Sales, Pricing, and CRM

DistributionPlus makes it easy for your customers to order through an array of convenient way for placing orders. In addition, informational screens allow quick access to information, helping your representatives to give premium customer service. Sales, pricing, and CRM includes:

Sales Order Entry

Create purchase orders from within the sales entry process
Create drop-ship, special item (non-stock), and inventory item orders all from the sale sales order
Check prices and discounts
Check inventory availability in the main or any of the branch warehouses
Check on customers’ credit limits
Option to suggest related items
Enter notes that are specific to the order, line item, or both
Several ship-to locations by customer

Pricing

Promotional pricing/catalog pricing
Future pricing entry and automatic update
Contracted pricing
List pricing discounts from list
Warehouse and territory pricing

CRM

Keep potential clients separate from your company’s main database
Keep notes on all of your conversations and transactions
Ability to have multiple contacts within each company
Develop target marketing campaigns for customer and prospective customers

Remote Order Management

Conduct routine business transactions with your vendors that require Electronic Data Interchange (EDI)
Collect and transmit product data from remote customer locations in real time
Fully integrated order replenishment system
Generate orders based on min/max settings established with your customer

Quoting

Convert quotes directly into sales orders
Create a quote without committing inventory
Set a flag for follow-up
Quote multiple price breaks for the same item on the quote; and on the same line of the quote

Customer, Vendor, and Item Informational Screens

Information screens serve as a “dashboard” to pull information together to give you the information that you need on customers, items, or vendors.

Get customer information by location; if your customer has multiple locations
Vendor information screen allows you to quickly view purchase orders, invoices, payments, along with much more information related to a particular vendor
Look up all activity associated with an inventory item or a non-inventory item
View different quantity pricing levels on a product
Lot/Serial search capabilities

Ecommerce

Receive orders from you customers 24/7
Customers with special pricing see the correct pricing when shopping on the ecommerce site
Ability to receive and process credit card information
Customers with credit terms may use their terms when shopping online

Purchasing and Inventory

Business Intelligence