Sales, Order processing, pipeline management


Sales made easy


Everyone knows that the keystone of profitable business is sales. HansaWorld makes the sales process clear and easy to handle.

Managing your pipeline is essential to the company's future. The workflow in process makes it easy for sales people to prioritize opportunities and get a deeper insight on the pipeline and forecast.

During every step in the process there are records to track about the status of a delivery or quotation. As there is no need to enter information many times, the increased efficiency will reflect on your sales team. Also, the customer relationships will improve when information about them and their orders is accessible real time.

The variety of reports makes predicting your future sales more accurate. Knowing the trends will help to make your business grow.

Download Enterprise as Sales Management Software solution product sheet (pdf) or read below:

Table of Contents


Basic Sales Workflow Management

Where Sales Order Processing is not an issue, companies can limit sales within ERP system Enterprise to entering an Invoice, and then making a Receipt against the Invoice - HansaWorld will even handle stocked items in this way, ensuring Stock Control entries are made for any invoices for stocked items not recorded through Sales Orders. Alternatively, the sequence will be to raise a Sales Order (possibly automatically, from a Quotation), create a Picking List/Delivery from the Order, and then raise an Invoice from the Order. It is possible to vary this sequence in some instances in our sales software.

Sales Orders Software Solution

As with other parts of HansaWorld, you can select an existing Order, and copy the details into a new Order. These details can be edited in any way before saving in the sales software. The Order itself allows you to request the delivery date (for the whole order or per line), and to specify the commercial terms for the future invoice. On Orders, Enterprise as Sales Software keeps track of the quantities of ordered items that have been picked, that have been delivered, and that have been invoiced.

You can enter a different company in HansaWorld’s Invoice To field, to allow you to record the eventual invoice against a different company from the customer - for example if the invoice needs to be issued to a leasing company, or to a different company within your group. Enterprise as Sales Software also allows the user to specify a different Delivery Address, either from a pre-configured table, or manually for this Order. Data entry of items to Sales Orders can be assisted with Item Classifications.

These allow you to create multiple attributes for stock items, such as supplier, product range, dimensions, and colours, and give each item as many of these attributes as appropriate. The selection of items can be using an assisted entry approach, which will allow you to select all items from a specific supplier, and then drilldown to items from that supplier that are within a product range. Drilldown could be to over 10 levels. At all points, items can be entered to the Sales Order screen of HansaWorld's Sales Software solution by individual selection or drag and drop.

In addition, there is a menu function that allows you to close any selection of orders - any quantities that have not been delivered will be cancelled. Amongst a wide range of standard reports, Enterprise as Sales Software includes:


EDI (Electronic Data Interchange)

Enterprise has an EDI module, for the taking of EDI orders inbound, and sending of EDI invoices outbound. Numerous formats are supported - check with your local distributor for more information.

Pricing

Enterprise has tables for Prices and for Discounts, which can be applied separately or together. Customers can be put on a given Price List and/or Discount Matrix. Pricing includes features for:


Discount percentages can be applied to all items for a customer or customer group, or to any selection of Item Groups or individual Items. The discounts themselves can be fixed or quantity dependent, with up to nine breaks themselves composed of quantities, values, weights or volumes.

It is also possible to set up Items that can be priced using formula that cross-refer to the pricing of other items in orders and invoices - for example for insurance, or for invoice value discounts.

Invoices, Credit Notes, Proformas

The Enterprise Sales Ledger (and Sales Order module, for specific features) supports the printing of invoices, credit notes and proforma invoices. Sales invoices functionality can include Cash Notes, which are immediately processed inside Sales Management Software against cash accounts rather than debtor accounts - primarily for retail use. Invoices can be given user-defined Payment Terms, which even include the ability to set up instalments, that split the due balance of an invoice across many dates, on given percentages.

Deposits/Downpayments

Cash can be received into Enterprise as Sales Software solution aprior to the shipping of goods or provision of services by several methods. Subsequent invoicing can show the net off of cash already received. Some of these methods are automated.

Interest Invoices

Charge individual customers for interest based on late payment of invoices, by selecting which customers, what interest rate to apply, and by running a regular batch routine to create the Interest Invoices themselves.

Credit Control

Enterprise as Sales Management solution includes the usual range of reporting to support credit control, such as Aged Debtor reports that include userdefinable age ranges. Debtor reports can be run back in time to any date, so you do not have to run them at month end. Statements can be produced to any date, and in two formats: open items, or all entries on the ledger between any range of dates.

HansaWorld’s Task Manager features, described in more detail in Enterprise and CRM, are perfect for credit control: Activities can be set up for chasing invoices, the invoices can be attached to the Activities, and the credit control history of the chase can then be recorded on the Activity. Credit controllers can then operate from their Task Manager (to do list), and drilldown to supporting detail whenever required.

In addition, HansaWorld’s level of integration offers other benefits to credit controllers:


Sales Ledger Reporting Software

Enterprise as Sales Software solution supports a wide-range of standard reports on sales data, including:

All of these reports interact with CRM features, such as the profiling of customer records by marketing source, business type or any other user-defined analysis code. Customers can be given more than 20 levels of analysis for this purpose.

For example, you can find the profitability of an exhibition, or the turnover an individual salesperson makes within a given vertical market or sales region. Also there is a standard export for Intrastat.