OPTIONS SALES ORDER ENTRY

What is OPTIONS Sales Order Entry?

OPTIONS Sales Order Management manages the entry of sales orders and catalogue requests on-line, in batch and from web sites.

OPTIONS Sales Order Entry Summary

Defining Order Types

• OPTIONS offers an unlimited number of order types, used to determine the form of order entry required, and for management reporting and analysis purposes.



• Users can enter multiple orders simultaneously.

Managing Customers

• Multiple customer identification methods including the optional use of PAF, to increase address accuracy whilst reducing time and user effort.

• Full customer enquiry, add and update facilities during sales order entry with on-line de-duping facilities.

• Multiple ship-to addresses can be retained on each customer record.

• Full range of customer relationship and historical trading scripting messages, automatically displayed and optionally updated by sales order entry staff, to support the development and maintenance of customer relationships.



• Automatic recognition of consumer and trade customers applying VAT inclusive or VAT exclusive pricing as appropriate.

Managing Sales Order Entry

• Identification of the source of the order, by reference to customer specific and company wide marketing campaigns.


• Automatic pricing from user defined marketing campaign rules.



• Multi-currency pricing by catalogue, order or customer.



• Cost/price relationships maintained for margin warnings.



• User price override options with security clearance.



• Automatic build up of qualifying promotions and discounts with, user defined supporting scripts automatically displayed for sales order entry staff.

Managing Stock Information

• Real time allocation of stock during sales order entry.



• Full stock availability checks on:



1. Single products.
   
   
2. Substitute products.
   
   
3. Products associated through user defined attributes, for example size, colour etc.
   
   
4. Expected delivery dates for out of stock products, and information detailing commitments to existing outstanding back orders.

Managing Payments

• Automatic display of suitable payment types based on the customer type and the order type.



• For trade customers who pay by invoice, order values are validated against their user defined credit limits and any outstanding invoice balances.



• Multiple payments types available, and mixed payment methods permitted on a given order.



• Payment methods include:



1. Credit Cards
   
   
2. Cheques
   
   
3. Invoicing
   
   
4. Gift Vouchers
   
   
5. Loyalty Points
   
   
6. Customer Accumulated Credits
   
   
7. Concessionary Credits
   
   
   

• Users can automate credit/debit card authorisation charging and processes to be managed real-time or in batch by OPTIONS.



• OPTIONS Credit Card Security manages advanced security checks for user defined potential high risk customer and order profiles.



• For additional credit card security, OPTIONS facilitates AVS and CV2 management.

OPTIONS Sales Order Management – Related Additional Modules

Please see:

• AVS and/or CV2

• CTI – Computer-Telephony Integration

• OPTIONS Credit Card Security

• PAF – Postcode Address File

• OPTIONS Two-Way Internet Interfaces

• OPTIONS Retail Interfaces

 

If you would like further information about OPTIONS, or would like to discuss your system requirements with one of our business consultants, please go to Contact Options.