Modules

Modules > Sales Management

Sales Management

Epicor Sales Management delivers a comprehensive suite that enables you to produce accurate stimates, streamline your order-to-cash cycle, and fulfill perfect orders that ensure world-class customer atisfaction. By streamlining the sales process with centralized access to product, pricing, and customer information, orders can be generated with a minimal number of steps. Epicor Sales Management automates and Improves labor-intensive processes for quoting, proposal generation, configuration and order entry, enabling you to improve sales productivity by increasing accuracy during the quote and order processes, and identifying the right solution to meet customers’ needs.

Estimate and Quote Mangement

Easily generate and track all customer or prospect requests for quotation (RFQs), from the time of receipt until an order is placed. You can get quotations out more quickly and be more accurate with pricing and lead-times.

• Estimating
• Standard routings
• Pipeline management
• Drag-and-drop interface
• Realistic cost estimates
• Inventory availability
• Request Supplier RFQ
• Markups
• Order/job integration
• Part advisor
• Prospects
• Quote tracker
• Competitive analysis
• Workflow
• Part cross-reference
• Material Calculation and Machine Time Estimation

Order Management

Order Management drives the Vantage ERP system. From the time an order is entered, its progress is tracked through final shipment, producing timely reports on demand. With Order Management, all orders and change orders will be effectively managed online, perfecting the order-to-delivery process for maximum customer satisfaction.

• Blanket orders
• Credit checks
• Multiple ship-to addresses
• Alternate Bill-to and Sold-to Customers
• Ship from multiple locations
• One-Time Shipments
• Fulfillment and Allocation Processing
• Fulfillment Queue Management
• Put Transaction Type
• Pick Transaction Type
• Pack Transaction Type
• Fulfillment Queue Tracker
• Drop Ship and Buy to Order
• Cross-Docking
• Sales Kits
• Backorders
• Sales Commission
• Price lists
• Up-Sell, Cross-Sell, and Down-Sell
• Order-Based Discounts
• Miscellaneous Charges
• Order Tracker
• Copy Order and Build Order
• Capable-To-Promise
• Available-To-Promise
• Order job wizard
• Project management
• Counter sales
• Tax Calculations
• Credit Card Processing
• Customer Portal Content Pack

Demand Mangement

In today’s climate of shorter lead times, more frequent
orders of smaller quantities, and where meeting
customer demand secures your competitive edge,
companies must find ways to anticipate changes in
customer demand. Epicor Demand Management
responds to these business conditions and incorporates the requirements of Electronic Data Interchange (EDI) to help your company reduce lead time in the office for planning and procurement, thus enabling you to respond on the production floor faster. Demand Management offers the establishment of contracts that can be linked to sales orders and releases. These contracts can be managed, and schedules produced, automatically with set periodicities that match each customer’s unique shipping needs. Additionally, as change happens,
the schedules can be regenerated. If Advanced EDI is deployed, your customers’ electronic
demand changes are brought in for review and acceptance. This is important for companies doing business in industries such as automotive, aerospace and defense, and retail. Accountability of change and rapid flow of information to the production floor, as a result of fully integrating EDI with your Epicor system, can elevate your supplier status. In addition, Demand Management not only looks at the
demand side of EDI, but also focuses on the fulfillment side with secure outbound Advanced Ship Notice (ASN) transactions that the customer reconciles with each shipment. Through an inbound EDI document, the CUM (Cumulative)
total value and actual received quantity is then electronically
sent back to you for reconciliation and potential adjustment.

• Sales Contracts
• Schedules
• Schedule Review
• CUMs
• Forecast
• Periodicity
• Contract Start and End
• Mass Review

Electronic Data Interchange (EDI)

EDI is the traditional form of exchanging information
electronically and is utilized by many suppliers to manage
their supply chains more efficiently. Epicor Advanced EDI,
used with Demand Management, provides a common
interface for managing and exchanging large volumes of data.
Demand Management handles creation, analysis, scheduling,
and reconciliation of cumulative releases from your customers.
You can use Demand Management without Advanced EDI
and vice versa.
Epicor Advanced EDI functions are tightly integrated with the
Demand Management module and facilitate electronic
communication of release and ASN information to and from
your customers. Advanced EDI offers direct integration with
your Epicor data, reducing the turnaround time on schedule
changes and additions, and eliminating potential data entry
errors. Epicor Professional Services are experienced in making
EDI work in various environments with various EDI suppliers,
and can offer enhanced functionality is tailored to the EDI
needs of your business.

• Release Accounting
• EDI Transactions
• Web Services for Easy Collaboration
• TIE Commerce® Software

Storefront

New revenue opportunities and sales efficiencies are
available to companies that successfully engage
customers through their Web site. By shortening the time from when an order is taken to the time of shipment, you can create a competitive advantage. Opportunities to reach out to untapped markets also drive companies to deliver e-commerce solutions—one more tool companies can deploy to demonstrate how easy
and open they are to do business with. Epicor Storefront sits along extended portal technology to offer a fully functional extension to your Web site that includes customer portal capabilities along with Epicor Sales Connect (sales portal) and web configuration features.

• Storefront and Customer Portal
• Personalization
• Self-Service
• Online RFQs
• Single Login
• One Process
• Web-Enabled Product Configurator
• Security
• Customer Satisfaction
• Online Catalog
• Related Web Sites
• Extensive Search
• HTML Editor Support

For further information, please contact us at (852) 2581 9373 or email at salesenquiry@polyasia.com

For the product details, please refer to the official web page of Epicor Software Corporation at http://www.epicor.com