If you distribute products at either the wholesale or retail level, then this is the engine room of your day to day operations, the front line of your company as seen by your customers. In order to build and maintain good customer relations, you must ensure that your customers receive what they ordered, when they want it, and at the price that they have been quoted.

Stamina Order Entry & Invoicing will help you provide the best possible levels of service, giving you differentiation from your competitors and helping to build customer loyalty. At the same time it will police your business policies, help streamline your warehousing operations, reduce errors and automate stock replenishment for multi-location operations.

Any pricing scheme can be handled by the system through intelligent price rules. Prices can be established for any customer or group of customers purchasing any product or group of products.

These rules are defined as a price matrix, allowing discounts to be specified or exact prices set, with variable quantity breaks. Special add on charges can also be incorporated within these price rules for factors like ullage, rebate recovery, insurance etc.

These basic rules can be extended for time factors, allowing price increases to be set to take effect on a specific date, or reducing prices over a promotional period. This results in accurate, automatic pricing, eliminating the source of over 80% of all credits processed in a normal wholesale or retail business.

Stamina allows invoices to be generated as a one stop, online process, or through the conversion of a quote or order to an invoice. Quotes can also be converted to an order if appropriate, and invoices can in turn generate back orders for any stock that is not currently available, or required.

This flexibility means that you can select the mode of operation that best suits your business needs.

From an invoice it is possible to produce picking slips which can enforce double checking in the warehouse, packing slips for inclusion with goods when an invoice is not required, carton labels from confirmed invoice pickings, shipping manifests and load details, and of course you can also print an invoice in the format your business requires.

Stock allocation to orders may be manual, though typically the automatic allocation routines would be used for larger volumes. Picking and packing slips can be produced directly from orders, as an order is approved and converted to an invoice, or from an invoice as required. Details of all invoices relating to an order are maintained for analysis and query resolution purposes.

Credit checking procedures warn if a customer has exceeded their limit, and processing of invoices or orders can be inhibited if necessary.

Quotations can be produced as required, with expiration dates, and a full tracking and follow up system is provided. If accepted, quotes can be directly converted to an invoice or order as appropriate, and unsuccessful quotes can also be marked to allow an analysis of where business is being lost, by whom and for what reasons.

Credit notes can also be processed by the system, and a facility is provided to reverse specific invoices in full if needed.

Enquiries and special procedures allow full details of invoices to be recalled to the screen or re-printed long after the originals have been processed.

Extensive sales analysis and reporting options allow you to dissect, analyse and monitor your sales performance over any period of time, calculate commissions, rebates and sales tax liabilities, produce price books, track controlled products like pallets, drums and trays, and examine the effectiveness of buying groups.

Stamina Order Entry & Invoicing will put you in control of this vital business function on a day to day basis, and streamline every aspect of order fulfilment, from initial placement onto the system through to eventual dispatch. It enforces business policies and rules which can be established and maintained on the system, and gives you a measure of their effectiveness through extensive sales analysis and reporting functions.

Click for Order Entry & Invoicing System Flow Chart