Sales Module General information

Sales Module General Information

The Sales Module deals with the settings and processes for revenue creation and managing sales order fulfilment.

Sales channels

1. 1. Manage Employee Reps or Agents assignments and annual leave cover
   2. Sales Rep Portal Module
   3. /wiki/spaces/SE/pages/32638139 and Tele Marketing Campaigns
   4. Customer Portal for known customers to easily order and re-order
   5. Webstore for unknown or infrequent customers
   6. EDI Sales Orders directly into the system from trading partners
   7. Mass upload from other systems

Configurations

1. 1. Services General Overview, Event Tickets, Memberships or other recurring charges can be sold as well as Stocked Items
   2. /wiki/spaces/SI/pages/33054894 and Promotions Module
   3. Sales Order Status options

Order entry

1. 1. Recently ordered items list not yet added / recent order history
   2. Multiple customer addresses
   3. Departments within a customer who regularly order (like a sub customer)
   4. Stock availability / expected dates / stock reservation
   5. Simplified entry for colour / size / style - see Clothing
   6. Tracking a finance process (automatically sending related emails) 
      • for expensive items where customers apply for finance to track the approval process
   7. Customer specific pricing and Complex pricing based on price lists, volume pricing, Moving Annual Total discount, and complex promotional pricing management. See Pricing when you sell products
   8. Debtors Account management
      1. Credit controls including total allowed outstanding, paid by parent, and terms based on invoice or EOM (end of month)
      2. Credit card payment - authorised immediately or transacted once the goods are shipped see Eway Credit Card Gateway Module
         
   9.  Cartonising process to calculate expected cartons and track actual packing
   10. Freight pricing lookup through Temando - providing quotes from multiple freight companies booked and confirmed in seconds
       
   11. Picking / Packing / shipping
   12. Delivery methods such as own vehicles, externally owned vehicles or couriers
       
       1. Grouping of orders into delivery runs for picking onto and later off a truck
       2. Grouping of small orders for a bulk pick process

Analysis

1. 1. A BI download is available of Invoice information for analysis in an external reporting tool
   2. Ad-hoc Reports can be created by month/Week/Quarter for $/Units grouped at 3 levels by Branch, Sales Channel, Customer Category, Sales Rep, Visit day, Delivery day, Suburb, Product, Product Category, Manufacturer, Brand and Customer and referenced to previous year information.
   3. Screen reports including Sales by Supplier, Item, Held Orders, State of the Nation (by branch, branch/channel or sales rep - discounts, % discounts, net sales, cost, GP, GP%, # invoices and average sale)
   4. /wiki/spaces/SE/pages/32638092 used for analysis and pricing purposes
   5. Sales reporting across Sales Channels, Brands, customer groups and geographies
   6. Trend Analysis Activations Attritions  for repeat customers to look for increases / decreases from historical buying patterns
   7. Special reports - for example Sales Order Fulfillment for scarce stock allocation when attempting to empty a warehouse shows the % and $ amount you can ship now of orders (ie partially ship orders now) between two dates - and what you will have left in the warehouse after they all ship.