracking numbers at the ready to provide great customer service.

EDI, Web Store & XML Integration

Do you have a web store? Or trade with EDI partners? Maybe a specialized order entry system? AcctVantage ERP supports imports via XML. Import new or updated client info, sales, payments and related info from any number of sources. AcctVantage ERP also includes a user friendly XML exporting that makes sharing your data with 3rd parties a snap.