 | Create multiple sales orders at once for multiple customers |
| Multi level, multi tier, bulk pricing schemes. Run periodic promotions. Create pricing based on ordering qty ranges |
| Know exactly what warehouse locations have inventory |
| Prior to submitting sales orders you can select from multiple ship locations for customer, enter special instructions with wysiwyg editor for better visibility. Select from multiple shippers |
| Define x number of days to send alert to csr assigned to customer to ensure order fulfillment by sales order required date |
| Integrated real-time shipping with FedEx as well as custom shipping rates (flat rate, rate per lb.). Download shipping labels from via fedex web services. Add shipping packages with weights and dimensions. Multi package shipping supported |
| Add surcharges. Add markup factors. Ship via third party billing or using customers account information |
| Select which sales orders to submit while leaving others to submit at a later date |
| At the time of sales order submission notifications go out to all parties involved in sales order life cycle: |
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Customer - confirmation
Customer service rep - support
Shipper - order fulfillment
Sales Rep - support and ensure fulfillment is done to customers satisfaction
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| Multiple notifications are available to be sent during the sales order processing life cycle: |
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New sales order is created (separate notifications for internal and to customer and another notice to csr for processing)
Sales order has been edited (separate notifications for internal and to customer)
Sales order is coming due
Sales order is past due
Sales order ships complete
Sales order items are back ordered
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| Auto allocation - Once sales order has been created the system will auto fulfill order items if possible thus cutting the fulfillment time down dramatically |
| Products can also be setup to automatically create a direct ship purchase order for customer sent to the vendor when a sales order is created and no inventory is available |
| While viewing newly created sales order(s) click supporting documents to view all activity associated with the sales order such as product data sheets, images, quotes, etc. |
| Like all other documents sales orders can be completely customized. Edit borders, colors, font, font size, choose header, data and footer items. Set different templates for different customers |
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Sales Order Processing: |
| Very flexible sales order processing functionality |
| Add, remove, edit items on order. Add individual item notes as well as overall notes |
| Upload supporting documentation |
| Add adjustments to sales orders.(surcharges, discounts, etc.) |
| Drill down into item shipment history to view any previous shipments. Allocate inventory from multiple warehouse locations. Create direct ship PO direct from sales order processing screen |
| Ship to multiple locations |
| Spawn multiple shipping tickets for back order support |
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Shipping Tickets: |
| Any inventory that has been allocated to sales order will show on 'Post Shipping Tickets' screen. Post one or 100 shipping tickets at once or pick and choose which tickets to post while saving others to post at a later date |
| Once ship tickets have been posted an email notification will go out to shipper assigned to order alerting them to fulfill shipment |
| Here is another example of system scalability. When ship tickets are posted there are two more steps to complete the order: |
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Confirm Shipment
Create Invoice
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| Administrators have the ability to set work flow. A company with less employees may want the shipment to auto confirm and auto create the invoice upon posting the ship ticket thus bypassing these two extra steps. Implementing this workflow all notifications are kept in place (shipment confirmation notices to customer and employees as well as invoice notifications such as invoice verification if applicable. As the company grows these steps can be turned on |
| Workflow triggers can be set as defaults and/or locked at the user level or enabled for the employee to bypass or engage at time of processing |
| Employees fulfilling orders use this screen to confirm ship qty by entering actual ship values into the ship ticket |
| Shipper can enter any internal notes or upload any supporting documents |
| Upon confirmation, this next to last step stages an invoice to be created. If order authorized via credit card the card is settled and a paid invoice is created triggering all relevant notifications to be sent |
| Shipment confirmation is very flexible. Shipper can reopen ship ticket for re-confirmation if needed. When shipment is confirmed, a notice of order on its way is sent to customer |