The program includes all the operations and configurations necessary for the activity of distribution-sales.
Main characteristics:
- price lists for key account customers, with the possibility to parameterize the codes and names by which the client identifies the delivered items and the commercial terms of the deliveries
- alternative price lists correlated to the classification of the customers on various categories (or discount lists correlated to the customer categories)
- configuration and allocation of the client portfolio to the agents, as well as the grouping of the customers according to area, category, price levels
- predefining of the credit limit on client level, correlated with different access levels depending on the type of client and on the users responsibility level (sales agent, area sales manager, national sales manager, etc.)
- the possibility to perform automatic credit control by managing the (un)locks by the use of a unique password generated by the system for some authorized users, as well as the registration in an unalterable journal of all the instances where these passwords are used
- client offer/quote—with the possibility to generate promotion campaigns on groups of clients and to send by e-mail a pdf document related to the promotion campaign. The promotion campaigns can be generated by using indicators such as the stock rotation speed and old stocks, so that the products with low rotation speed will be included in the campaign.
- customer order—by transforming automatically the offer into an order, or by taking over an order directly from the module <on-line orders> when the order is validated/confirmed. The order will “freeze” the price offered to the client and will determine automatically a supply order if the products are not on stock, by the correlation to the supply module
- invoice at order—the automatic issuing of invoices for the orders opened by the client, when the merchandise becomes available (moment that can be automatically signalized to the invoicing operator, by the generation of messages in the notification area also used by mail applications)
- list of deliverable orders- the report of the orders that can be confirmed to delivery when the products necessary to cover the customers’ orders are totally or partially on stock
- situation of the offers in relation to the orders
- “back-orders” situation -reflecting the remaining products to be delivered in the case of partially delivered orders
- establishing sales targets and incomes targets and their analysis according to different criteria (group of product, area, sales agent, etc)
- the control and planning of the sales activity—for the mobile sales force (sales agents). They can be assigned a daily/weekly/monthly visit agenda which, correlated with client visit reports, leads to the evaluation of their daily activity
- the control and planning of the merchandizing activity