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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Customer Service and Returned Goods Handling Features and Functions

Goods may be returned by customers either because of their low quality or simply because the customers do not need the products they received. Depending on the situation, organizations define workflows to accept or reject the returned products. Functionality for customer service and returned good handling include tracking customer complaints, creating and managing documents for returns, and reporting statistics on what has been returned, by whom, for what reason, etc.

  • Provides real-time product inventory and delivery status

  • Order inquiry link to manufacturing status, capacity, ATP yield, and inventory status

  • Access of customer and customer order information through a single screen, including open orders; order details, status, and history; invoicing, credit details, and payment application

  • Invoices can be viewed or modified online

  • Partial shipment against purchase order

  • Reports shipment via line item, order, or pick slip numbers

  • Generates work orders based on sales orders

  • Work order status can be viewed and changed online

  • Gathering of labor to repairs order and issuance of materials to repairs order

  • Return authorization or credit memos can automatically search the original sales order to use that information

  • The system can recreate invoices for customers that did not receive their bills

  • Invoices can be recreated at any moment, even after closing out an order

  • Serial number tracks to customer location

  • Link to sales order or invoice with automatic issuance of credit

  • Determine disposition of goods before moving items to stock, repair, inspection, or an outside vendor

  • Handles returned material authorization (RMA) in any format

  • Generates returned material authorization (RMA) based on shipment history

  • Material can be returned for replacement

  • Product return authorization for rework

  • Tracks returned goods by lot or serial number

  • Automatically send out credit memos and create RMA notices for receiving when material is returned

Sales Management Features and Functions
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