Sales Order Management

Next Generation’s Sales Order Management software helps improve customer service and increase revenue. Service representatives can access real-time, company-wide inventory availability, and the system automatically references a customer’s unique processing options. Product promotions and other suggested up-selling prompts help drive additional sales and increase your average order value. Various order types, multiple inventory sourcing options, and flexible pricing options are accommodated.

The Sales Order Management provides immediate information about customers, products and historical information so that you can enter orders quickly and accurately.

Key Sales Order Management Features

  • Agile order entry, review, and maintenance options
  • Fully integrated B2B and B2C Internet-based processing options
  • Flexible customer lookup capabilities
  • Real-time order status and inventory availability information
  • Weight capture for items sold by weight
  • Buy, sell and stock in different units of measure
  • Credit checking
  • Freight Management integration to UPS, FedEx and USPS
  • Sales Commissions
  • Fully integrated with third party point-of-sale (POS) and credit card processing
  • Order templates, guides and up-sell tools
  • Order types include regular, drop ship, future, standing, blanket and branch transfer
  • Easy follow-up process for turning quotes into orders
  • Provision for kits, value-adds, and light assembly or work orders
  • Multiple backorder processing options
  • Optional distribution of one order to multiple shipping sources
  • Audit trail tracks all changes to an order

With Next Generation ERP, you’ll optimize profitability with accurate and effective financial management and benefit from these other convenient tools:

Orders entered online by a customer service representative are automatically checked and flagged for potential credit problems. Credit managers have full visibility to sales orders that are placed on credit hold, and are provided with up to date customer information to assist in the credit review process when releasing an order from credit hold

As Sales Orders are generated, Next Generation automatically commits inventory and creates back-orders created for any out of stock situations. The system also provides access to inventory in all company locations, and can split orders among multiple sources of supply, including other branches and vendors. 

Establish closer business relationships with your customers by providing secure, 24/7 access to the system. Customers can easily place orders, check stock availability, view their account status and determine the status of their orders using any Internet browser. Customers expect the flexibility of being able to access information and enter orders at any time, from practically anywhere. The e-Commerce module of Next Generation enables this capability while improving customer service and driving up revenues.

Get the flexibility and accuracy required to maintain standard price levels and profit margins for inventory items. Next Generation’s pricing engine automatically calculates the price for each sales order line by going through a multi-step hierarchy. As a result, you are not dependent on a sales representative or order entry clerk to determine prices. To provide maximum flexibility, sales reps and order entry clerks with proper authorization can override the system-suggested price, with an audit trail of each override.

Next Generation Billing provides instant access to online, up to date customer billing information and is seamlessly integrated with other Next Generation distribution software modules. Productivity and accuracy are increased by enabling each distributor to create their own billing flow, complete with prompts to collect required information during the invoicing process. Invoice, credit memo, debit & credit adjustment transactions for standard, branch transfer and drop ship orders are all supported. Additional capabilities include the ability to print at time of entry, duplicate printing, minimum invoice amount surcharge, standing and repetitive invoices and an audit trail of changes.

Next Generation Sales Analysis allows distributors to run comparative, summary or detailed reports that identify your most loyal customers, your most profitable items and your best salespeople. Analyze customer and item sales, cost of goods sold, sales tax, sales commissions and rebates. A secure dashboard highlights key sales and financial indicators of your business. The Sales Analysis module is a valuable management tool as it allows you to evaluate products, identify sales trends, and rank customers, enabling more informed marketing decisions.