Sales, Pricing, and CRM
DistributionPlus makes it easy for your customers to order through an array of convenient ways for placing orders. In addition, informational screens allow quick access to information, helping your representatives to give premium customer service.
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Sales, pricing, and CRM includes:
Sales Order Entry
Pricing
CRM
Remote Order Management
Quoting
Information Screens
Ecommerce
Create purchase orders from within the sales entry process
Create drop-ship, special item (non-stock), and inventory item orders all from the same sales order
Check prices and discounts
Check inventory availability in the main or any of the branch warehouses
Check on customer's credit limits
Option to suggest related items
Enter notes that are specific to the order, line item, or both
Several ship-to locations per customer
Promotional pricing/catalog pricing
Future pricing entry and automatic update
Contracted pricing
List pricing and discounts from list
Warehouse and territory pricing
Keep potential clients separate from your company's main database
Keep notes on all of your conversation and transactions
Ability to have multiple contacts within each company
Develop target marketing campaigns for customers and prospective customers
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
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 certain vendor
Look up all activity associated with a inventory item or a non-inventory item
View different quantity pricing levels on a product.
Lot/Serial search capabilities
Receive orders from your 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
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• Purchasing
• Snapshot
• Reporting
• Warehouse Order Processing
• Order Entry
• Pricing
• CRM
• Remote Order Management
• Quoting
• Information Screens
• Ecommerce
• Accounting functions
• Customer credit
