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Extension Software for Sage CRMâ„¢: 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

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