FR269 - Can the system automatically assign a price per client material combination when placing an order by using an updated client master list?
Yes, We can define the special pricing to the client and also we can define price level to the client. At the time of creating the order for the client the system considers whether the client is having any special pricing and takes that price by default when the order gets created. If, there is no special pricing, then it will takes from the default price level for the client.
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FR272 - Can the sytem upload files like ms office (excel,word), pdf, etc.?
Yes, You can upload all type of files like MS Office, pdf. etc., into the system.
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FR273 - Can the system print delivery notes and pick tickets individually and per batch?
Yes, the system allows you to Print Pick Tickets and Delivery Notes Individually.
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FR274 - Can the system apply security restrictions so sales reps can only see their sales and not the one of their peers, except managers or coordinators?
Yes, We do have permissions where the sales reps can see only their sales or all the sales.
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FR275 - Can the sytem generate sales report per sales rep, supervisor, route, region, sales market group, etc.?
Yes, System can generate the sales reports Details and Summary per Sales Rep, Project Manager, Route etc.,
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FR277 - Can the system generate a report of clients, classify them as opportunities assigning a potential monthly average sales based on the client classification (wholesaler, retail, trade)?
Yes, the system does allow you to pull out the reports for clients based on either customer types or project types.
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FR280 - Can the system generate reports for the holds per client and sales rep?
Yes, the system does allow to pull out the holds report for client and according to sales rep who have been assigned for that hold.
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FR281 - Can the system generate sales reports per product category, brand, business, region, client type, sales market group, etc?
Yes, System can generate both detailed and summary report per category, client type, group etc.,
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FR282 - Can the sytem upload multiple files at the same time?
Yes, You can upload multiple different files types of files at the same time.
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FR283 - Does the system can allow a sales rep to enter a new client on the fly and classify them as cutomers or prospects?
Yes, If the sales rep have the permission to enter a new client then sales rep can able to enter new client and classify as customer or prospects.
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FR286 - Can the system generate a daily invoicing report with information like: order number, sales rep, order taker, amount, cogs, gross profit % and $, branch location, date of the invoice, invoice number, user that created the invoice, customer account number, customer name, SKU, sales market group, what sales rep got credit for the sale, product group ID, quantity, item description, client PO number for sales management?
Yes, We do have invoicing reports which shows all the information. By default the report will run for month but by keeping the data filter you can run it for the day.
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FR289 - Can the email to a client of their order aknowlegdement come from the sales rep?
The email to client will go from whoever has logged into the system at that time. If Sales Rep logged in and create the order and sent an email, then it will take the Sales Rep email.
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FR291 - Can one customer have multiple ship to addresses and sales reps?
Yes, Customers can have multiple ship to addresses. You can define multiple ship to addresses in customer profile.You can also select those ship to address when doing an order.
And You can also select two sales reps(Primary and Secondary) to one customer.
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FR292 - Does the system allows internal notes for a order?
Yes, System does allow the Internal Notes, Printed Notes and Special Instructions for an Order.
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FR294 - Does the system allow you to check inventory quantity on hand/allocated/available/backordered/on PO from the sales module?
Yes, When you are looking in the Inventory for an item it will show according to the statuses.
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FR296 - Can you create a special order from the order entry window? If so can it alert purchasing?
Special Order can be created from Order Entry window., but it will not alert purchasing team automatically. The sales rep or whoever has created the order they need to create the CRM event for purchasing team.
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FR298 - Does the system allow the PO to show the customer internal sales order number or customer PO number?
Customer Sales Order will show in the PO.
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FR300 - Can the system link the PO and sales order?
Yes, If you can create the P.O. from Sales Order then it will have reference automatically.
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FR301 - Does the system automatically notifies any changes in the sales order and it's link to the PO?
No, If any changes are made in sales order will not reflect in PO. Need to do the changes in PO manually.
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FR316 - Does the system allow connectivity with avalara.com and avatax?
Yes, The system will allow to connect with Avalara. We send(shipping address) the request to Avalara and Avalara give us the tax rate then we will calculate the tax amount. We do have some clients using this feature.
