Sales order processing consists
of the following steps which can be performed in any order,
are optional and/or performed automatically by the Carillon
system. Carillon automates this process as much as
possible for you through tight integration of Carillon's
order entry window with the CRM system, purchasing system
and the production order system:
- Customer Setup - Setting up unlimited
customers, unlimited ship-to's per customer and unlimited
contacts (people) at each ship-to and customer location;
- Track Sales Activities - Tracking
discussions and other activities with new and existing
contacts/customers in Carillon's fully integrated Contact
Management (CRM) system;
- Pricing and Commission Setup - Easily
setting up sophisticated pricing and commission algorithms
with granularity to the ship-to level. Cascading
multi-tier date-sensitive contract pricing capability
is easy to set up;
- Quote and Sales Order Entry - Entering
new quotes or copying previous quotes or sales orders
and then faxing or emailing the quotes to the customer
using Carillon's Mail module. Convert quotes into sales
orders (by clicking a radio button), copy previous sales
orders, and/or enter new sales orders. Sales tax is calculated
automatically (if appropriate) even if it is a will-call;
- Issue Purchase Orders - Faxing
or emailing purchase orders to suppliers for special
orders or drop ship items;
- Create Production Orders - Generating
production orders for custom kits or any item to be custom
built or assembled;
- Generate Pick Tickets - Optionally
Print Pick Tickets or Work Orders;
- Ship Orders - Ship orders including
the optional generation of packing slips, shipping labels,
and invoices);
- Front-Counter Sales - If you have
walk-up customers, we have the front counter system that
will let you process the sale, calculate sales tax, relieve
inventory, and calculate change all in a single step;
- Process Backorders - If the customer
is set up to accept partial shipments, you can partial
ship, backorder, and ship again as many times as necessary
to complete the order.
- Profitability Analysis - Generate
reports by customer, branch and salesperson.
Click here
to learn more about the Order Entry window. |
