To better manage customer related activities, Interprise Suite takes a customer-centric approach by giving access, within a customer file, to features and information that are otherwise located in other areas and modules of the application. This not only simplifies using Interprise Suite but also allows you to have a better understanding of your customers and their needs by bringing all customer related data together in one place.
Because the Interprise Suite customer module is fully integrated with the whole application, your organization will have a level of sophistication and simplicity that is not possible with various disparate systems. Whether emailing, faxing or simply scheduling a customer callback all customer related activities are accessible within the customer forms, providing a complete, company wide view of customer history.
THE POWER AND FLEXIBILITY YOU NEED TO MANAGE YOUR CUSTOMERS
Interprise Suite's customer screens serve as a central place for all customer-related data. Customer information that is usually separated among different modules (accounts receivable / sales order / etc) or completely different applications (eCommerce / email clients / fax applications / CRM systems / etc) are all brought together in one logical location. Separated into Customer Billing and Customer Shipping screens, you can keep track of customer information both on a per location, as well as a, per billing basis. This helps to better understand customers, identify emerging trends and forge long term business relationships.
Designed for the fast paced environment of the real world, new customers are added to the system via an intuitive New Customer Wizard that uses predefined customer class templates to significantly reduce the time it takes to add new customers to the system. The New Customer Wizard will also check existing customers and prospects, eliminating duplicate data.
The customer screens also include dozens of advanced options to give your business the flexibility it needs. Customer based pricing, item descriptions, currencies, printed forms and more are just a few of the customer specific options that are available.
- Supports unlimited number of customers, customer shipping locations and customer contacts
- Support for international customers, address, phone numbers and tax rules
- Quickly and easily add custom fields to the customer screens
- Displays the most recent transactions for the customer with hyperlinks to directly open the transactions
- Access all contact management and CRM features directly inside customer screen including notes, activities, email, history and more
- Document management features allow you to attach documents directly to a customer or contact record
- Analysis tools helps to identify customer trends and suggest additional products and services
- Support for customer specific currency
- Support for customer specific pricing / discounts and "negotiated prices"
- Support for customer specific inventory item descriptions and item numbers
- Support for customer specific commissions
- Support for customer specific printed forms (orders, quotes, invoices, etc.)
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FULLY INTEGRATED CREDIT MANAGEMENT / CASH FLOW MANAGEMENT TOOLS HELPS YOU SIGNIFICANTLY REDUCE BAD DEBT EXPENSE
For companies that extend credit to their customers the sales cycle is not complete until payment is received. With the average company paying beyond the terms date, effective credit control has never been more important. To better manage credit and collections, Interprise Suite takes a comprehensive approach to credit management. The result is better cash flow and reduced bad debt expense.
- See account details and transactions while chasing debts
- View history of previous attempts to collect current outstanding balances
- Mark transactions for payment and record excuses and comments while on the telephone
- Automatically record the amount of money promised
- Note queries against invoices, record details and print detailed memos of the problem
- Automatically create diary entries to ensure the debt collection is followed through
- Within seconds of speaking have a fax or email on your customer's desk giving details of the conversation and promised payments
- Chase history and monthly statistics will show debtor trends
- Spot customers turning bad and prevent uncollectible debts
- See how much one bad debt costs
- Instant reports of payments promised before a certain date - summary or detail
- Find out how much time each customer takes on credit control: Are they worth having?
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ADVANCED SALES QUOTE / ORDER PROCESSING
The Interprise Suite sales order processing functions (Quote / Orders / Invoices) are perhaps the most comprehensive ever created. Powerful, yet easy to use, the sales order process screens are 100% optimized for fast order entry allowing your staff to keep up with a fast paced ordering environment. The intuitive multi-tab design logically groups all related information and extensive hyper-linking allows you to drill down to the details of every data file giving your order entry staff the information they need to respond to customer related inquiries and make quick, informed decisions.
- The Interprise Suite sales order screen features a number of keyboard shortcuts that can speed data entry and reduce order entry time.
- Customer default information such as terms, pricing, taxes and more are automatically entered into the sales order.
- The credit management control ensures that orders are not shipped to customers that are on hold or have exceeded their credit limits
- Inventory items can be searched by any number of fields (including custom fields)
- The system automatically displays the stock availability for all warehouses.
- Advanced item types such as size/color matrixes and inventory kits are easily handled within the application as are non-stock items.
- View substitute, accessory, up-sell items, cross-sell (customers who bought item also bought that)
- Printed sales order forms can easily be customized via Interprise
- Reports and you can assign custom reports per customer.
- Payments can be entered directly into the sales order screens
- Payments can be split an unlimited number of times across different payment methods for additional flexibility.
- Sales order forms can be emailed or faxed, new sales opportunities can be created and tasks can be generated and assigned without leaving the sales order screen.
The Interprise Suite Invoicing process is equally impressive allowing you to combine multiple orders into one invoice and invoice per warehouse for multi-warehouse orders. For companies that use sales quotes, the Interprise Suite sales quote screen is fully integrated with Interprise CRM for a complete solution. Sales quotes can be linked to CRM opportunities dynamically updating the sales pipeline and allowing management to get better sales projections and revenue forecasts. Quotes can be created for prospects ensuring that your customer file contains customers only but, on the other hand, Interprise Suite will automatically convert the prospect to a customer when a sales quote is converted to a sales order.
- Tabbed screen format brings everything together
- Display item availability during order entry
- Supports multiple warehouses and multiple units of measure
- Support for non-stock items
- Support for foreign currencies
- Quotes work with CRM opportunities to forecast sales projections
- Allows for split commissions
- Apply payments directly in the order
- Drop-ship items
- Assign different sales reps per order
- Allows back-order
- Customer Credit Hold/Credit Limit Management
- Make substitute orders in case item is unavailable
- Track profit can be on a "per line item" basis
- Attach documents and sales literature to quotes/orders/invoices
- Automatically calculate shipping charges
- Automatically calculate sales tax
- Track non-taxable sales
- Support for recurring orders
- Generate order picking tickets and order packing list
- Import or convert sales quote to a sales order and sales order to a sales invoice in just one click
- Write letters on a quote, order or invoice and send via e-mail or fax
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MANAGE SALES REPRESENTATIVES
For many businesses, inside and outside sales representatives are a key part of their organization. Like everything else, Interprise Suite takes a comprehensive approach to helping you manage your sales reps. In Interprise Suite an unlimited number of sales rep groups can be set up and then an unlimited number of sales reps within that group can be set up. Sales rep groups can be set up to be paid based on a percentage of the total sale or on a percentage of profit for each invoice. Additionally, commissions can be setup to be paid when the order is shipped to the customer or when the invoice is paid in full. In the invoice screen, commission amounts can be split among multiple sales rep groups and can also be manually overwritten.
In addition to a number of advanced setup options for each sales rep group, the sales representative screen brings all sales rep specific information in one place. From here you can not only view all CRM related activities for a specific sales rep (activities, to-do's, phone calls, notes, faxes, emails, etc.) but also all of the sales rep group's customer related history as well. This bird's eye view of your sales representatives gives you a complete, up to the second picture of how effectively your sales team is doing which allows you to better manage your team to increase sales and profitability.
- Supports unlimited number of Sales Representative Groups and Sales Representatives
- Supports a wide range of commission options including...
- Sales Representative Based Commissions
- Special Commissions Per Item
- Special Commissions Per Customer
- Special Commissions Per Customer Ship To
- Split Commissions
- ...and more
- Wizard-based Sales Representative Setup
- Integrated CRM functions
- Track sales opportunities
- History of sales transactions for each Sales Representative's customers
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EASILY APPLY CUSTOMER PAYMENTS
The customer payment functions are designed to allow quick and easy recording of customer payments. Customer payments can be recorded in the sales order and invoice screens as well as the customer payment screens. Open credits and balances can easily be applied and payments can be split among multiple payment methods.
- Quickly and easily apply payments
- Support for undeposited payments
- Support for partial and split payments
- Payments can be automatically applied
- Apply credit memos and open payments on the fly
- Print and issue receipts
- Issue return receipts for NSF cases
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RETURN MERCHANDISE AUTHORIZATION
Product returns are an inevitable issue for today's customer focused business. To help efficiently mange and process customer returns, Interprise Suite includes return merchandise authorization (RMA) capabilities directly within the customer module. To most efficiently process returns, Interprise Suite provides the option of processing returns based on previous orders or items typed in on the fly.
For receiving returned goods, the Customer Module can quickly convert RMAs to credit memos on the fly. Retuned items can be put back in stock or disposed of directly from the returned goods screen.
- Select previous order RMA option ensured customers do not return items they never ordered
- Returned items can be returned to inventory or disposed
- Receive RMAs in just one step
- Options to issue credit, apply credit and return check when posting returns
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CUSTOMER CLASS TEMPLATES AND OTHER SETUP TOOLS
To speed up data entry and reduce data related errors, Interprise Suite uses a class template approach allowing you to setup multiple country specific templates each with default data that can be applied during customer, prospect, and sales rep creation. For example, when setting up a new customer, just select the appropriate class template (such as wholesale or retail) and Interprise Suite will automatically populate the selected fields. For U.S. based customers that collect sales tax in different states, default customer class templates can be setup at the postal code level ensuring accurate tax calculations.
- Create an unlimited number of Class Templates for Customers,prospects and sales reps
- Faster, more accurate data entry
- Defaults can be setup per country or postal code
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