Sales Order Management


Most Sales Order Entry modules in financial and ERP systems are quite basic. Almost all fail to deliver a single view of customer details, history and transactions by sales executive, online product or competitor information, that link to campaign and marketing, and the ability of cross selling and up selling.

EFFICIENCY Sales Order Management is a multi-tier, multi-purpose order entry system as part of the sales management and sales force automation functions of the total client and business management system.

EFFICIENCY Sales Order Management module operates stand-alone or integrated with existing financial systems. It does not replace them rather compliments and enhances existing order entry systems by acting as its front end. Data is transferred to financial systems and usually all related modules are updated in real time as dictated by business rules.

Each sales order, entered direct or via e-commerce, creates an activity transaction for the customer, contact and the executive. Select products may be sold as part of loyalty marketing and accumulated points can be redeemed using the sales order entry module.

Multi-tier and multi-purpose special pricing function automatically calculates the selling price and applies to the line item. Access or alteration of the minimum selling price, cost and standard price are protected at user levels.

On line analysis of the market reactions, product demands and the competitor activities for the marketing department;

Pro-active selling by creating and maintaining the dynamic follow up schedules for the sales force.

Dynamically created and self-controlled incentives for the sales force as points or commission values.

Better pricing strategies for the sales team when the competition is hot by using the live profit analysis and on line adjustment functions (cost, price and margins) based on the vendor price, exchange rate, margin fluctuations and the levels of competition at the items and totals level.

The most suitable tools and strategies are readily available to close the sales as a result of the direct integration of the Sales Order Module to the Campaign Management, Mail Marketing and the Telesales modules.

Better customer service and better customer evaluation based on the activities history of the Order follow up cycles.

Loyalty Marketing for the selected customers and selected products.

Quick Order Entry by using the Customer Quotation, Order or the Sales History.

Entering Orders against the catalogues.

Integration to e-commerce.


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Related Modules:
Product Management
Vendor & Competitor Management
Quotation & Opportunity Management

Total Client and Business Management Solutions
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