Sales management
Rich functionality controls every process and sub-process that drives the sales department. Starting with intelligent order entry and leading though a seamless chain of automated, auditable processes including cash, commission, currency, discount and credit management; gross profit control and profit check; lost sales tracking; order structure, configuration, summary and settlement; sales order allocation, delivery and invoicing; order scheduling, surcharge, price and tax handling; sourcing policy management; vendor managed inventory.
Customer rebates
Make sure customers are only ever charged the right price, with a fully automated, accurate, integrated rebate capability that saves administration expenses, reduces costly errors, enables margin control and keeps track of expected rebates. Functionality includes dynamic rebates for different regions and industries, rebate statistics, profit and margin calculations, generation and maintenance of payments, and accrual to Financials.
Automated requests and returns
Keep customers happy, even when there’s a problem, with automated complaints handling for an easy, fast and smooth customer experience. Including alerts of returns and approval to send a replacement or do repairs; providing customer service personnel with detailed information; automating all actions and paperwork; calculating percentage refunds; tracking product through end-to-end process back to supplier; initiating recalls and monitoring their return if part of a batch; making staff aware if a product is put back on the shelf; and reporting on trends in order to continually improve quality levels.
Product configuration
Give your customers choice and respond quickly to requests while maintaining control of the supply flow. Create one-off products from standard parts without having to add new products, but maintaining the ability to, if required. Set rules on product assembly and parts, enabling products to be built using these combinations to suit customers’ needs, automatically testing different options, generating quotes, and calculating cost price and item or customer margins. If an order is placed order structures can be created for warehouse personal to gather and package the different products in stock. If production is required then BOM (bill of materials), BOR (bill of routing), operation lists and pricing are automatically created.
Customer portal
Give customers flexible self-service access to credit status, invoice status, payment and order entry.