Sales
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OrderWise Sales provides each of your sales people with all the tools and information they need to maximise their performance,
maximise sales and provide the first class customer service that every client expects.
From one dedicated series of forms, OrderWise Sales delivers everything a sales professional could want or need.
Take this scenario:
The telephone rings in the back office and a sales person answers it. The sales person quickly locates the client record and begins a quotation. Whilst entering the quotation the sales person is immediately able to tell whether the product is in stock and, if not, whether there are any on order and when they are due in, along with being able to look at other stock locations to see if another branch has any in stock. Thanks to the intuitive design of the system, any discounts set up for the client are instantly applied.
The client asks for a product he had ordered about three weeks prior to his call, however he cannot remember the code or exact description for it. In this case, the sales person clicks on the OrderWise Sales Product Previously Purchased tab and is able to instantly identify the product to which the client is referring, and then double click it in order to add it to the current quote.
The client asks whether or not a further discount would be
applied if he was to increase the quantity of his order. The sales
person quickly and securely checks the product's profitability
and agrees to provide a further two percent discount if he
orders a box of twenty of the product. The client agrees
and the profit on the overall order doubles.
The quote is saved and emailed directly to the client using
Adobe PDF technology. The sales person enters an OrderWise
Contact Manager record to remind him to call the client back
later today to progress the quote. After many other sales calls
OrderWise Contact Manager reminds the sales person to call
his client and chase the quote.
The client decides to order two boxes of the product, thanks to
the extra discount. The quote is altered by the sales person and
converted to an order at the touch of a button. A successful,
secure and efficient transaction, all thanks to OrderWise Sales.
- View full order history for previous orders including delivery dates and invoice values;
- Take credit card payments;
- Record data in various user defined fields;
- Specify a delivery address for an order or copy the order to a series of delivery addresses;
- View the total weight and volume of the order;
- Automatically apply delivery charges;
- Save the order as a schedule order that is repeatedly processed up to a set number of times;
- The ability to view all the outstanding calls that are waiting to be made to prospective clients to gain other sales orders using the OrderWise Contact Management system built into the OrderWise Sales functionality.
