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  Quotations

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Sales Order Processing

BusinessMan includes FileMaker Pro based sales order processing software. The sales management software (including invoice billing software) is essential for small businesses to process sales orders and stock/inventory. The invoicing software can be used for job costing and sales management. The sales order processing (SOP) module is integrated with the CRM software module.

BusinessMan also includes FileMaker order tracking software, from the start of the process to invoicing and delivery.

Dispatch & Returns

Full dispatch and product returns management. View active returns for same day as order delivery, to help optimise logistics and transport.

Summary

The 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.

Sales Reports

• Sales by product
• Sales by customer
• Sales by sales person
• Sales by country
• Plus more reports

Customer Activity Report: View all customer and prospect activity per staff member. Detail displayed in the Activity Report: Calls made/received, Emails (Inbound/outbound), Letters created, SMS’s sent, Notes created, Appointments arranged, Tasks created, Campaigns created, Quotes created, Sales Orders created, Purchase Orders create and all system activity in the Audit.

Full costs are recorded in the quote, including the costs of line items and miscellaneous costs for labour, transport or anything else you wish to take into account. The quote also shows the margin calculations as a percentage.

Once the quotation is accepted, a sales order is created, where the control of the sale is executed. From the Sales Order, order acknowledgements for the customer, internal work orders, purchase orders, invoices, and delivery notes are managed.

Line items can be individually set for delivery. Line items can be pulled from the Stock module or entered manually.

Quotations can be saved as a draft and updated later. At the click of a button, a quotation can be emailed, printed & created as a PDF.

For managing your sales leads, please see the Prospects Module.

BusinessMan can also be used for EDI orders, importing directly into the correct format into the Sales Order Module. When looking for software sales filemaker, let BusinessMan take you forward.

Video's

Click 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.

	Size:	12.77 MB
	Duration:	03m:10s
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Features

• View Customer Activity Report
• Duplicate Order
• Cancel Order
• Delete Order
• Find Order
• Preview/Print Order
• Email Order Confirmation (PDF)
• Place Order on hold
• New Credit Note
• Orders List view
• Create job
• Delivery Note
• Invoice
• Dispatch Notes
• Picking Notes
• Packing Notes
• Duplicate Order Detection
• Document Management
• General Notes
• Special Instructions
• View Orders awaiting delivery
• View Orders awaiting delivery confirmation
• View Orders awaiting invoice
• View Orders awaiting payment
• View Orders by customer
• Full Multi-currency capability
• EPOS compatible
• Dispatch & Returns

Related Modules

Also see:

• Financials

Screen shots

Despatch

Despatch listing showing all order progress and invoice status.

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Quotation

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.

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Sales Order

A sample sale order, listing the line items of the order. The quote relating to this order can also be viewed.

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Sales Dashboard

The sales dashboard gives an immediate overview of calls to be made, follow-up quotations, sales order status and a sales snapshot.

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Sales-Order-Processing P.O.s & Costs

Sales-Order-Processing P.O.s & Costs

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Sales-Order-Processing Delivery

Sales-Order-Processing Delivery shows details of where the sale order will be delivered to.

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Sales-Order-Processing Detail Tab

The detail tab shows the current products within the Sales Order and if the record is open users can add products to the sales oreder.

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Sales-Order-Processing Drag and Drop

The Drag and Drop area in Sales Order allows users to drag and drop products or categories of products into a sale order.

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Sales-Order-Processing

Sales-Order-Processing shows a list of open, complete and in progress sales orders. Users can filter to only show different order statuses within a date range

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Sales Dashboard

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Sales Order Processing Overview

Moving 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.

Help

BusinessMan dedicated help center:

• Create a Sale Order

Computech IT Services Ltd are certified FileMaker Pro Software Developers and are a member of the FileMaker Business Alliance. BusinessMan is a complete Business Management solution incorporating CRM Software, FileMaker Scheduling and booking software, FileMaker timesheet and Job management software, FileMaker Templates and Order processing software for your business. BusinessMan is your only complete Business Software for Mac and Windows.