Sale management
Create professional quotations
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Quotation Builder
This feature enables you create a polished quotation within seconds. The use of predefined products, price lists, and templates help salespeople work more efficiently.
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Quotation template (1)
Custom quotation templates are designed in just a few clicks which can also be reused at later stages to save time.
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Sales warning generation
Setup warning before sending quotations for a specific product or to particular customers. |
Variants Grid
(1)
Sales orders now feature product variants displaying. All the possible combinations of a product’ attributes such as sizes, colors, etc. through a grid, or matrix.
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Reduces Data Entry
Designed to allow users converting the quotation to sales orders and invoices. |
Pro-forma
Create and send Pro-forma invoices to customers with within the same screen. |
Manage orders and invoices
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Sale order
Convert quotations into sales order with a single click. Save ti me with the ability to modify sales orders, sell product kits, and ship partial orders. |
Manage invoicing from sales orders
Invoicing is managed by ordered or delivered quantities based on time and materials. Easy tracking and follow up on invoice ageing is also possible. |
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Customer portal
This option provides customers access to a portal where they can easily take care of quotes, sale orders, and delivery orders.
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Order-Specific routes
Apply special routes from order lines: drop-shipping, replenish on order, etc. |
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Incoterms
Automatic display on the invoice by configuring the Sales module.
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Contracts (1)
This enables tracking in each phase of a contract such as invoicing, renewal, and up-selling.
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Streamlines communication
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Schedule activities
A single click allows us to follow key quotations and orders and generates alerts based on relevant activities.
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E-mail gateways
Email communication is attached to customer orders which makes tracing back easier and hence make negotiation more efficient.
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On-Boarding Emails
This option provides customers access to a portal where they can easily take care of quotes, sale orders, and delivery orders.
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Maintains products and prices
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Product variants
Products can now be created and configured with multiple attributes or variants such as size, color, finish, etc. |
Discounts
Enabling discounts on any quotation that is wished to be discounted. |
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Price lists
Correct prices based on customer conditions can now be easily computed.
Gives an option to add price lists to individual products depending on each customer’s segment or quantity/time. |
Product Configuration (1)
Product configuration allows configuring and selling products by easily selecting variants attributes with exclusion and optional products.
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Units of Measure
A
utomatically manages the conversion of various units of measures in which the products are sold and computes the final figure without any error.
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Intuitive reporting
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Traceable
KPIs
Monitoring KPI dashboard for important information such as total amount invoiced, sales per country/ salesperson/ sales team, etc. |
Planned activities (1) Gives the user a full overview of all performed sales activities and performance data but also provides the next action plan.
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Order and invoicing analysis
Helps in choosing whether statistics are based on orders, invoices, or both.
Grouping sales by any category such as product type, salesperson, country, and sales team is achievable. |
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Purchase
Request for quotation
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Manage RFQs
Configure which product can be bought from a given supplier. |
Personalize your message
Add a custom message to your suppliers for each of the RfQs sent. |
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Send requests through E-mail
Send RfQs by email directly from the app or print and send them later from your mailing software. |
Automate the process
Save time by setting up rules to automatically send RfQs to your suppliers based on your stocks level |
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Get offers for multiple items
Send out RfQs for multiple products at the same time.
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Variants grid entry (1)
Add product variants to your purchase orders with a grid or matrix.
Displaying all the possible combinations of a product's attributes (e.g. sizes, colors). |
Manage orders and invoicing
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Monitor orders
Keep track of the status of your quotes and orders, of the amount of the orders and of the expected delivery date. |
Manage incoming products
Keep track of your stock and determine quantity and locations for each batch of items you receive.
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Invoicing policy
Choose to invoice based on purchase orders or on receipt orders. |
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Analyze and forecast
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Dashboards
Build your own with the advanced reporting engine and share filters with the team.
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Availability forecasts
Get forecasts of product availability based on confirmed sales orders, purchase orders.
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Inventory
Basic operations
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Delivery orders
Upon creation, delivery orders are computed and prepared based on product availability.
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Inventory adjustments
Users can do
inventory for a zone, a specific product, a lot or a pallet/box.
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Multi-locations
Use hierarchical locations to structure your warehouse: zones, rows, shelves, etc.
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Receipts
Control incoming products and compare to what was ordered from the supplier.
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Stock transfers
Use the simple transfer interface to move products from one location to another.
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Double entry approach
Allows full traceability from the supplier to the customer. Nothing is lost, everything is moved.
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Advanced routing
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Drop-shipping
Deliver to customers straight from your supplier based on products, orders or customers.
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Cross-Docking
Unload incoming material and directly transfer to outbound gates with little to no storage in between.
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Put away & removal strategies
Define your own storage and removal strategies; FIFO, nearest available zone, LIFO, etc.
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Pick - Pack - Ship
Deliver to customers in one step (delivery order) or several steps: picking, packing, shipping.
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Push and Pull routes
Design your own product routes to automate transfer orders between warehouses or locations.
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Multi-warehouses
Manage all your warehouses with the same system and define replenishment rules between warehouses.
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Replenishment
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Minimum stock
Have proposition of purchase orders based on your future stock forecast.
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RFQs
Request for quotations can be automatically triggered based on future needs.
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Make to order
Define your own routes specific to warehouses, products, orders, etc.
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Custom alerts
Define alerts on products or suppliers that should
appear for a salesperson when they make quotations. |
Inventory Valuation and reporting
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Costing Methods
Supports FIFO, Average Cost (AVCO) and Standard Price for product costing methods.
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Landed costs
Reincorporate landed costs into your product cost to get an accurate valuation of your inventory. |
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Valuation methods (2)
Get your stock valuation and cost.
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Perpetual inventory valuation
Set up perpetual or periodic inventory valuation
mode by product. |
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Dashboard
Build your own with the advanced reporting engine. Share filters with the team.
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Reports and forecast
Get forecasts of product availability based on confirmed
sales orders, purchase orders, internal moves, etc. |
Traceability
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Serial/Lots tracking
Track serial/lots across all moves and operations.
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Expiration dates
Setup and track expiration dates on products
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Enforce full traceability
Operations that requires serials/lots to be processed.
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(1) Newer software versions.
(2) Need the integration of other apps, e.g.: Accounting.