Take control of sales order management
& front and back office operations
with ACCTivate! for QuickBooks®
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Sales order management
Customers expect more today and consistent, high-performing order management can be the pivotal competitive differentiator. ACCTivate!'s depth of sales and order processing capabilities, combined with
real-time inventory availability, create a customer-centric order process that delivers accurate, seamless, on-time
deliveries.
Know & serve your customers better with ACCTivate! Sales order management
˜
Save time
˜ Reduce errors
˜ Drive sales
˜ Reduce errors
˜ Drive sales
& ensure each customer
is delighted with their order experience
is delighted with their order experience
ACCTivate! ~ Small & midsized business
Sales Order Management software
fully integrated with Inventory, Warehousing, Purchasing, CRM, and QuickBooks
ACCTivate!'s order management provides small & midsized businesses a software solution with fully-integrated sales order management that simplifies both pre-sale and post-sales activities and back office operations.
Quote it
> Check inventory, pricing, credit status & shipping options from one screen with Quick Quote
> Convert a Quote to an Order with 1 click
> All information related to quotes and orders on one screen with drill down
> Convert a Quote to an Order with 1 click
> All information related to quotes and orders on one screen with drill down
Sell it
Multi-channel order management ~ online, offline, mobile, fax, mail order, telephone order, catalog
> Orders can include products, service fees, shipping fees, handling charges or any other chargeable item
or activity
> Credit status displayed when order is entered with permission-based override capabilityor activity
> Multiple payment options including credit cards, checks, money orders, cash
> Contract name and contact points can be selected or added at the time of order
> Set requested ship date & a separate promise date
> Don’t ship before and don’t ship after dates
> Multiple-level special instructions on order for internal use or visible externally
> Pre-defined comments may be selected for inclusion on any order
> Book orders in advance of shipment without inventory commitment (seasonal)
> Mobile sales orders can be created in real-time from a wireless device such as PDA while at a customer location,
at a tradeshow or from your showroom
at a tradeshow or from your showroom
> Customer may request specific text that prints on each order or invoice, i.e., compliance statement,
internal routing, etc
internal routing, etc
> Standard shipping instructions, reference info, special handling or shipping instructions, customer job number
and ship method may be recorded for each customer and automatically included on each sales order
> Sales tax jurisdiction and rate information is recorded for each shipment to properly calculate, report and
remit sales taxes for any number of states or other jurisdictions
> Sales tax rates may be determined for overlaying jurisdictionsremit sales taxes for any number of states or other jurisdictions
> Customer specific product code, vendor specific product code, OEM product code or UPC code cross referenced
to SKU with automatic translation during order entry
to SKU with automatic translation during order entry
Online
> Interface to most shopping carts with one-time configuration using easy-to-use mapping tool> One click order synchronization between ACCTivate! and website
> FedEx, UPS and DHL shipping integration with tracking information available to customers via email or
customer self service portal
> All product attributes available online including images & descriptionscustomer self service portal
> Real-time credit card payment processing
> Vendor consigned inventory, Inventory consigned to vendor, or Vendor managed inventory (VMI) support
> Drop Ship: Orders from any source can be drop shipped from vendor with the click of a button> Return Merchandise Authorization (RMA) process support
> 3PL support
Ship it
> Multiple pick route options
> Wireless handheld and barcode picking
> FedEx, UPS, DHL and Less than Truckload (LTL) shipping options
> Wireless handheld and barcode picking
> FedEx, UPS, DHL and Less than Truckload (LTL) shipping options
> Any # of ship to locations per customer with contact information, dated notes, special instructions
and delivery route information
> Ability to set primary warehouse with override to alternate warehousesand delivery route information
Manage it
> Track order progress: quote ~ order ~ shipping ~ rescheduling ~ backorders
> Create, manage, control & monitor pricing decisions across the company
> Fully-integrated CRM from lead to customer service
> Create, manage, control & monitor pricing decisions across the company
> Fully-integrated CRM from lead to customer service
> Complete historical record of contacts, emails, formal sales quotes, orders, invoices, products purchased
and any other associated history related to the account is maintained in ACCTivate!
> The Business Activity Review provides a 1 click overview of all sales opportunities and may be further
filtered by status, resolution, & priority date by 1 click of a drop down menu.
> Create unlimited reports with Crystal Reports® for pipeline analysis, sales trends, gross margin analysis,
win-loss analysis, and review or other sales opportunity information.
Relax
ACCTivate! is flexible, robust and proven, yet continually evolving to integrate new technologies and capabilities ~ a perfect fit for small, midsized and growing businesses.
> Direct QuickBooks integration
> Industry-standard components such as MS SQL®
> Custom reports utilizing Crystal Reports®
> Encrypted database security
> User-level permission management
> Industry-standard components such as MS SQL®
> Custom reports utilizing Crystal Reports®
> Encrypted database security
> User-level permission management
ACCTivate! ~ Sales Order Management
Small & midsized business software fully integrated with
Inventory, Warehousing, Purchasing, CRM, and QuickBooks
Pricing Options powered by knowledge
In a complex, fast-changing world, small and midsized businesses need flexible pricing options to stay competitive and optimize customer value. Price optimization is critical for success and requires three key factors to be effectively executed:
> Access to historical data & analytics to make well-informed pricing decisions
> Company-wide visibility into the pricing process
> A flexible system to put the pricing strategies into action
> Company-wide visibility into the pricing process
> A flexible system to put the pricing strategies into action
ACCTivate! delivers the tools for success to companies enabling them to implement effective pricing strategies with controls and the ability to monitor and measure effectiveness on a continual basis.
Pricing flexibility
Create, manage, control and monitor pricing decisions across the company, by segment, by product or by customer.
> Each individual price can be a specific dollar value, a discount from list or a markup from cost
> Customer tiered pricing (also called multi-level)
> Customer tiered pricing (also called multi-level)
- Can have an unlimited number of tiers
- Tiered prices can be specific to a single product or for a group of like products
> Any number of quantity break prices
> Customer specific price for an individual product or products (negotiated)
> Contract with customer that is associated with special pricing for that contract – contract is selected on
sales order and is specific to that customer
> Upcharge or discount capabilities
> Customer specific price for an individual product or products (negotiated)
> Contract with customer that is associated with special pricing for that contract – contract is selected on
sales order and is specific to that customer
> Upcharge or discount capabilities
- Cost plus: Cost, for cost plus based pricing calculations, can be an average of stock on hand, last cost, or arbitrarily established specifically to determine cost + pricing
- Line level % discount
- Invoice level discount by set dollar amount or % of total pre-tax order amount
> Any price can have an optional effective and/or an expiration date
> Person entering order may be constrained to choice of price or manual override of price
> Person entering order may be constrained to choice of price or manual override of price
History, reporting & trend analysis
> A complete historical record of customer orders, invoices, payments, products purchased,
credit history and
> Create unlimited reports from ACCTivate!'s historical date repository using Crystal Reports® for comparison of
other associated sales order information relating to the account is maintained in ACCTivate!
> Create unlimited reports from ACCTivate!'s historical date repository using Crystal Reports® for comparison of
pricing results, margin analysis, discount effective on close results, and additional sales order and pricing analytics.
ACCTivate! ~ Sales Order Management
Small & midsized business software fully integrated with
Inventory, Warehousing, Purchasing, CRM, and QuickBooks
Quotes
to
orders
with
1 click
to
orders
with
1 click
Quicker, easier & more accurate sales order management
Most companies handle quoting separately from ordering and don’t have a clearly defined process for converting the sales quote to the sales order – a critical step in the process for ensuring customer satisfaction, a costly duplication of efforts with re-entry into a new system and a chance for errors to occur.
ACCTivate! automates the quote and sales order process with tools to handle both with a 1 click conversion process when the quote becomes an order - even for orders with complex components, parts or configurations.
At anytime during the quote or sales order, if additional inventory, product, warehouse, credit, or customer service information is required, ACCTivate!'s drill down and drill around capabilities allows the user to view the required information without leaving the system.
Most companies handle quoting separately from ordering and don’t have a clearly defined process for converting the sales quote to the sales order – a critical step in the process for ensuring customer satisfaction, a costly duplication of efforts with re-entry into a new system and a chance for errors to occur.
ACCTivate! automates the quote and sales order process with tools to handle both with a 1 click conversion process when the quote becomes an order - even for orders with complex components, parts or configurations.
> Quick Quote enables a quick item look up to check inventory for availability and to determine customer pricing
based on an entered quantity, % discount, the customer’s contract pricing and other pricing variables.
> Create formal Sales Quotes from one screen, with automatic credit check, then print and/or email the quote
from ACCTivate! as a PDF file.
> Convert a Quote to an Order with 1 click – just add products and any special instructions and print and/or
email the order to the customer from ACCTivate! as a PDF file attachment
At anytime during the quote or sales order, if additional inventory, product, warehouse, credit, or customer service information is required, ACCTivate!'s drill down and drill around capabilities allows the user to view the required information without leaving the system.
Reporting & Analysis
With sales process information captured from lead to close, managers can utilize the extensive historical information and powerful reporting capabilities to implement a continuous improvement process for this critical area of the business.
Custom reports using Crystal Reports® enable reporting and extensive filtering on any field containing information within ACCTivate!
Examples of uses include:
Custom reports using Crystal Reports® enable reporting and extensive filtering on any field containing information within ACCTivate!
Examples of uses include:
> Analyze quotes or orders success by salesperson, branch, product, product group or customer
> Analyze time to close performance from quote to order, from lead to quote to order or compare to other
time periods (year over year, month over month, etc)
> Analyze the impact of discounts on the success of conversions to sales orders
> Test and compare different pricing methodologies (ex: cost plus vs. discounted price)
ACCTivate! ~ Sales Order Management
Small & midsized business software fully integrated with
Inventory, Warehousing, Purchasing, CRM, and QuickBooks
ACCTivate! simplifies
eCommerce integration
eCommerce integration
Simply select the products
& pricing for the web store
and when they sell, the
orders are easily imported
& pricing for the web store
and when they sell, the
orders are easily imported
eCommerce Key Features
> Orders imported from website are handled as all other ACCTivate! orders with system-wide access to order,
> Multi-channel customer management – online, offline, mail order, telephone order, cataloginventory, product, warehouse, credit, or customer service information, history, reporting, notes, alerts & activity management
> B2B or B2C capabilities
> All product attributes available online including images & descriptions
> Real-time credit card payment processing through
QuickBooks Merchant Service (QBMS) that is fully
> Interface to most shopping carts with one-time configuration using easy-to-use mapping toolintegrated with ACCTivate! with stored/recurring charge capabilities or credit card processing via Merchant’s existing processor with ACCTivate! data synchronization for storing order, customer service and payment data
> Simple, easy order synchronization between ACCTivate! and website
> Default fields can be set in ACCTivate! for fields not supplied by shopping cart
> Batch processing of web orders allows for efficient processing
> Ability to set primary warehouse with override to alternate warehouses
> FedEx, UPS and DHL shipping integration with tracking information available to customers via email or
> Backorders or pending orders can be released for shipment anytime in the futurecustomer self service portal
> Drop Ship: Web store items can be drop shipped with the click of a button
> 3PL support
> Direct QuickBooks integration
> Industry-standard components such as Microsoft SQL®
> Custom reports utilizing Crystal Reports®
> Encrypted ACCTivate! passwords for data security
> User-level permission management
Customer self service portal
Provide customers 24/7 access to account information with ACCTivate!'s Customer self service portal. Using a templated or “white labeled” design, the portal is customizable allowing companies to maintain their brand identity and the look and feel of their website.
Account information available to customers via the customer self service portal includes:
> Account: Current account profile information
> Balance due: Current total balance due
> Balance due: Current total balance due
> Order history: Order history with order number, order date, order status, PO number, and ship to address
> Invoice history: Invoice history with invoice number, invoice date, terms, due date, order number, PO number,
amount, and running balance with drill down by invoice numbers to individual invoices or order numbers
> Invoice details: Individual invoices with bill to, ship to, order number, PO number, terms,
due date, shipping method, shipping carrier, shipping service level, shipping tracking number, product ID, product quantity, product description, price, line item amount, and total amount
> Payments: Payment history with date received, amount, method of payment and payment reference linking
to invoice information
> Shipping tracking: Shipment tracking number links to shipper website and pre-populates field with
tracking number for easy tracking of shipments
ACCTivate! ~ Sales Order Management
Small & midsized business software fully integrated with
Inventory, Warehousing, Purchasing, CRM, and QuickBooks
Below is an extensive list of the Sales & order management capabilities of ACCTivate!
Some features are optional.
> Account & contact information access
> Activity management and alerts
> Alerts for items requiring action
> At-a-glance access to key information
> Automated credit limits
> Backorder management
> Booked orders for future scheduling
> Bulk/partial orders
> Configurable permissions for each user
> Control shipping methods & warehouse ship-from location
> Contact history & notes
> Copy orders
> Counter sales
> Credit adjustments
> Credit card processing
> Custom fields
> Customer order status & history
> Customer/product discount matrix
> Customer/product price matrix
> Customer tiered pricing
> Default order definition parameters with override capability
> Default price codes
> Discounts and promotions
> Drill down & drill around information access
> eCommerce integration
> email communication management & history
> Export quote data to MS Word mail merge
> Formal quotations with conversion to sales order at acceptance
> Line and/or invoice discount
> Mobile sales orders
> Multi-channel support: mail order, telephone order, catalog, online
> Multiple branch management
> Multiple ship to locations
> Notes throughout the system
> Order history, analytics & forecasting
> Orders may be printed or emailed as PDF
> Partial shipments
> Pop-up reminders for cross-selling
> Product photos/images can be accessed in system
> Purchase history mining
> Quick Quote for customer price inquiries
> Quotes to orders with 1 click
> Reserve inventory
> Route management
> Sales & payment history
> Sales opportunity management
> Salesforce automation (SFA)
> Substitutions
> Track lead source & stage
> Unlimited custom reports using Crystal Reports®
> Activity management and alerts
> Alerts for items requiring action
> At-a-glance access to key information
> Automated credit limits
> Backorder management
> Booked orders for future scheduling
> Bulk/partial orders
> Configurable permissions for each user
> Control shipping methods & warehouse ship-from location
> Contact history & notes
> Copy orders
> Counter sales
> Credit adjustments
> Credit card processing
> Custom fields
> Customer order status & history
> Customer/product discount matrix
> Customer/product price matrix
> Customer tiered pricing
> Default order definition parameters with override capability
> Default price codes
> Discounts and promotions
> Drill down & drill around information access
> eCommerce integration
> email communication management & history
> Export quote data to MS Word mail merge
> Formal quotations with conversion to sales order at acceptance
> Line and/or invoice discount
> Mobile sales orders
> Multi-channel support: mail order, telephone order, catalog, online
> Multiple branch management
> Multiple order types supported: ASAP,
preseason booking, clearance, discontinued,
> Multiple pricing optionsemployee and complimentary
> Multiple ship to locations
> Notes throughout the system
> Order history, analytics & forecasting
> Orders may be printed or emailed as PDF
> Partial shipments
> Pop-up reminders for cross-selling
> Product photos/images can be accessed in system
> Purchase history mining
> Quick Quote for customer price inquiries
> Quotes to orders with 1 click
> Reserve inventory
> Route management
> Sales & payment history
> Sales opportunity management
> Salesforce automation (SFA)
> Search item number, name, product group,
product classification, inventory level, marketing code,
> Shipping instructions per order
vendor part #, description, vendor, UPC/GDSM
code
> Substitutions
> Track lead source & stage
> Unlimited custom reports using Crystal Reports®
ACCTivate! ~ Sales Order Management
Small & midsized business software fully integrated with
Inventory, Warehousing, Purchasing, CRM, and QuickBooks
Inventory
Warehousing
Purchasing
CRM
Sales order management . . . .
EDI
Mobile Computing
Picking & shipping
Service management
Reporting
Foundation
Warehousing
Purchasing
CRM
Sales order management . . . .
EDI
Mobile Computing
Picking & shipping
Service management
Reporting
Foundation
Download
ACCTivate! results
"We are well on our way to providing a unique and very special face to our customers that allows us to stand out above the crowd."
Dick Van Buren,
Owner & CEO,
Bags, Inc.
Dick Van Buren,
Owner & CEO,
Bags, Inc.
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