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CSA's Customer Order
Processing software is a sophisticated system that allows you to process
and bill customer orders, perform customer service functions, and analyze
sales activity. CSA Customer Order Processing software has been specifically
designed to enable you to process orders and answer questions while on
the phone with the customer. CSA Customer Order Processing software provides
your customer service representatives with immediate access to all of
the information they typically require when interacting with the customer.
CSA Customer Order
Processing also includes a comprehensive Sales Analysis module that lets
you analyze your sales activity by customer, product, categories, and
regions, with comparisons to prior year sales.
CSA's on-line order
processing capabilities and comprehensive sales analysis features provide
you with flexibility and performance that few other order processing systems
can match.
ON-LINE
ORDER PROCESSING
- Customers can
be retrieved by account number, name, zip code, phone number, or city.
- New customers
can be added to the system during order entry.
- Existing customers
can have their account information displayed and changed as part of
the order taking process.
- Retrieves all open
orders for a customer.
- Allows previous
sales information for a customer to be displayed.
- Items can be retrieved
by item number, description, manufacturer's item number, or customer
item number.
- Allows users to
evaluate item inventory availability at every location during order
entry.
- Optionally creates
backorders for out of stock items.
- Allows orders to
be shipped from multiple locations.
- Displays the extended
sales description for a product upon request.
- Optionally allows
line items for "floor orders" to be automatically uploaded
from hand held scanning units.
- Optionally selects
orders for billing as they are entered into the system.
- Processes cash
advances with the order.
- Automatically
places orders on credit hold based on user specified parameters.
PRICING
& DISCOUNTS
- Supports customer
contract pricing
- Maintains separate
price list for each customer type.
- Supports multi-column
volume pricing.
- Supports promotional
pricing.
- Categorizes discounts
by type.
- Supports standard
customer discounts.
- Allows prices
to be changed en masse by a percentage.
CREDIT
APPROVAL
- Automatically
places orders on credit hold during order entry based on the customer's
oldest open invoice, credit limit, whether the account has been inactive
for a given period of time, or whether the account is new.
- Reports all orders
on credit hold.
- Allows credit
notes to be attached to an order on credit hold.
- Provides a separate
routine for the credit manager to release orders from credit hold.
BACKORDER
CONTROL
- Provides the option
to automatically create backorders during order processing based on
current inventory availability.
- Allows for the
manual entry of Backorder quantities.
- Produces Open
Order and Backorder Reports by Item, Customer, and Customer Type.
- Advises on the
release of backorders (through Inventory Management) when backordered
items are received.
PACKING/SHIPPING
DOCUMENTATION
- Packing/Shipment
documents can be printed in On-line or Batch Mode.
- Optionally prints
a Picking List Summary Report, summarizing the total number of units
required for each item in a batch of Picking/Shipping documents.
- Prints labels
for shipping containers.
- For kit items,
prints the components that make up the kits.
BILLING
AND INVOICING
- Allows orders
to be selected for billing using either a one-step (during order entry)
or two-step (after shipments) process.
- Allows billing
of partial shipments.
- Optionally allows
shipment information to be processed by scanning items as they are shipped.
- Automatically calculates
freight based on the customer's freight zone.
- Allows invoices
to either be generated individually and included with the shipment,
or generated as a batch and mailed to the customer.
- Allows orders
that have been manually invoiced to be processed through the system
for the proper updating of inventory, accounts receivable, and sales
analysis.
- Automatically
calculates sales tax based on the taxing authority and the taxable status
of the customer and item.
CREDIT
MEMO PROCESSING
- Allows for the
processing and printing of credit memos.
- Optionally adjusts
inventory for each credit line.
SALES
REPORTING
CSA's comprehensive
Sales Analysis Module produces the following reports.
- Sales Comparison
by Customer
- Sales Comparison
by Customer and Product
- Past 12 Months
Customer Sales
- Customer Ranking
Report
- Customer Ranking
by Salesrep Report
- Gross Profit By
Customer Type
- Sales Analysis
by Customer Type and Product Category
- Sales Comparison
by Product
- Sales Comparison
by Product and Customer
- Sales Analysis
by Product
- Sales Analysis
by Product Category
- Sales Analysis
by Product Category & Customer
- Product Sales Ranking
by Dollars
- Product Sales Ranking
by Units
- Orders Booked Report
by Salesrep
- Salesrep Customer
Contact List/Sales Comparison
- Sales Analysis
by Salesrep and Product Category
- Monthly Salesrep
Report
- Sales by Salesrep,
Item and Family
- National Sales
by Product Category
- National Sales
by Customer Type
- National Sales
by Region and District
- Regional Sales
by Product Category
- Regional Sales
by Customer Type
- Regional Sales
by District and Product Category
- Regional Sales
by District and Customer Type
- Detailed Regional
Report
- Sales History Detail
Report
INTERFACES
- CSA Customer Order
Processing interfaces with the following other CSA modules: Inventory
Management, Accounts Receivable, Bill of Materials, and Materials Requirements
Planning.
SUPPORTED
HARDWARE
- PC's using Windows
Vista, Windows XP, Windows 2000
- Local Area Networks
(Windows 2003, Windows 2000, Windows Peer-To-Peer networks)
- UNIX based servers
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