Sales Order Processing
The sales order process in all organisations needs to be swift, accurate and efficient to allow for growth. Lakeview’s Sales Order Processing applications are designed to allow you the to deal with complex pricing issues, split deliveries, consolidated deliveries as well as routines for back-to-back purchase and works ordering.Account Management
Having easily accessible customer details to hand is key to good customer service, view all outstanding orders at the press of a button and drill to the source document to answer any queries at the first port of call. A single function can create a brand new order and pre-fill the order header with the customer details.
Order Entry
Quickly and easily create quotes, orders or proformas on the system – functions allowing duplication of previous orders, conversion of existing quotes and consolidation of outstanding orders allow for efficient order processing. Quick item entry using a “shopping list” feature details items bought previously and allows prompts for upselling. View stock availability at item entry to advise customers on expected fulfilment, use consolidated picking processes to optimise the picking function. Split delivery functions allow scheduling of call off orders on a single document.
Use the comprehensive pricing structure to provide price lists, customer specific prices, qty breakpoints or promotional offers. Assign customers product codes against each of your items and print on external documentation to avaoid confusion.
Reporting
Use outstanding order reports and deliverable sales order reports to forward plan despatch and proactively manage customer expectations. Optionally produce packing labels and integrate to 3rd party haulage packages to complete the despatch process.
Sales Invoicing & Credit Control
Cash flow is an important consideration for every business, the sales invoicing and subsequent credit control needs to be able to deal with all aspects of customer management in the most efficient manner. Lakeview’s invoicing and credit control functions are designed with this in mind, giving the users all of the relevant information at the touch of a button.
Invoicing
The sales invoice process is driven by your company’s process, be it quote to order to picking to dispatch and then invoice or a trade counter cash sale. Invoices are created for each dispatch note raised in the system and can be printed and posted as part of that process or batched up and sent out at day end by electronic means or hard copy. Consolidated invoices can be created for multiple orders dispatched on the same day for the same customer or on a user defined time period as required.
Auto-Stop Routine
Customers can be placed on or removed from stop with the use of a single automated program, set your criteria against account type, include or exclude particular accounts and specify how many days grace to give them and let the system provide a list of customers to be placed on stop and re-instate those that have since paid. This list can then be turned into a letter and sent electronically directly from the system, informing them of their status turning a traditionally long-winded task into a simple system process.
Payment Entry
Quickly and efficiently enter cash against sales ledger accounts, reference cheque payments with a batch number to allow for easy bank reconciliation. Allows cross-currency allocation and automatically calculates profit & loss on exchange.
- Further Information
- Harris and Russell - Sales and Marketing Success