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ERP Software gives you maximum flexibility, combined with rock solid control over every aspect of your sales processes and cycles from the very first contact with a prospect, all the way through to them becoming a customer.

Track how many calls, email, appointments and number of phone calls required to convert prospects to sales. Judge which sales campaigns are most effective and which sales reps and or products have the best return on investment.

Give up to the minute feedback to your employees from customers or plan months in advance stock requirements for up and coming sales.

All combined in one complete system from your CRM to marketing to completion of contracts, ERP Software gives it all to you.

To find out more about how to improve productivity with ERP Software's Sales modules Contact us today for a free demo.

Extensive Reporting Features

You can customise any one of the existing standard reports in ERP Software in hundreds of different ways. These reports can then be saved and viewed at any time. With an almost unlimited range of reports, using different printouts and styles that will allow a user to create a new report or modified any existing report and save as their own. Set your columns of data to not only total as a sum, but also display an average, a maximum or minimum value or any other range of totaling features. As an added bonus any piece of data that is displayed on any of these reports can be simply drilled into, this fantastic feature will give you extensive detail of what makes up the value displayed, right back to being able to open the original transaction on the report.

Instant Reporting Features

You don't have to wait for end of month rollovers or batch updating anymore, your reports are instant and up to date to the milli-second. As an added bonus any piece of data that is displayed on any report can be simply drilled into, this fantastic feature will give you extensive detail of what makes up the value displayed, right back to being able to open the original transaction on the report.

Prospects

Complete details as required to keep an accurate lead and prospect database, which can be added to, or deleted from, depending on your requirements. This is separated from your customer database but automatically converts to the customer database when required.

Leads

Keep a complete record of every call, email,appointment, letter and fax sent to prospects, etc. This will tell you exactly what was required to convert a prospect to a customer.

Sales Ratios

By tracking leads, with prospects etc; ratios can be created giving a record of rate of return, not only against products but also against sales representatives

Sale Leads Tracking

Full follow-up prompting of all prospects, leads and or customers . This will automatically load, as per the user when logging onto any computer on the network.

Customers

Complete details as required to keep an accurate customer database, which can be added to, or deleted from, depending on your requirements. The customer database is live to all areas of ERP Software which ensures that if any transaction involving a client is processed, the correct details including credit limits, pricing levels, past history, and contact and shipping details are automatically loaded and updated. No longer do you have to have multiple software packages to run your business.

Customer History

An extensive and complete history of every quote, sales order, invoice, cash sale, statement, appointment etc that you have made with this customer. These can at any time be simply drilled into to open the original transaction that makes up the report. If you have the phone system connected to ERP Software this list will even include calls made to the customer.

Graphs

Extensive range of 3D graphs which can be generated from most reports. You can alter the existing set or create your own which can then be saved and filter on at any time giving a comprehensive graphical view of your business.

Customisable Fields

Add your own specific fields to categorise your customers. These fields can be text fields as well as ´Drop Down´ fields. By making them drop downs you force a certain value to be selected, thus making your database consistent with what is displayed. There is even an option that you can turn on or off, with these fields that prevents the form from being closed if one of the values has not been entered.

Individual Customer Product Discounting

Each Customer can have products sold to them at individual prices, which will auto load when selecting that product in any transaction.

Multiple Discounting Options

Automatic discounting can be done at customer level, product level, groups of products or by date range. In fact there is over a dozen different ways discounts or mark-ups can be applied across the suite.

Unlimited Shipping Addresses

There is no limit to the number of shipping addresses a customer, project, job or customer can have.

Permanent Customer Discounting

Set up each individual customer to have either a one off discount, specific product discount, grouped products discounts, permanent discount or volume sales discounts.

Permanent Customer Mark-up

Set up each individual customer to have permanent mark-up percentage assigned. When this customer is selected on any transaction, the mark-up percentage will be automatically loaded.

Freight Pricing

Should you use freight companies to deliver your goods ERP Software will automatically calculate what charges you will incur to deliver the goods.

Full Clothing Matrix

Complete set-up as required to buy and sell using matrix products with an unlimited number of extendable “X” and “Y” grids. i.e. sell shirts by colour, size and sleeve length.

Quotes

Unlimited number per individual customer or job, with one button conversion to invoice, sales order, repair, another quote, or smart order. Any special price quoted on for a customer can be automatically stored and always used as that customer's price for that product. Can be faxed, emailed, or printed in multiple formats, all from the quote screen, as ERP Software has it's own built-in fax and email engine, so no external software is required to complete these operations.

Quote Status

Estimate sales by judging how likely obtaining the quote is, by using the status options to reflect the likelihood of making the sale.

Sales Orders

Used as a confirmation of a sale prior to invoicing. ERP Software sales orders come with full picking slip and delivery docket capacity. These can also be easily converted to any number of options from invoices to smart orders etc.

Back Orders

Complete back ordering system with automatic order number tracking between invoices i.e. if an invoice is placed and part of the order is not available for 3 days (on back order) the second invoice will have the original invoice number as a reference attached to it.

Cash Sales

Can be faxed, emailed or printed in multiple formats, all from the cash sale screen, as ERP Software has its own built-in fax and email engine, so no external software is required to complete these operations.

Foreign Currency

Allows selling and purchasing from Foreign Countries. Fixed foreign currency values per supplier can be set as well as auto loading of a currency adjustment value when payment is made. Products can also be pre-assigned with a supplier who has a fixed dollar amount in the supplier's currency, which auto loads and adjusts the current currency amount by the foreign amount.

Auto Loyalty Program Tracking

You can set a range of values that when a customer reaches a trigger point, the system will automatically create follow-up letters and follow-up calls.

Invoicing

Can be faxed, emailed or printed in multiple formats, all from the invoice screen. As ERP Software has its own built-in fax and email engine, no external software is required to complete these operations.

Batch Printing

Invoices can be printed in order of date, or customer, or number, or just all unprinted invoices. These can be done at any time with incredible ease.

Combined Back Orders

Combine automatically any orders for the one customer, either dependent on the arrival of deliveries or simply as each order is placed, the one invoice is simply extended.

Refunds

Can be faxed, emailed or printed in multiple formats, all from the refunds screen, as ERP Software has its own built-in fax and email engine, so no external software is required to complete these operations.

Delivery Dockets

Complete printout of all the information as required for the delivery of the customers goods.

Fully Integrated POS

For businesses that require single or multiple tills, customised for each user and integrated with card readers, barcode scanners, display screens and receipt printers. EFT Software integrates all the functionality of Point of Sale with real time accounting, inventory control and supply chain management.

Can Be A Satellite System

Set up satellite software systems in less than 1 minute where anything can be feed back and forth between head office and any number of satellites.

Stock Quantities

View in an instant what stock is in what stores including whats on order, sold, lay-by, booked, including what container holds the product and when it is due to land.

Full Trucking Manifest

Invoices etc can be assigned to routes with distance travelled options and auto payroll updating for the drivers. ERP Software has all the functions required to run a complete trucking manifest for almost any trucking company.

Create Recipient Statements

This is a fantasic feature for creating in house recipient statements for your suppliers, where you tell them what to invoice you for. Typically used where a supplier provides you goods that you measure and weight to tell them what the result was ie pallets of fruit etc

Picking Slips

Prints location of stock within the warehouse by rack number and bin location. You can also print all unprinted picking slips with one button, or each individual picking slip as the need arises.

Memorise Any Transaction for Auto Loading

This will allow you to create any transaction such as an invoice or cheque and memorise it. It will then automatically appear every week, month or quarter as required. This is a great feature for regular monthly payments like hire purchases etc.

Profit & Loss Reporting By Jobs

Each job or project can be its own profit centre. With costs and income tracked, or you can combine a group of jobs and track them as a total.

Progress Invoicing

Great for extended projects, where a portion of the total job can be invoiced. This can be done as a fixed amount of the job or as a percentage of the job.

Template Design

ERP Software has one of the most user friendly, yet arguably the most powerful template designer modules built-in. Great for designing any printout of any form in any manner you choose, so you can have an invoice or any number of invoice printouts, look anyway you choose, including logos, barcodes and images.

Transaction Customer Discounting

One off discounting per transaction, as a Dollar ($), Pound (£) or Percentage (%). Simply adjust the discount column to suit your requirements. This area includes one off mark-ups as well.

Transaction Customer Mark-up