Sales Processing

<<< Previous.....Next >>>

Quoting and Estimating

Quote Specifications for a customised product.

Product Configurator - rules based.

Quotes may be e-mailed or direct faxed to your customer.

Quotation performance analysis.

Sales Order Processing

High volume order entry with a minimum of keystrokes.

Detailed specification for a jobbing environment.

Customer Information Centre.

Convert from a quote or a template.

Comprehensive pricing structures.

Truck loading for deliveries.

Return Authorisations

Click Image for Screen Snapshot of the Sales Order Entry

Quoting and Estimating

Aware has the ability to rapidly create Quote Specifications similar to Work Orders. These can be built up from Item Manufacturing Specifications or copied from other quotes. The specification is costed separately for each quantity quoted. Prices can be calculated for each quantity based on material, labour and service mark-ups or on a standard pricing matrix.

A customised Product Configurator can be used to construct the Quote Specification based on rules specific to your organisation.
When converted to an order, a Work Order is created from the Quote Specification. The quote is retained with all relevant detail including costs.

Quotes may be printed, e-mailed or faxed to your customer.

Comprehensive reports on quotation activity and outstanding quotes are provided including a quote conversion analysis.

Sales Order Processing

Aware Sales Order Entry is designed to cater for both high volume order entry with a minimum of keystrokes, and a jobbing environment in which each order is individually specified and released as a work order. The rules applied to each order are based on the division on which the order is being placed.

A Customer Information Centre provides access to all information relating to a customer including quotes, sales orders, work orders, shipments, invoices, items with pricing, payment history and sales history. A drill down function allows the detail and current status of any transaction to be viewed. Plus any customer related transaction can be performed from this window.

Orders may be created from a quote or a template. Inventory items will automatically have available stock allocated. A Service or Work Order item will have a work order created automatically, based on its item specification.

Request date and Promise dates can be maintained for the order as a whole or by individual line item.
During entry or maintenance of lines, the pricing, stock availability by site and future stock position by week may be displayed.

Despatching can be performed before invoicing and can use a delivery route and drop sequence to load a truck. A consignment note and manifest may also be printed.

Invoicing may also be combined with despatching to provide invoice with goods.

Under the appropriate security control, invoices can be reversed and re-invoiced and forward- or back-dated.

Return Authorisations can be created by linking to the appropriate invoice and Credits raised when approved.

<<< Previous.....Next >>>