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Extension Software for Sage CRM™: CRM Order Entry Features
Exclusive Feature List for Order Entry for Sage CRM
21CRM SYSTEMS Order Entry includes
these features, amongst many others!
- 100% Browser based (non
ACTIVE-X)
- Fast load / display times, no
software or objects to install
- Customizable. Screens, fields,
buttons can be adjusted
- Workflow enabled: 100% driven
by workflow. Extendable as desired.
- Create and maintain quotes with
separate quote numbering.
- Look up inventory item status on
current and alternate locations.
Includes quantity on hand and
quantity available, a real time
calculation of actual unassigned
inventory on hand. Can be done while
entering an order or through the
fast inventory finder.
- Available automatic ship all
goods on an order.
- Automatic freight calculator,
automates the process of calculating
freight and adding to orders
- Predefined Discounts. Define
electronic coupons or other
predefined discounts on a dollar or
percentage basis, and allow users to
add them to orders based on security
- Item Kitting. Flexible,
real-time customization of kits that
can include stocking and
non-stocking items, as well as
miscellaneous charges. Customization
based on security, and configurable
by item within a kit.
- Available: Always use best
price, which uses the lowest price
regardless of in force contracts
- View detailed item sales history
by customer.
- Full integration to Sage Accpac
ERP Order Entry
- Full integration to Sage Accpac
CRM Library for filing of documents
such as invoices, order
confirmations, etc
- Email and print capabilities for
documents direct from order entry
- Extensive order entry screen and
workflow customization capabilities
using standard CRMOE techniques and
technologies
- Integrated Item and
Miscellaneous Charge database takes
the guesswork out of managing the
item database
- Unlimited price discount levels,
independently configurable by
pricelist and currency.
- Integrated Electronic Credit
Card processing using the E-xact
payment gateway. Available
integration to other gateways on
request.
- Print standard quotes, order
confirmations, invoices, picking
slips, credit notes and shipping
labels, or design your own forms and
labels using the built-in report
writer. Generate and print document
without using Crystal Reports or any
other software.
Extended Features
contact us">Contact
us for more information on this
exciting product!
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