Sales Management
From the time the order is entered, you can track the order progress through each stage of the process. View item availability by using the available-to-promise (ATP) functionality.
Blanket Orders
Blanket order agreements can be created for quantity and price breaks. Advanced ship notifications can be generated automatically.
Custom Fields
Custom fields can be added to the screens and are availble for reporting. Learn more by navigating to the Developers section.
Forecast
Sales forecasts can be entered to integrate with the MRP workbench when determining product demand.
Quotes
Create quotes from manufacturing estimates or item master records. Detailed information can be tracked such as campaign, stage, loss reason and more.
Sales Orders
Sales orders can be created to pull from stock or to be made to order. Quotes can be easily converted into sales orders. Delivery blocks and workflow can be setup based on customer payment history and customer status.
Shipping
Once product is in stock, pick lists are generated and then filled. Grouping orders and drop shipping can be done at the time of shipping.
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