Sales Order Management
Respond quickly to request for quotes that accurately reflect customer requirements so as to convert RFQs to customer orders.
In today’s competitive global marketplace, the lifeblood of every business is its sales. The ability to respond quickly and accurately to Requests for Quotes can give you the added edge you need to win contracts and sales orders. HoneycombERP® Sales Quotes & Orders Management extends automation to the beginning of the sales cycle, before finalization of customer or prospect orders. This lets you process, manage and document customer RFQ’s and develop consistently precise Quotes for materials and/or service contracts thus, enhances both the efficiency and timeliness of reported sales data and activities. It provides a fully integrated online environment for entering and processing sales orders. The system simplifies and accelerates business development with satisfied customers and increases accuracy and consistency to improve your internal operations as well.
Module Features
Generate Quotes
• Quotes standard stock items, standard non-stock items, non-standard items, configured items, and additional charges.
• Integrates all standard sales order pricing and discounting techniques.
• Extensive text areas for additional comments.
• Quotes for both existing customers and new prospects.
• Tracks probability of closure for expected-value reporting.
Generate Sales Orders
• All or selected part of sales quote can be converted to a sales order.
• Optionally closes sales quote as a result of the conversion.
• Creates customer information from prospect data.
Generate Invoices
• Easily create invoices, quotes and orders
• Customize invoices including logo, heading text, notes and more
• Save or send invoices as PDF files
• Email or fax directly from the application
• Schedule recurring invoices
• Automatically send statements to customers with overdue payments
• Supports multiple tax rates, including automatic VAT calculation
• Supports invoicing for multiple businesses
(e.g., iPhone, Android)
• Secure, mobile access through the web interface (e.g., iPhone, Android)
• Reporting includes accounting, salesperson performance, unpaid invoices and more
Convert a Quote to Order
Flexible Payment Terms
• After the approval of bid, it will convert quota into order and prospect into a customer by closing sales automatically.
• View required follow-on activities for new customers in critical time period.
• Minimum user training for HoneycombERP® users.
• Maintains the history of closed quotas for future reporting.
• Direct entry of prospect data to minimize the error rate.
Flexible Shipping Terms
• Confirm pick and pack quantity with time and date stamp
• Over- and under-shipment verification
• Pack list
• Shipping labels
• Bill of lading
• Forward billing information for invoicing
• One time ship-to address
• Ship-to consigned locations at customer
Flexible Delivery Cycles
• Defines quantity to be delivered
• Defines delivery schedule of material view lines
• Defines customer location to which delivery is to be made
Credit Limit Checks
Flexible Pricing and Discounts
Flexible pricing options enable your organization to incorporate all standard sales order pricing and discounting techniques. Sales Orders supports pricing based on list prices or multiple discounting structures. You can schedule price changes based on effective dates. You can simplify and automate even the most complex pricing schemes through customer and items classes and price groups.
Support for Multiple Currencies
The solution enables you to enter orders in any currency to support global businesses. The module automatically converts orders into your “home” currency for financial reporting, taking into account rate effectivity and fluctuations in exchange rates. Sales Orders also supports value-added taxing (VAT).