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SummaryThe system has a logical flow, with a quotation created for the customer, from the customer. Building a quotation is simple yet comprehensive, with the ability to select line items from stock, and / or create a fully text orientated quote. You may even insert an image in the quote if required.
Video'sClick on any of the video images to begin playing in a new window. Sales Dashboard and Marketing Sales and Marketing in a large module and therefore it is recommended to view the Sales and Marketing overview to provide an insight to the dashboards and other vital areas within this module.
Features
Related ModulesAlso see: Screen shotsDespatch Despatch listing showing all order progress and invoice status.
A sample Active quotation with multiple line items. Clicking the different tabs will display the full text quote with images, additional costing, notes and documents stored against the quotation.
A sample sale order, listing the line items of the order. The quote relating to this order can also be viewed.
The sales dashboard gives an immediate overview of calls to be made, follow-up quotations, sales order status and a sales snapshot.
Sales Order Processing OverviewMoving back to the main menu again we now select the Sales dashboard.From here it is possible for the sales staff to get an overview of the current sales processes with information about calls to be made, quotes to be followed up, prospect statuses and their ratings, order statuses, and the sales snapshot showing the orders and quotes for each individual, or all sales persons between any selected dates. Buttons at the top of the screen give access to other areas of the system such as marketing, quotations, sales order processing, and financials. Access to all areas of the system is governed by a comprehensive security policy which can be configured by an administrator. Quotations Moving again back to the main menu, we will select the quotations module. From here we have detailed capabilities for search and filtering of quotations and we can also create graphical reports by salesperson or customer showing the ratios of those which have been accepted or rejected or various other selectable criteria. From any of the list views we can select a quote to view its detail. If the quote has been accepted we can also create a sales order from here. All the detailed information on the quote is automatically transferred to the sales order. It is also possible to do comprehensive quotes based on text and graphics directly from the quote or by using elements pre-created in the quote builder part of the templates section. The costs and margins for each quote are also visible here. Document management is also available in the quote, so any document relating to this quote may be stored here. Sales Order Processing Returning to the menu once again, we will select the sales order processing (SOP) module. The first view you see in this module is the "All Orders" view. The progress of each order is colour-coded for ease of recognition and again comprehensive filtering is available to enable you to work with the orders you require. The various tabs in the sale order processing indicate the status of the orders that will be displayed by making that selection. Selecting any of the blue buttons to the left of any of the lists will take you to the detail of that order. Details of the quote can also be viewed from the order by selecting the appropriate tab stop purchase orders and other costs may be recorded against the order to give you a true cost of providing that item or service. If this is a new order or it has been created from an existing quote, the order must be set to the ready status by pressing the "Set Order Ready" button at the top left. At this point we may create as many jobs as we like to fulfil the requirements of the order, providing order is not in the "Complete" state. If items on the order are deliverable items, delivery notes may be created under the delivery details tab. The sales order progress is managed by criteria such as the status of the customer account, whether they have credit or whether the order needs to be paid for before delivery. The order progress automatically indicates what step is required next, depending on the selected delivery criteria and the customer status. Again, in this area we have document management available. | |||||||||||||||
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