AspDotNetStorefront Shopping Cart ECommerce - IS EBusiness Edition Integrated CRM

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To better manage customer related activities, Interprise Suite takes a customer-centric approach by giving access, within a customer file, to features and information that are otherwise located in other areas and modules of the application. This not only simplifies using AspDotNetStorefront IS but also allows you to have a better understanding of your customers and their needs by bringing all customer related data together in one place.

Because the AspDotNetStorefront IS customer module is fully integrated with the whole application, your organization will have a level of sophistication and simplicity that is not possible with various disparate systems. Whether emailing, faxing or simply scheduling a customer callback all customer related activities are accessible within the customer forms, providing a complete, company wide view of customer history.

The power and flexibility you need to manage your customers

Fully integrated credit management

Advanced Sales Quote / Order Processing

Manage sales representatives

Easily apply customer payments

Return Merchandise Authorization

Customer class templates and other setup tools

THE POWER AND FLEXIBILITY YOU NEED TO MANAGE YOUR CUSTOMERS

AspDotNetStorefront IS�s customer screens serve as a central place for all customer-related data. Customer information that is usually separated among different modules (accounts receivable / sales order / etc) or completely different applications (eCommerce / email clients / fax applications / CRM systems / etc) are all brought together in one logical location. Separated into Customer Billing and Customer Shipping screens, you can keep track of customer information both on a per location, as well as a, per billing basis. This helps to better understand customers, identify emerging trends and forge long term business relationships.

Designed for the fast paced environment of the real world, new customers are added to the system via an intuitive New Customer Wizard that uses predefined customer class templates to significantly reduce the time it takes to add new customers to the system. The New Customer Wizard will also check existing customers and prospects, eliminating duplicate data.

The customer screens also include dozens of advanced options to give your business the flexibility it needs. Customer based pricing, item descriptions, currencies, printed forms and more are just a few of the customer specific options that are available.

Supports customers, customer shipping locations and customer contacts
Support for international customers, address, phone numbers and tax rules
Quickly and easily add custom fields to the customer screens
Displays the most recent transactions for the customer with hyperlinks to directly open the transactions
Access all contact management and CRM features directly inside customer screen including notes, activities, email, history and more
Document management features allow you to attach documents directly to a customer or contact record
Analysis tools helps to identify customer trends and suggest additional products and services
Support for customer specific currency
Support for customer specific pricing / discounts and "negotiated prices"
Support for customer specific inventory item descriptions and item numbers
Support for customer specific commissions
Support for customer specific printed forms (orders, quotes, invoices, etc.)

FULLY INTEGRATED CREDIT MANAGEMENT / CASH FLOW MANAGEMENT TOOLS HELPS YOU SIGNIFICANTLY REDUCE BAD DEBT EXPENSE

For companies that extend credit to their customers the sales cycle is not complete until payment is received. With the average company paying beyond the terms date, effective credit control has never been more important. To better manage credit and collections, AspDotNetStorefront IS takes a comprehensive approach to credit management. The result is better cash flow and reduced bad debt expense.

See account details and transactions while chasing debts
View history of previous attempts to collect current outstanding balances
Mark transactions for payment and record excuses and comments while on the telephone
Automatically record the amount of money promised
Note queries against invoices, record details and print detailed memos of the problem
Automatically create diary entries to ensure the debt collection is followed through
Within seconds of speaking have a fax or email on your customer's desk giving details of the conversation and promised payments
Chase history and monthly statistics will show debtor trends
Spot customers turning bad and prevent uncollectible debts
See how much one bad debt costs
Instant reports of payments promised before a certain date - summary or detail
Find out how much time each customer takes on credit control: Are they worth having?

ADVANCED SALES QUOTE / ORDER PROCESSING

The AspDotNetStorefront IS sales order processing functions (Quote / Orders / Invoices) are perhaps the most comprehensive ever created. Powerful, yet easy to use, the sales order process screens are 100% optimized for fast order entry allowing your staff to keep up with a fast paced ordering environment. The intuitive multi-tab design logically groups all related information and extensive hyper-linking allows you to drill down to the details of every data file giving your order entry staff the information they need to respond to customer related inquiries and make quick, informed decisions.

The AspDotNetStorefront IS sales order screen features a number of keyboard shortcuts that can speed data entry and reduce order entry time.

Customer default information such as terms, pricing, taxes and more are automatically entered into the sales order.
The credit management control ensures that orders are not shipped to customers that are on hold or have exceeded their credit limits
Inventory items can be searched by any number of fields (including custom fields)
The system automatically displays the stock availability for all warehouses.
Advanced item types such as size/color matrixes and inventory kits are easily handled within the application as are non-stock items.
View substitute, accessory, up-sell items, cross-sell (customers who bought item also bought that)
Printed sales order forms can easily be customized via Interprise
Reports and you can assign custom reports per customer.
Payments can be entered directly into the sales order screens
Payments can be split across different payment methods for additional flexibility.
Sales order forms can be emailed or faxed, new sales opportunities can be created and tasks can be generated and assigned without leaving the sales order screen.

The AspDotNetStorefront IS Invoicing process is equally impressive allowing you to combine multiple orders into one invoice and invoice per warehouse for multi-warehouse orders. For companies that use sales quotes, the Interprise Suite sales quote screen is fully integrated with Interprise CRM for a complete solution. Sales quotes can be linked to CRM opportunities dynamically updating the sales pipeline and allowing management to get better sales projections and revenue forecasts. Quotes can be created for prospects ensuring that your customer file contains customers only but, on the other hand, AspDotNetStorefront IS will automatically convert the prospect to a customer when a sales quote is converted to a sales order.

Tabbed screen format brings everything together
Display item availability during order entry
Supports multiple warehouses and multiple units of measure
Support for non-stock items
Support for foreign currencies
Quotes work with CRM opportunities to forecast sales projections
Allows for split commissions
Apply payments directly in the order
Drop-ship items
Assign different sales reps per order
Allows back-order
Customer Credit Hold/Credit Limit Management
Make substitute orders in case item is unavailable
Track profit can be on a "per line item" basis
Attach documents and sales literature to quotes/orders/invoices
Automatically calculate shipping charges
Automatically calculate sales tax
Track non-taxable sales
Support for recurring orders
Generate order picking tickets and order packing list
Import or convert sales quote to a sales order and sales order to a sales invoice in just one click
Write letters on a quote, order or invoice and send via e-mail or fax

MANAGE SALES REPRESENTATIVES

For many businesses, inside and outside sales representatives are a key part of their organization. Like everything else, AspDotNetStorefront IS takes a comprehensive approach to helping you manage your sales reps. In AspDotNetStorefront IS, nested sales rep groups can be setup. Sales rep groups can be set up to be paid based on a percentage of the total sale or on a percentage of profit for each invoice. Additionally, commissions can be setup to be paid when the order is shipped to the customer or when the invoice is paid in full. In the invoice screen, commission amounts can be split among multiple sales rep groups and can also be manually overwritten.

In addition to a number of advanced setup options for each sales rep group, the sales representative screen brings all sales rep specific information in one place. From here you can not only view all CRM related activities for a specific sales rep (activities, to-do�s, phone calls, notes, faxes, emails, etc.) but also all of the sales rep group�s customer related history as well. This bird�s eye view of your sales representatives gives you a complete, up to the second picture of how effectively your sales team is doing which allows you to better manage your team to increase sales and profitability.

Supports Sales Representative Groups and
Sales Representatives
Supports a wide range of commission options including...
o Sales Representative Base Commissions
o Special Commissions Per Item
o Special Commissions Per Customer
o Special Commissions Per Customer & Per Item
o Split Commissions
o ...and more
Wizard-based Sales Representative Setup
Integrated CRM functions
Track sales opportunities
History of sales transactions for each Sales Representative�s
customers

EASILY APPLY CUSTOMER PAYMENTS

The customer payment functions are designed to allow quick and easy recording of customer payments. Customer payments can be recorded in the sales order and invoice screens as well as the customer payment screens. Open credits and balances can easily be applied and payments can be split among multiple payment methods.

Quickly and easily apply payments
Support for undeposited payments
Support for partial and split payments
Payments can be automatically applied
Apply credit memos and open payments on the fly
Print and issue receipts
Issue return receipts for NSF cases

RETURN MERCHANDISE AUTHORIZATION

Product returns are an inevitable issue for today�s customer focused business. To help efficiently mange and process customer returns, AspDotNetStorefront IS includes return merchandise authorization (RMA) capabilities directly within the customer module. To most efficiently process returns, AspDotNetStorefront IS provides the option of processing returns based on previous orders or items typed in on the fly.

For receiving returned goods, the Customer Module can quickly convert RMAs to credit memos on the fly. Retuned items can be put back in stock or disposed of directly from the returned goods screen.

Select previous order RMA option ensured customers do not return items they never ordered
Returned items can be returned to inventory or disposed
Receive RMAs in just one step
Options to issue credit, apply credit and return check when posting returns

CUSTOMER CLASS TEMPLATES AND OTHER SETUP TOOLS

To speed up data entry and reduce data related errors, AspDotNetStorefront IS uses a class template approach allowing you to setup multiple country specific templates each with default data that can be applied during customer, prospect, and sales rep creation. For example, when setting up a new customer, just select the appropriate class template (such as wholesale or retail) and AspDotNetStorefront IS will automatically populate the selected fields. For U.S. based customers that collect sales tax in different states, default customer class templates can be setup at the postal code level ensuring accurate tax calculations.

Create Class Templates for Customers,
Prospects and Sales Reps
Faster, more accurate data entry
Defaults can be setup per country or postal code

Key Features

Standard

Advanced

Customer Records

360-Degree View of Customer

Supports Splitting Contacts split by type

Customer Contact centred view

Notes history

Emails history

Activity history

Case history

Opportunity history

Document history

Campaign Waves the customer has been part of.

Custom Pricing, Multi Level Breaks & Promotional Pricing

Trading comparisons

Transaction history with attachment drill down (like signed delivery notes for invoices)

Transaction dispute feature

Outstanding Quotes

Outstanding Orders / RMAs

Recent Sales - Cross Sell Up Sell opportunities (like Amazon) (which show what the user has bought from us and alerts us to the fact that people that buy these items also buy other items and we should ask the customer if they buy them and if they do why not from us).

Buying Patterns (compares what they used to buy from you with what they do now and alerts you to changes so you can ask the customer are they still buying it and if so why are they buying it somewhere else now).

Auto Inactive Customer Routine
(Flags customers as inactive if not contacted for XXX days)

Credit Control

Credit Control management with send copy invoice feature, enter notes and payment promised dates

Overall Credit Control Management with Debt Analysis

Predicted Cash Flow (based on average number of days it takes individual customers to pay applied to their outstanding debts).

Statement & Debtor Letter Production with Lowest cost routing of documents

Interest Invoice Creation Routine on Statement run

Agent / Sales Rep Management

Sales Rep/Agent Management

Sales Rep/Agent Commission Calculation Routine

Sales Rep/Agent Linked Customers/Transactions/Orders

Option for Custom Form Templates for Each Customer

Sales Order Processing

Customer Sales Order Processing

Different terms for each order option even if for the same customer

Pick Multiple Items in an Order at once

Sell Stock and Non Stock items

Special selling interface for Matrix Items

Special selling interface for Kit Items

Order Entry Cross sell Up Sell (prompts the user entering the order and allows them to easily add qty to the order on the fly)

Order Entry Accessories and Substitute (prompts the user entering the order and allows them to easily add qty to the order on the fly)

Due Dates on every item line

Profit Calculation by item line and overall order

Drop ship option by item line (defaults from item set-up)

Allow back order option per order (defaults from customer set-up)

Allow multiple payments to be made against an order

Online Credit card authorisation (if subscribe to web service)

Audit Trial to see who has done what per order

Stock Qty Information with drill down on order entry. E.g. if there is a qty on purchase order by drilling down on the qty the user can see which orders, due dates and qty are coming in.

Allocation on Order Entry to promise a customer stock

Options to Change Locations and serial numbers/Batches on order entry

No Part Ship flag on sales order

Sales order item line minimum margin preference

3rd Part Warehouse confirm order delivery interface

Tax / VAT Inclusive selling price orders

Customer Pricing

Pricing Methods are numerous and simple to implement like Retail or Wholesale as defaults combined with Mark-up % on Last Cost or a Pricing Cost, Product Group Discount Bands, Last Price they Paid, or Special Price Lists with Qty Breaks and Promotional pricing and Specific Customer Pricing on specific items.

Copy & Import Price List Options

Multi Currency Price Lists

Export Customer Price List with all permutations of setup.

Status Driven Order Processing so you decide if you want separate credit approval, pick notes and invoices.

Additional Status Driven Order Processing stages order acknowledgements, packing notes and delivery notes

Printing in Batches or individually

Options to Print My Unprinted or All Unprinted or Reprint

Consolidated Picking Notes Feature to pick in Waves

Auto Allocation Routine so you can pick by warehouse by Delivery Route, Customer Rank, Sales Order number, Item Due Dates, Item and then allocate stock to orders.

Detailed Confirm Pick and Pack Routine which allows for re-picking non found items or changing qty, locations, serial number/batches easily

Consolidation of Orders to one invoice for the same customer with relevant information on item lines like source document, customer order numbers etc.

European SSD Analysis / Intrastate

Returns

Return Management RMA

Return Options like Accept ( Replace or Credit) and Decline (Scrap or Return)

Recurring Sales Orders and Contract Orders

Contract Sales Orders when a large order is agreed and then shipped over time

Recurring Sales Orders when customers have repeats at regular intervals

Other

Ship To View of Customer

Relations to other Entities

Service Contracts with SLAs

Active / Not Active Flag so it will or will not appear in the search lists

Custom Forms & Notes for Individual Customer Documents

Business Intelligence for example delivery performance to our customers

View Online Videos

1.		4.
	Creating Sales Order		Creating Purchase Order from Sales Order

2.		5.
	Printing Sales Order		Creating Sales Order from Sales Quote

3.		6.
	Importing Sales Quote to a Sales Order (Revised)		Business Intelligence Dashboard