Backoffice Ordering
- Designed to be used as a backoffice ordering system.
- Receive inquiries, prepare quotations, and sales orders, and progress toward delivery and invoicing.
- Assign approval for each workflow process and customize different print formats at each stage.
- Create pick lists and choose different warehouses to fulfill the order and print their corresponding withdrawal slips.
- Split the order and fulfill partially if stocks are not available.
Billing and Collection
- Manage your customer credit limits and receivables.
- Account for each transaction and make sure there are no uncollected payments that got lost in the paperwork.
- Create a statement of account on a weekly, bi-monthly, or monthly basis and bill your customers promptly.
- Allow payments to be assigned to a particular invoice
Cash Position
- Get full insights into your cash position – how much capital is out there, and how much collections are expected in the coming days.
- Minimize credit risk by identifying high-risk accounts early on and minimize exposure by limiting their credit limit.
- Identify delinquent accounts and overdue transactions. Impose penalties and surcharges to encourage your customers to pay on time.
Features
- Set up to 10 different workflow processes like inquiries, quotations, sales orders, picking, ready for delivery, delivered, and sales invoice.
- Assign different approval roles for each.
- Create your own print formats such as a pick list and withdrawal slip.
- Enforce credit limit and inventory checking.
- Set timing when to bill the customers.
- Create pick list with different warehouses.
- Split the order and fulfill partially based on the availability of the stocks.
- Allow manual or auto assigning of collection to an invoice.
- Be alerted regularly to delinquent accounts and overdue transactions.
- Customize and create a professional statement of account and send it through email or via hardcopy.
- Access customer profiles, purchase history, and account ledger easily.
- Create customer tickets.
- Impose finance and late charges.
- All front-end features are supported in mobile POS.
- This is a premium module and requires separate fees.