Beacon Link

Enhanced Order Entry - Feature List

 

10 enhancements for sales order entry

 

Connect a barcode scanner

Save time entering sales orders by simply scanning barcodes. Scan either your own product codes, EAN numbers or your manufacturer's bar-codes.

Fast, improved product search

Full text search for products. Products matching a customer requirement can be easily found. This makes it possible to identify the right product code when your customer only knows it by name or by a different code.

Easily check stock availability

View the product availability for stock-items as and when you add each order line. No longer toggling between SOP and Stock screens in Sage to find out how many are in stock.

Out-Of-Stock items and Alternative Products

A warning message can be displayed when attempting to add an out-of-stock item to advise your customer, or you can choose to prohibit back-orders.  Alternative products can be listed when the first choice is out of stock.  Pop-up product images and detailed descriptions aid the inexperienced telesales person.

Price Lists and Promotional Pricing

Apply pricing from the customers' normal Price List, or enter all orders using one single Price List such as a price list for the Showroom or Exhibition.  Promotional pricing can be set for selective items using a promotional Price List.

Hide Obsolete Products

Use this option to hide disused and obsolete product codes. It removes the clutter from your product list and at prevents future, unwanted, sales.

Total Order Weight

Total order weight can be calculated for each new order.

Fixed Delivery Options

Removes the vagaries of entering carriage costs. A menu is displayed of your Delivery charges from which one can be selected.  This option restricts the entry of carriage costs to predefined amounts.

Auto Allocate Order

Optionally auto-allocate stock to new orders.

View who has allocated stock

A simple question that is difficult to answer within Sage, but this option helps you find where else stock is allocated.

5 enhancements for customer accounts

Simple customer search

Full text search to identify customers. This allows telesales to easily find customers when your customer has forgotten their account code. Search by customer name, any part of their address or simply ask the customer for their postcode to cast a professional image.

Postcode Look-Up

Save time and reduce keying mistakes when entering invoice or delivery addresses. Optional UK postcode lookup for new customer addresses and delivery addresses. Uses the popular Postcode Anywhere service (usage charge applies).

View customer purchase history

View only those items which a customer has previously purchased. This makes it simple to assist customers when they ask, "for more of the same from last month".

New customer information

Mandatory capture of customer information when creating new customer accounts. For example, make contact telephone numbers mandatory or prompt for marketing information such as Source of Enquiry or Promotional Codes.

Structured Customer Account Coding

Force your users to create new Customer Accounts in a structured manner e.g. SMITH001, SMITH002 etc.   Names can also be structured as Title, Forename and Surname.

2 enhancements for the user experience

Speeds up Sage Line 50

Users can enter Sales Orders without being logged in to Sage. This can lighten the load and improve the performance of Line 50 in a multi-user environment.

Enhanced User Permissions and Control

Complete control to lock down sales prices, discounts, and tax fields so that users are prohibited from changing prices or offering erroneous discounts.

4 enhancements for the Trade Counter

Scan products

Quickly and easily add products to your sales order or Invoice by scanning the goods.

Payment Selection

Prompt for cash, cheque, or credit/debit card payment methods and automatically post to the appropriate bank account.

Bill Of Materials

Use BoM to calculate pack quantities on the fly.

Automatically print Invoices

Set the system to automatically print sales orders or invoices - without the user's having to remember!

 

---