Sales & Service Overview
The Sales & Service system is specifically designed to satisfy enterprise processing requirements in areas of
Order Entry, Forecasting, Customer Service, Invoicing and other customer related activities. Sales & Service
is the gateway between the Sales, Manufacturing and Shipping departments.
Sales orders can be processed as with blanket orders or regular orders. They can be entered manually, by EDI
or through the Internet. B2B e-business applications can enable customer to place orders, change orders, track
inventory and monitor delivery and shipments. Order entry allows for an unlimited number of line items. A
customer's Credit and A/R detail can be viewed at time of order entry. Sales orders are fully integrated with
the Inventory and Production modules.
Sales Analysis is used to analyze sales in terms of total dollars, profit percentage, sales rep efficiency, etc. It also contains tools to rank relevant Sales information.
Customer Service Selection provides information from a cross-section of the entire systems' database. The
Customer Service area was designed to provide the Customer Service staff with the means to obtain a variety
of information related to the Customer, their buying, account status, and follow-up information.
- Allows for Blanket Order with multiple releases and normal one time sales orders
- Supports EDI & Internet release processing
- Offers flexible and contract pricing
- Inventory is visible at time of Order Processing
- Integrated with Production, Shipping and Accounts Receivable
- Supports multi-Location and Plant processing
- Offers drop-ship capabilities
- Flexible document formats
- Supports ASN & Electronic invoice processing at the shipping dock
- On-Line Inquiry of Customer service including Sales and Shipment history
- Full integration to the quoting module
- Extensive notes and comments
- Extensive sales analysis
- Offers on-line credit status
- Extensive Drill-down Inquiry options
- Extensive Customer and Item look-up capabilities
- Flexible Sales quote and estimating process
- Quote process is fully integrated with Inventory, Bills of Materials and Sales Orders
- Reports offer export to excel and email