Sales
Overview
Key Features
- Efficient data capture by data entry, web integration or mobile application.
- Flexible invoicing and delivery docket generation, printing and emailing. This includes invoices/delivery dockets per shipment, per order, per month to branch and/or head office account.
- Highly maintainable, flexible and trackable contract pricing. This includes rules for groups of customers/products/machines, performance monitoring, prices, discounts, free products, date ranges, cost ranges, minimum in quantity/price in department or group buys.
- Flexible workflow rules with alerting of exceptions and current status percentages displayed on key screens.
- Extensive backorder tracking.
- Flexible tendering options including EFT integration, deposits before order and customisable payment rules.
- Return tracking.
- Reversal of transactions to remove the clutter of error corrections from customer accounts where appropriate.
- Integrated Point of Sale module.
- Integration to automated warehouse management.
- Integration to sales people's CRM module.
- Integration to Readysell's mobile application.
Readysell's sales module is fast and simple to use yet, like the rest of Readysell, highly customisable. It is useful to understand that Readysell handles the sales process by splitting work into the following elements:
- Sale Orders are the customer's demand for sales. Sale orders can come from multiple sources such as the web, quotes, data entry or mobile applications. Sale orders keep track of any back orders and also tie together the various shipments and invoices that might relate to a customer's order. You and your team need to have a clear understanding of the differences between orders and the other sales elements in order to make the best use of the system. You should not enter POS transactions as sales orders.
- Service Orders control repairs to machines. Machines in Readysell are service contracts that can be used with the service order and mobile application to give full control over your team of technicians. If you have a service team do not enter service orders through the standard sales order window. Service orders can make your sales department run at peak performance.
- Sale Shipments are our supply of the goods. Sales orders can have many physical shipments. The warehouse module can monitor work in the warehouse and release shipments for picking automatically as warehouse capacity allows. The time to set up automatic warehousing will save you in the longer term. POS sales are shipped immediately so they are created as sale shipments and should also be entered as sale shipments. Warehousing centres in part around picking sale shipments. Scanning stock being delivered can increase accuracy, but full warehouse workflow automation with the mobile application will optimise the sales picking process.
- Point of Sale A simplified POS screen that can be used to enter sales on a POS terminal quickly. Works the same a sale shipment but simplified.
- Sale Invoices cover the financial charge to the customer. A single sale invoice can cover many shipments - so invoices can consolidate shipments by sales order, month, head office account, and so on. The best use of invoicing requires that you think about cases where invoices should be consolidated for groups of shipments or customers.
- Deliveries control the actual shipment of the goods to customers. Local deliveries can be tracked and controlled using the delivery component of the mobile application. Your delivery runs will work better for local deliveries if you use the deliveries module and the appropriate features of the mobile application.
- Workstation settings control automatic printing, immediate emailing and batch emailing rules. Delayed emailing allows time to correct errors. Central printing control allows preview or automatic printing to particular printers for specified documents to be very finely controlled. The automated reporting can do a lot to make your business more efficient. Almost any option is available. Quite a bit of study and careful planning is required to ensure you make best use of the automatic report selection, email and printing features available. Readysell needs to set up the workstation settings, helping you to get the greatest possible benefits from the system.
- Bar code scanning using the unit quantities associated with barcodes automate data capture at every level in the warehouse. The quantity of bar code data and the correct selection of inner and outer box units will have a big effect on the efficiency of your sales and warehouse. There is a lot of industry data that can be imported to help you with barcode setup.
- Integration to machines. Machine contracts can apply to sales only if the machine is specified. Full machine service agreements including accessories can be generated from sales. Saving huge amounts of time and improving accuracy. Machine details can be captured from sales about machines that you do NOT service. Allowing Readysell's CRM features to encourage the sales teams to chase up those machines at the end of the machine lifecycle or at other appropriate times
- Sales leads generated by recording details of business sales where the sale is NOT to an existing customer. Readysell's CRM helps mine that information for leads at a later date. Automatic logging can be enforced for sales beyond a specified value.
- Web integration including import of sales orders automatically, sending customer invoices to the web so customers can reprint their invoices themselves and a full range of other web integration features.
- Education sales support. Including mass generation of sales for school classes, intergration to web school sales lists, future purchasing of school requirements, holding picking of school sales until a specified date etc.
- Sales via live customer data feeds, information about customer toner levels and printer usage can be imported from customer sites into Readysell and used to suggest or push sales to customers
- Mobile application can capture sales and quotes when the sales person is on site or at other times
Additional Specialist POS Features
- Gift Registry
- Gift Vouchers
- Lay-Bys
- Touch screen stand alone POS module for POS only sites
- Mobile application integration
- Sales Quick Reference Guide
- Sales Overview Diagram
- Sales Order Overview Diagram
- Sales Invoice Overview Diagram
- Sales Receipt Reversals And Sale Costs Diagram
- Sales Workflow Diagram
- Sale Orders
- Sale Back Orders
- Sale Shipments
- Deliveries
- Sale Invoices
- Pre-ordered Products
- Sale Runs
- Sale Shipment Runs
- Invoice Runs
- Gift Registry
- Gift Vouchers (non-trackable)
- Lay-Bys
- Pay-ins/Pay-outs
- Sale Module
- Best practice checklist sales
- Shifts
- How to Handle Cash Sale COD and Account COD
- Credit Notes (non-trackable)
- Tips on standard sell price and cost price update behaviour
- Handling eway web orders for Office Brands dealers
- Handling web orders
- How to Handle Sales Orders/Web where the Eway Payment Value received varies to the Sales Order Value
- Overriding Web order (SALWEB) prices with Readysell pricing
- Shopify Integration (Web Order)
- Web Order General Setup