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Keep
customer orders in perfect order.
If it's true that everything has a price, it might
be argued that the price of being unable to manage
customer orders could be your business. But no
matter how complex those orders may be, the powerful
and versatile Finesse Customer Order Entry modules
puts you in complete control of both the distribution
and manufacturing systems requirements.
Flexible and familiar.
Using familiar pop-up windows, online help and
power keys, Finesse makes high-productivity data
entry and retrieval easier than ever. Customer
order alterations, allocations, picking and shipping
are all handled quickly online. And because pricing
structures vary, Finesse provides extensive options
that include contract, group and promotional pricing
as well as discounts and quantity breaks. Any
and all of which will be controlled by your effective
dates. You can even maintain a complete sales
catalog with the capability to configure orders
and quotations.
Add in Customer Order Entry's powerful sales analysis
tool sand seamless integration with all of the
Finesse modules and you easily keep all of your
customer orders in perfect order.
Module Highlights
GENERAL FEATURES
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Multi
company, customer, salesperson, billing address,
shipping address, sales area capabilities
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Multi
project, plant and warehouse capabilities
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User-defined
data
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Sales
catalog/part interface
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Run
inquiries including: detail, pinpoint, customer
order entry, scroll and summary
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Report
writer provides all standard reports in multiple
formats
CONVENIENCE AND CONTROL
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Ability
to generate customer invoices during order
entry
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Rules-based
product configurator with user-defined features
and options
-
Product
options and dependencies
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Order
picking, shipping and carrier information
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Stock
from locations
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Substitute,
obsolete, supercede products
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Four
unit of measure conversions for each part
CUSTOMER PROFILE
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Credit
limits
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Customer
part number cross-reference, purchase order
history and credit ratings
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Define
active and inactive customers
PRICING
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Customer-specific,
group, quantity, volume and promotional pricing
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Handle
quotes, standard and non-standard discounts
and payment terms and time-phase quantity
breaks
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Handle
tax codes, calculations and exemptions
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Phase-in/out
effective dates
TRACKING
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Automatic
customer order and line number tracking
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Lost
orders tracking
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Multi
"ship to" addresses for each order
-
Online
priority quantity reserve
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Order
status
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Partial
shipments
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Projected
order schedules
CONTACT MANAGEMENT SUBSYSTEM
Contact control from sales to service.
There's no sale without customer and prospect
contact. And you can't make contact without the
right information. The Contact Management subsystem
solves both issues.
Flexible contact, fast follow-up.
Telemarketers using Contact Management can easily
compose and update daily call lists and then use
them to promote specific products using your scripts.
By keeping information at their fingertips, Finesse
allows your salespeople to compose, provide and
print estimates and quotations --fast. Order transformation
is completed with a single keystroke. Finesse
also records form letter codes right in the customer/
prospect record so the correct correspondence
can be generated automatically from your word
processing program.
No guessing, no mistakes.
This program leaves nothing to chance. Pertinent
customer information such as purchase history,
open order status, A/R status and previous conversation
notes, is available on the main screen. You can
also record unlimited notes specific to each contact,
allowing this versatile module to work as a customer
service tracking system for complaints, problem
logging, resolution and follow up.
Module
Highlights
GENERAL FEATURES
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Unlimited user-defined fields
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Track lead source
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Query on any field
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Group customers and prospects
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Rate and analyze prospects potential
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Handle multiple contacts and shipping addresses
INBOUND/OUTBOUND CONTACT
CONTACT MANAGEMENT
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On-screen AR history, open order status and
customer purchase history
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Unlimited and previous contact notes
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Auto-generate correspondence
ORDER MANAGEMENT
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Single keystroke order entry
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Compose customer estimates, quotes and orders
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Drop ship direct to customer
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Multiple salespeople and commission splits
per order
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Credit card payments
FIELD SERVICE, RETURN MATERIAL AUTHORIZATION (RMA)
and WARRANTY TRACKING SUBSYSTEM
Building
strong customer relations.
A
key part of Customer Order Entry, this subsystem
helps you ensure that your products perform continuously...and
that you build the strong, lasting relationships
that translate into long-term customer loyalty
You're covered
coming and going.
This web-based subsystem provides you with streamlined
methods for both outbound field service and incoming
return material authorization. To help you track
repairs and support your quality assurance program,
Finesse automatically routes service calls to
the designated technician along with the current
product configuration and service history. When
the work is completed, the program automatically
updates the customer master file, records actual
time and materials, reason for failure and generates
an Invoice if the equipment is beyond the Warranty
period.
For RMA repairs, Finesse automatically creates
and routes work orders to fix specific product
failures. At the same time, the system will accumulate
costs so you can evaluate the labor and materials
required to service and track in and out of warranty
products.
Module Highlights
GENERAL FEATURES
ESTIMATING/BILLING
REPAIR PROCESS
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Product type, failure and repeat repair analyses
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Required materials
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Auto-create work orders and assign personnel
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Schedule and route repairs
TRACKING
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Record customer complaint
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Schedule and issue service orders
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Repair inventory
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Record actual time and materials
VALIDATION
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