Sales and Customer Relationship Management

The functionality of the Sales Management module of an ERP system is designed with the objective of maximizing flexibility and adaptability needed in any commercial process. It is possible to link documents (orders, shipments, invoices) in any order that the company requires or even disregards any one of these that is not necessary. All this is achieved without sacrificing the coherence and integrity of information and guaranteeing the tracking of processes. The capacities of integration with order capture systems by PDAs extend the potential of the solution beyond the physical limits of the particular company.

Features:

• Sales areas
• Sales orders
• Delivery note. Automatic creation from pending order lines. Automation of the outgoing orders (according to stocks, with rules of priority by expiry, location, etc). Cancellation of delivery notes.
• Automatic generation of delivery notes.
• Invoicing process. For all types of invoicing: immediate, delivered goods, order completely delivered. Periodically, (weekly, fortnightly, monthly).
• Invoice registration. Rate applications: prices, discounts and price limit controls. Automatic creation from order lines or delivery note lines of delivery notes pending of being invoiced. Notification of customer risks. Invoice cancellation (leaving associated documents pending invoice).
• Massive printing of documents (orders, delivery notes, invoices), with individual selection criteria for the user.
• Possibility of the creation of documents in any order and to disregard documents not required (Order-Delivery note-Invoice; Order-Invoice-Delivery note; Delivery note-Invoice; Invoice).
• Commissions.
• Reports of orders, sales order supplied, delivery notes, invoices, orders not invoiced, details of invoicing.
• Integrated with order capture systems by (palm and pocket PC).
• Standardized customer information (360° vision).
• Management of requests. Integration with E-mail.