Sales Orders

Processing your customer’s sales orders on-the-fly and getting it right first time makes for a smarter slicker operation ensuring that every hard won sale is reflected in your bottom line. If improving the ef- ficiency and accuracy of your Sales Order processing is what you’re trying to achieve, Greentree can help.

Key Global features

• Comprehensive Order Tracking – Answers the “where’s my order” question. Order status codes and line item delivery dates track customer orders from initiation to delivery to determine its position in the sales & distribution cycle.
• Selling Price & Margin Control – Hide or restrict sensitive sales, margin and discount information from specific users or user groups. Prevent margins from being altered which also prevents unauthorised discounting
• Sales and Price History – Access sales and price history to automatically create a new order without re-keying data.
• Effective Credit Control – Apply a pre-defined credit limit to an account and stick to it – prevents over-extending credit
• Backorder Management – Allow back-ordering or disallow it, automatically release backorders linked to purchase orders and print packing slips, allow partial/complete fulfillment – you choose

Sales Order Features at a Glance

• Access ‘live’ information with flexible inventory solutions
• Tighter controls prevents over-extending customer accounts
• Track ’n Trace every order item
• Use Excel as a sales data source
• Improve the efficiency of deliveries - match packing slips with delivery sequences
• Real-time enquiry and reporting for better decision making
• 24/7 customer service via the web
• Reduce distribution costs - use supplier-to-customer delivery
• Integration with other Greentree Modules

Access ‘live’ information with flexible inventory solutions

The old adage, “you can’t sell what you haven’t got” may be a little clichéd but it’s absolutely true. Sales growth can be constrained by an inefficient Inventory Management process which is why Greentree’s Sales Orders and Inventory Management modules are highly integrated in real-time to ensure you can instantly respond to your customers sometimes unexpected order requirements.

Greentree’s ‘contingency’ thinking empowers front-line sales staff with instant access to the information they need to capture the sale one way or another. You can offer alternative or complementary items, source them from another location or back-order them and give a realistic time-frame for delivery.

Alternatively, you could offer to purchase-to-order and commit that item to the sales order to ensure it’s not sold to another customer. You can do all this in real-time plus quote a new price on-the-fly if you need to. Your customer doesn’t need to commit to the quote, simply hold and track then convert it into a ‘live’ sale without re-keying a single digit. This is very, very responsive customer service ensuring every sale counts.

Tighter controls prevents over-extending customer accounts

Since the Inventory and Accounts Receivable modules are also highly integrated in a ‘live’ environment, everything that happens is updated instantly. This prevents sales orders from being processed for customers with overdue accounts – you’re in complete control.

Track ’n Trace every order item

You can tell your customer the exact status and progress of every item in their order at any time during the sales and distribution process. No awkward moments trying to explain to an irritated customer where their ‘urgent’ backordered items are since Greentree allows you to monitor expected delivery dates and allocate a priority to special customer orders. Make sure your customer gets what they need when they want it as quickly as possible.

Use Excel as a sales data source

If you have open sales orders in another system and need to extract these into Greentree you can create a template in Excel to export the data into the Greentree Sales Order Entry program. This saves time in initial set-up of Greentree and there’s no need to consider third party systems.

Improve the efficiency of deliveries - match packing slips with delivery sequences

You can design the sales and distribution process any way you want - design it around the sequence in which the delivery truck does the deliveries. If you have inventory in multiple locations print packing slips according to where the warehouses are and in the sequence the delivery truck visits each location. If you have customers

with multiple delivery addresses then print packing slips according to where each is located – it’s your process you choose!

Real-time enquiry and reporting for better decision making

Greentree empowers the entire organisation with a ‘clear and present’ view of what’s happening in the business at any time. Your Sales Manager can see which inventory items were slow movers, which items the sales people were selling the most of, which sales person is ahead of budget or needing a little ‘encouragement’ and which items need a greater sales effort. The business decision making process instantly impacts the bottom-line in realtime. Management becomes proactive.

24/7 customer service via the web

Greentree’s Webstore enables your customers to order online in real-time with immediate updating of the database. Customer’s get instant access to their complete account set-up including discounts, backorders, sales history etc at a time that suits them – no waiting, no queues.

Reduce distribution costs - use supplier-to-customer delivery

If you’re looking to reduce distribution costs or you simply don’t have a distribution centre you can automatically assign a customer’s delivery address to a purchase order so goods are delivered from the supplier directly to the customer. This is ideal for web-based businesses where the key focus is to sell goods and distribute them directly to the customer at the best possible price.

Integration with other Greentree Modules

Greentree’s modular system builds upon and integrates with all other modules to ensure that every drop of business intelligence is extracted from every transaction right across the business – nothing goes to waste. This translates into aggregated business value and you need only purchase the modules that best fit your business.

Inventory & Accounts Receivable are highly integrated core business modules whilst Sales completes the picture to create the most highly integrated ‘live’ environment within the Greentree suite of modules.

Sales Orders integrates in real-time with several other Greentree modules:

• Inventory
• Data eXchange
• Purchase Orders
• Foreign Currency
• Accounts Receivable
• General Ledger
• Webstore
• Data update from Microsoft Excel