FMIS Sales Order Processing
FMIS Sales Order Processing manages the whole sales process for project based businesses. Create quotes and sales orders directly from CRM demand, track stock and inventory and manage despatch and invoicing centrally.
Why use FMIS Sales Order Processing?
✓ Control the whole project sales cycle from demand to fulfilment
✓ Create quotes and sales orders directly from CRM integration
✓ Link Stock, Inventory and Production Control to project demand
✓ Create quotes and sales orders directly from CRM integration
✓ Link Stock, Inventory and Production Control to project demand
✓ Create work orders with complex Kitting and Assembly
✓ Quote and Sales Order approval with full workflow authorisation
✓ Tailored reporting suite with sales and margin analysis
✓ Quote and Sales Order approval with full workflow authorisation
✓ Tailored reporting suite with sales and margin analysis
Linked Solutions
Features
Core features
✓ Multi-company
✓ Multi-lingual
✓ Customisable workflows
✓ Electronic authorisation
✓ Complex kitting and assembly
✓ Drop ship
✓ Integration with CRM systems
✓ Quotes
✓ Sales orders
✓ Project/job creation from assembly in job cost system
✓ Auto fulfilment through purchase order, work order or stock/inventory
✓ Returns from customers
✓ Sales analysis and margin analysis
✓ Despatch
✓ Sales invoice production and finance integration
✓ Change management and version control
Pricing, kitting and assembly
✓ Build bespoke and complex kits and assemblies as sales items
✓ Hold default vendors and parts pricing
✓ Record discounts and sales margins
Authorisation matrix
✓ Role based authorisation limits
✓ Integration with HR, finance and project roles
✓ Full workflow management
✓ Electronic authorisation
Quotes
✓ Customisable quote templates
✓ Links to Deltek Vision and other job templates
✓ Integration with CRM packages
✓ Quote workflow and version control
✓ Quote generated sales order
Sales orders
✓ Final amendment and authorisation
✓ Auto create any project using templates mapped to sales order in your job cost system
✓ Tailored sales order print outs
✓ Electronic delivery of attachments and documents
✓ Easy status and full history of sales
Demand management
✓ Auto allocation of purchase orders to any preferred vendor at agreed discounts and pricing
✓ Direct pegging of finished goods in stock or items in inventory
✓ Demand generation of production work order/kit build for non-stocked finished goods
✓ Drop ship management
✓ Easy drill down for status
✓ Alerting for any shortfall or problem
Despatch
✓ Part/full despatch management
✓ Pick lists, packing notes, shipping and export documentation fully customisable
✓ Full status visibility
Invoicing
✓ Full/part invoicing for despatch and drop ship
✓ Credit note production
✓ Customisable invoices for multiple needs
✓ Automatic update to accounts receivable or billing
Reporting
✓ All documents easily customisable
✓ Base reports can be cloned and modified and marked as customer specific
✓ Base reports can be linked to particular workflows
✓ Dashboards and business intelligence
Integration
FMIS Sales Order Processing integrates with most leading CRM, finance and ERP packages. CRM integration allows the creation of quotes and sales orders directly from CRM data. Synchronisation of project, sales and inventory data provides for real-time reporting and cuts out the duplication of data. FMIS Sales Order Processing can be implemented as a stand-alone solution or part of a wider manufacturing or Purchase to Pay implementation.
Customer Reviews
“The team have been brilliant. The support that they have provided for us has been a credit to FMIS.”
Marilyn Draper
Finance Projects Manager, ESA Ltd
Sue Lawless
Business Manager, Exponent
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