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

Time Saving Sales Order Processing
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

Sales Processes Include
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

Contact Management

• 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.