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Uinta Business Systems is a satisfied user of e-automate for both the copier/printer and IT/VAR divisions of our business. Digital Gateway's willingness to listen and innovate sets your company apart from others in your industry. Joe Weis
President
Uinta Business Systems, Inc.
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Sales Order Processing
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Sales Order Processing |
The problem with traditional service management systems is that they don't integrate the sales and service cycles. And if your business services what it sells, you're either struggling with dual inventories or maintaining a costly integration between two distinct systems. The ServicePlus Sales Order Processing component bridges the gap by integrating a quotation sub-system and sales order processing functionality with our ServicePlus service management system. To provide optimum efficiency in the business cycle, Sales Order Processing can convert a quote to a sales order and a sales order to a work order. Equipment warranty is established the moment you receive finished goods into Inventory, and the customer's equipment record and warranty registration are automatically updated by the sales order process.
P&A - "Price and Availability" - a powerful, streamlined front-end that supports high-volume telephone or counter inquiries.
- Query front-end accesses quantity on-hand (available, allocated, reserved, open), on order, on RMA - for all inventory locations.
- Priced at retail plus 5 user-definable price levels - determined by pricing strategies.
- Accumulate P&As and convert to quick sale, new quote or new order.
Quotes - A full-function quotation sub-system.
- Quotes created "from scratch", or through archives, templates and order history.
- Supports items, labor, flat rate, and miscellaneous charges.
- Event log, notepad, notices.
- One-step convert to order, or from P&A.
- User and system-defined states.
Sales Orders - Complete sales order processing from open order through final invoice.
- Orders created "from scratch", or through quotes, archives, templates and order history.
- Drill-down to master company / site, quote, P&A, work order, contract.
- Supports items, labor, flat rate, and miscellaneous charges.
- Order can contain stock and non-stock items.
- Backorder processing of items and labor.
- Partial invoicing, split billing.
- Recurring order processing.
- Event log, notepad, notices.
- Convert to job, and convert from P&A or quote.
- User and system-defined states.
- Salesperson and technician commission strategies.
- Debit and credit note processing.
Work Flow - Controls invoicing and shipping processes related to sales, and extent of Inventory/Purchasing access.
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