The customer module covers the functions and features associated with the Sales Ledger, Credit Control, Invoicing and Sales Order Processing.
Everything you would expect from a traditional accounting system is there, a sales ledger where you can see all the transactions against customers and run debt ageing, an order processing system that handles stock, non-stock items and free text entry and all the usual documentation options you would expect with complete design flexibility – Sales Orders, Delivery Notes, Picking Lists, Invoices and so on.
Interprise stands out in its functionality because they have been able to start the design process with a clean sheet – they have not had to twist and weave the new system around the restriction of maintaining feature compatibility with legacy systems; and so you can have proper multi-currency support for pricing and costing; you can add additional documentation options and ‘slot in’ documentation types for shipping and export; you can add recurring entries for order processing to accommodate regular monthly orders (like support charges or rental charges).
The modules are all designed to show the complete history of all transaction types – so if you look at the history of all invoices you just select the customer and it shows you a list of every invoice ever sent to that customer, allowing you to further narrow the list. View the invoice at the click of a mouse and re-print or e-mail the document immediately – intelligent, simple and intuitive.
All documents or reports can, as you would expect, be printed or put onto a PDF, e-mailed automatically or exported in a number of file formats.
Being a system developed to the latest .NET standards brings with it advantages of integration. Interprise is fully integrated into its E-Commerce environment allowing new customer orders to create the customer account and put the order on the order processing system automatically – existing customers can have special prices which are recognised by the web site e-commerce.
Key Features and Functions
| Customer Records |
| 360-Degree View of Customer |
| Unlimited contacts split by type |
| Customer Contact centred view |
| Notes history |
| Emails history |
| Activity history |
| Case history |
| Opportunity history |
| Document history |
| Campaign Waves the customer has been part of |
| Custom Pricing, Multi Level Breaks & Promotional Pricing |
| Trading comparisons |
| Transaction history with attachment drill down (like signed delivery notes for invoices) |
| Transaction dispute feature |
| Outstanding Quotes |
| Outstanding Orders / RMAs |
| Recent Sales - Cross Sell Up Sell opportunities (like Amazon) (which show what the user has bought from us and alerts us to the fact that people that buy these items also buy other items and we should ask the customer if they buy them and if they do why not from us). |
| Buying Patterns (compares what they used to buy from you with what they do now and alerts you to changes so you can ask the customer are they still buying it and if so why are they buying it somewhere else now). |
| Auto Inactive Customer Routine (Flags customers as inactive if not contacted for XXX days) |
| Credit Control |
| Credit Control management with send copy invoice feature, enter notes and payment promised dates |
| Overall Credit Control Management with Debt Analysis |
| Predicted Cash Flow (based on average number of days it takes individual customers to pay applied to their outstanding debts). |
| Statement & Debtor Letter Production with Lowest cost routing of documents |
| Interest Invoice Creation Routine on Statement run |
| Agent / Sales Rep Management |
| Sales Rep/Agent Management |
| Sales Rep/Agent Commission Calculation Routine |
| Sales Rep/Agent Linked Customers/Transactions/Orders |
| Option for Custom Form Templates for Each Customer |
| Sales Order Processing |
| Customer Sales Order Processing |
| Different terms for each order option even if for the same customer |
| Pick Multiple Items in an Order at once |
| Sell Stock and Non Stock items |
| Special selling interface for Matrix Items |
| Special selling interface for Kit Items |
| Order Entry Cross sell Up Sell (prompts the user entering the order and allows them to easily add qty to the order on the fly) |
| Order Entry Accessories and Substitute (prompts the user entering the order and allows them to easily add qty to the order on the fly) |
| Due Dates on every item line |
| Profit Calculation by item line and overall order |
| Drop ship option by item line (defaults from item set-up) |
| Allow back order option per order (defaults from customer set-up) |
| Allow multiple payments to be made against an order |
| Online Credit card authorisation (if subscribe to web service) |
| Audit Trail to see who has done what per order |
| Stock Qty Information with drill down on order entry. E.g. if there is a qty on purchase order by drilling down on the qty the user can see which orders, due dates and qty are coming in. |
| Allocation on Order Entry to promise a customer stock |
| Options to Change Locations and serial numbers/Batches on order entry |
| No Part Ship flag on sales order |
| Sales order item line minimum margin preference |
| 3rd Part Warehouse confirm order delivery interface |
| Tax / VAT Inclusive selling price orders |
| Customer Pricing |
| Pricing Methods are numerous and simple to implement like Retail or Wholesale as defaults combined with Mark-up % on Last Cost or a Pricing Cost, Product Group Discount Bands, Last Price they Paid, or Special Price Lists with Qty Breaks and Promotional pricing and Specific Customer Pricing on specific items. |
| Copy & Import Price List Options |
| Multi Currency Price Lists |
| Export Customer Price List with all permutations of setup. |
| Status Driven Order Processing so you decide if you want separate credit approval, pick notes and invoices. |
| Additional Status Driven Order Processing stages order acknowledgements, packing notes and delivery notes |
| Printing in Batches or individually |
| Options to Print My Unprinted or All Unprinted or Reprint |
| Consolidated Picking Notes Feature to pick in Waves |
| Auto Allocation Routine so you can pick by warehouse by Delivery Route, Customer Rank, Sales Order number, Item Due Dates, Item and then allocate stock to orders. |
| Detailed Confirm Pick and Pack Routine which allows for re-picking non found items or changing qty, locations, serial number/batches easily |
| Consolidation of Orders to one invoice for the same customer with relevant information on item lines like source document, customer order numbers etc. |
| European SSD Analysis / Intrastate |
| Returns |
| Return Management RMA |
| Return Options like Accept ( Replace or Credit) and Decline (Scrap or Return) |
| Recurring Sales Orders and Contract Orders |
| Contract Sales Orders when a large order is agreed and then shipped over time |
| Recurring Sales Orders when customers have repeats at regular intervals |
| Other |
| Ship To View of Customer |
| Relations to other Entities |
| Service Contracts with SLAs |
| Active / Not Active Flag so it will or will not appear in the search lists |
| Custom Forms & Notes for Individual Customer Documents |
| Business Intelligence for example delivery performance to our customers |
