Sales Management Software | Xsis for sale from Xsis Business Management Software

Sales Management Software | Xsis

Supplier: Xsis Business Management Software

Sales Management Software | Xsis

Reviewing outstanding quotes

Measure sales rep activity from note recording

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Grow your business with XSIS Business Management Software, review and monitor all activity from your sales team quickly and easily, managers reviewing outstanding quotes can instantly see whether sales staff follow-up with their customers.

Sales Entry comprises of:

Sales
Direct Sales
Sales Order / Invoice Release
Back Order Release / Review
Export Shipments
Shipment Status
Invoice Batch Release
Service Requests (NCR)
Quotes
Quote Activity
Job Invoicing
Account Fee's
Auto Billing
Labour Hire

From the one module, sales staff (subject to their individual security level) also have access to:

Receipts and Journals
Despatch
Stock
Debtors
CMS
Enquiry
Pricing

Sales Orders:

Create sales orders for immediate delivery/invoicing
Copy a sales order to create new order for the same or a different client
Assign to a project and/or group filter-fields
Multiple print formats
Assign a hyper-linked document
Browse sales orders, and apply Query filter for exception review: e.g. outstanding orders for a particular rep; delivered orders for a branch that have not been invoiced
Vary client invoice address: e.g. invoices for a finance company; delivery address for cash sales
sell from a branch with stock sourced from another; at invoice time a stock transfer is first generated to transfer the stock to the selling branch, and then the invoice is processed
Multiple kit/route to create detail elements, or blocks of text
Detail lines added wt a sequence number:
Line positions can be changed
Lines can be added between other lines
Price look-up of client history for a particular item
Any (practical) number of comment lines
Order memo field that can be printed as a preamble sheet
Phone, fax and email contact details retrieved from sales contact (rather than accounts/administration contact details)
Credit status and balances viewable from quote without the need to lookup the client's account
See Credit Control for rules
Processing charges (quantity and price) can be applied separately on a sales order line
Separate accounting for processing charges
A processing charge can be incorporated into the invoice line unit sell price (for,say, material) so that the charges is not identified
Buy-in items (a generic group types as such) can have their unique cost entered (as opposed to a normal stock code which uses the average cost of the item); nominate source supplier code for import to purchase order
Link sales order line to a purchase order line
Link sales order line to a work-order
Cut and fold entry sequence with auto calculation of the material quantity
Allocate a sales order line to a future purchase order receipt
Foreign currency settings:
- Currency type retrieved from the client master
- Enter f/c sell price manually
- Select a rate from the look-up rate table and fix f/c sell calculation
- Same as previous but prompt for a current rate at time of invoicing: the unit sells are then recalculated
Service-type sales order format for contract/maintenance work: linked to a job (including auto-job creation). linked to client item: e.g. a motor vehicle, supports client retentions

Quotes:

Create a client quote that can be converted to a sales order
Copy a quotes to create new quote for the same or a different client
Track won and lost quotes
Assign to a project filter-field
Qualify to a base price (e.g. copper price)
Expiry date
Multiple print formats
Assign a hyper-linked document
Browse quotes, and apply Query filter for exception review and printing
Load multiple kit/route to create detail elements, or blocks of text
Price look-up of client history for a particular item
Phone, fax and email contact details retrieved from sales contact (rather than accounts/administration contact details)
Credit status and balances viewable from quote without the need to lookup the client's account
Create work-order based quotes using the manufacturing elements, nominate: materials (including client own); target quantities; setup costs. Cost analyses by materials, labour machines, and overhead loadings
Review follow-up action on outstanding quotes with this multi-linked browse display.

Pricing Discounts:

Sales

Account discount which is global for a client, or discount by product group, or range of product groups
Discount applies to a nominated stock price level
Create discount profile groups and assign clients
Create unique client profile or to contain exceptions to a group profile

Quantity-Break

Five break-point discounts
Use negative discount to cater for price mark-up for broken packs

Settlement

Discount based on payment by due-date: deducted from payment
Discount based on payment by due date: processed as a credit

Future Price Changes:

The base sell prices (1 – 4) can be changed in advance.
Branch/location based
Creates change jobs based on run-time variables
Implementation date
Review and implement from an interactive browse

Invoicing:

Direct invoice entry and post without sales order
Sales order entry and then invoice release
Sales order invoice runs based on a variables; e.g. orders flagged as delivered in remote locations and invoiced from a central location
Release cycle-based service charge invoices
Day-book orders recording merchandise taken over a period (such as a month) and billed on a cycle
Suppress print of nominated sales order lines and / or text fields
show back-ordered lines on invoice
Print barcode labels (EAN, or character based– wisiwig)
Print despatch label
Print invoice preamble cover sheet (from the sales order)
print invoices in cycle runs based on client/date parameters
Run-time selection of print format
Run-time over-ride of printer
Foreign currency formats
Process payment with invoice
User-defined treatment of processing charge
Track cash sales by postcode
Part delivery of items with processing; auto calculate the material quantity to be release with the completed processing

Measure Sales Rep activity from note recording.

The bottom graph illustrates that the sales rep's preferences for customer communication are face-to-face and voice-to-voice rather than letter and email.

Sales History

Sales and gross profit – three years trend
Product : sales, profit , quantity period based and trend
Dash-board/Snap-shot graphs
Review by Sales Rep
Drill-downs

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