Sales
Sales Management
Your company’s vitality is dependent on the health of your sales. With robust sales management features that simplify sales orders and streamline your sales process, e-automate ensures you have all the information you need to increase sales revenue.
Sales Order Processing Can Be Tailored
to Fit Your Needs With Features Like:
- Order approval
- Pre-billing
- Unlimited source categories
- Multiple sales reps per order or invoice
- Unlimited price levels
- Inventory, non-stock, and service items included on same order
- Unlimited sales quote/order/invoice re-printing capability
- Unlimited partial order fulfillment
Features Include:
- QuickAdd™ item entry
- Automatic item pricing based upon customer price level
- Full inventory quantity status (on order, on hand, allocated) and cost information displayed on quote/order/invoice item entry window
- Instant order fulfillment
- Automatic packing slip creation and printing from order fulfillment
- Automatic sales invoice creation and printing from order fulfillment
- Sales orders and invoices can be copied for quicker processing
These Time Saving Features:
- Unlimited number of contacts for each customer or prospect helps you manage critical revenue generating relationships
- Save time with our one step prospect to customer conversion process
- Our unlimited number of customer ship to locations allows you to easily designate shipping address information. Separate default sales tax codes can be created for each ship to location.
- Quick Quote process with its QuickCopy™ feature, permanent quote history, and automatic conversion of quotes to orders saves time and decreases processing errors.
- Increase sales revenue by combining our automatic quantity discounting and multiple unit of measure sales features.
- Easily offer your customer discounts by line item or on full orders or invoices.
- Manage your accounts receivables more effectively with automatic “Order exceeds customer credit limit” and “Customer on Hold” warnings
- Accurately bill contract-related sales and track equipment and contract profitability with sales order/invoice line item linking to equipment and service contracts
- Simplify your order picking process with single or multiple order Picking Lists, sorted geographically by bin
- Unlimited contacts for prospects, customers, vendors, billing contracts, and contacts associated with equipment.
- Allows contacts to have multiple addresses and other contact information associated with them.
- Provide snapshot view of a customer/ prospect task history.
- Allows unlimited user defined contact types (i.e. phone follow-up, new business call, quote, send letter, call back, etc.).
- Provides tickler reminder for upcoming tasks.
- Provides ability to link other data such as invoices to an task.
- e-automate can launch Microsoft Word® from within the application to do Mail Merges to customers and prospects.
- Utilizes standard Windows print drivers, faxing and e-mail programs.
