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Main features of the Sales Management module

SUMMARY HIGHLIGHTS OF THE FUNCTIONALITY OFFERED BY THE MODULE

  • Multi-storage and multi-currency.
  • Free definition of all commercial operations
  • Business organizations.
  • Routes.
  • Price policy (base rates, offers, commercial and financial discounts, promotions).
  • Key aspects of the business relationship with customers (eg. agents / customers, articles, shipping addresses, taxes, risk limits).
  • Order types.
  • Types of distribution.
  • Formats of the sales documentation (budgets, orders, delivery notes, invoices, …).
  • Ways of sending documentation.
  • Sales budget management (creation and monitoring). Maintenance of history of modifications made to each budget.
  • Customer Order Management:
  • Automatic generation (from the acceptance of a previous estimate) or manual capture.
  • Option to assign authorization to approve or reject sales orders (authorization for all orders or only those who have exceeded the credit limit).
  • Possibility to automatically generate stock reserves in warehouses and / or production orders.
  • Option to automatically generate purchase orders from sales orders so that, when entering the purchase notes, the merchandise is reserved for those sales orders.
  • Confirmation, cancellation and closing of orders.
  • Telemarketing management with operators, weekly call lists with call assignments and article templates per customer.
  • Generation of expedition proposals.
  • Calculation of transport loads (load sheets).
  • Management of registrations and transporters.
  • Truck loading control.
  • Calculation of sales costs.
  • Automatic generation (from a previous order or shipping proposal) or manual entry.
  • Option to establish confirmation of the delivery note by the customer as a mandatory step before their final billing.
  • Option to make bulk changes to delivery notes (eg. item price update).
  • Intercompany replication processes.
  • Automatic posting of sales invoices.
  • Option to establish confirmation of the invoice by the customer as a mandatory step before accounting.
  • Repeat billing option based on a preset schedule.
  • Intercompany invoicing, with automatic creation of articles and sales prices in the destination company.
  • Control and settlement of commissions to agents based on sales or collections.
  • Possibility of document exchange with EDI – order integration (ORDERS), delivery notes (DESADV), invoice delivery (INVOIC) – and other platforms through XML and Web access.
  • Contract management with clients.
  • Management of commercial templates with discounts to customers. Accounting provision of the expense.
  • Complete traceability of each document managed in the commercial management (budget, order, delivery note, invoice, etc.).
  • A large number of reports available to exploit all the information generated in the commercial process with segmentation criteria at the following levels: markets, products, distribution channels, etc.