Online Requirements (Sales Management) Features and Functions
Online functionality for sales management allows all types of users (employees, salespeople, customers, partners, etc) to easily perform sales-related activities such as searching for customer information; looking for available products in inventory; creating quotes and orders; managing sales documents; displaying sales history for one or more customers, etc. When these options are available online, all authorized users can access them from a Web browser, without requiring that a special program be installed on their computer.
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- Multiple packaging configurations per item
- Accommodate an order type for a new order or quote
- Status field for new quotes or orders (specifies whether it's a new order or quote)
- Creates order from quote and retains quote reference identification (for all new orders or quotes)
- Create an order from only selected lines of the quote
- Decrease the amount quoted
- Allow for customer account and sales order status on-line by customer name or number or by sales order number
- Process and print (at least 300 characters) a special message or memo on sales documents (e.g. sales order, invoice or bill of lading)
- Validate order dates/MRP dates
- Accommodate, primarily for the sales order, a customer requested ship date, a due date, and a company expected ship date
- Automatically change all the prices by a certain percent or dollar amount
- Automatic pricing may be overridden
- Accommodate multiple ship-to addresses for each bill-to address
- Allow sorting and printing each of the booking, billing, backlog, and backorder reports by sales order number
- Allow sorting and printing each of the booking, billing, backlog, and backorder reports by customer code
- Allow sorting and printing each of the booking, billing, backlog, and backorder reports by product category
- Allow sorting and printing each of the booking, billing, backlog, and backorder reports by representative/sales person
- Allow sorting and printing each of the booking, billing, backlog, and backorder reports by region
- Provide on-line order history file displaying past orders for the customer
- Allow for customer master file inquiry that displays the billing address for a customer
- Allow for customer master file inquiry that displays the credit standing for a customer
- Allow for customer master file inquiry that displays the billing and shipping terms for a customer
- Allow for customer master file inquiry that displays the special instructions for a customer
- Provide a management summary report showing on-time shipments
- Calculate split commissions automatically
- Apply sales tax automatically
- Create a backorder for under shipped or unshipped lines
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Sales Management Features and Functions
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