The integrated sales order and inventory management system allows users to easily create quotations and sales orders, process shipments and dynamically track and manage inventory at multiple locations allowing for early detection of low stock levels, as well as efficient order handling, processing, and shipment of goods.
The sales order management tool allows users to create quotations and sales orders in minutes and manage online and offline orders from one central location. When all required information is completed and the order is created, the client receives an automated order confirmation and the purchase order is sent to the selected warehouse where the order will be prepared for delivery. The delivery order (DO) is automatically generated.
The invoicing function helps streamline the last step of the order management process. Once an order has been completed, users can either manually create an invoice or select to automatically generate a templated invoice to be sent to the client. The invoice management function allows users to export, share and track invoices. Alerts and reminders can be set for outstanding payments.
First-in First-Out (FIFO) practice ensures adequate stock turnover and automated maturity alerts and low stock level notifications allow for efficient stock management. Using the tool’s integrated reporting function, users can easily extract details about available inventory, based on location, product type or product code. The item report can further be filtered by warehouse location product description, reference number or use the integrated barcode scanner functionality to find a specific item.
The Inventory management system also comes with an integrated customer management tool that is designed to support sales and business development departments with their customer relationship management tasks and client acquisition activities. The tool allows users to efficiently manage contacts, client information as well as customer details.
The reporting tool allows users to create and export customized reports. By being able to easily extract information in a concise manner, business analytics tasks are made simple and straightforward. Users can use a variety of filters to quickly search and extract the required information. The reporting tool is highly advantageous as it facilitates operational assessments as well as ongoing business evaluations such as product trend analysis.