Sales Order Management

Customer relationship management (CRM) is a process or methodology used to learn more about customers' needs and behaviors in order to develop stronger relationships with them. CRM is a widely implemented tool for managing a company’s interactions with customers, clients and sales prospects. It involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing, customer service, and technical support. The overall goals are to find, attract, and win new clients and reduce the costs of marketing and client service.
Sales order management involves much more than taking an order and shipping it. Today's requirements include sophisticated order management, inventory allocation, and promotional pricing. The Sales Order Management system allows you to address these issues.

Key Features of Sales Order Management

Leads are sorted by the validity of the request, prioritized based on likelihood of becoming a customer, and then dispersed to sales reps to be contacted. Depending on the size of your marketing program, a lot of work can go into defining how to accurately categorize and sort individual leads.

● Send Quotations to the customer
● Flexible customer lookup capabilities
● Real-time order status and inventory availability information
● Weight capture for items sold by weight
● Buy, sell and stock in different units of measure
● Credit checking
● Sales Commissions
● Fully integrated with third party Point of Sale (POS)
● Order templates, guides and up-sell tools
● Easy follow-up process for turning quotes into orders
● Provision for kits, value-adds, and light assembly or work orders
● Multiple backorder processing options