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Modules > Sales Management

Sales Management

Quoting and managing sales orders enables the vital coordination of activities between your sales, plant, shipping and accounting groups. It facilitates efficient management of accounts, pricing, shipping, invoicing and commissions. Sales management provides you with the tools to produce accurate estimates, streamline your order-to-cash cycle, and calculate reliable estimates and improve customer service.

Quote Management and Order Management enable you to capture orders and seamlessly integrate the information with supply nchain, production, fulfillment, and accounting systems. By streamlining the sales process—centralizing access to product, pricing, customer information—orders can be generated with a minimal number of steps. It automates and improves labor-intensive processes for quoting, proposal generation, configuration and order entry. You can increase sales productivity by increasing accuracy

during the quote and order processes, and identify the right solution to meet your 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
• Markups
• Order/job integration
• Part advisor
• Quote tracker
• Competitive analysis
• Workflow
• Part cross-reference

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
• Flexibility
• Credit checks
• Multiple ship-to addresses
• Ship from multiple locations
• Online reservation
• Backorders
• Sales commission
• Price lists
• Order-based discounts
• Miscellaneous charges
• Order tracker
• Capable-to-promise
• Order job wizard
• Project management
• Counter sales

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