Sales
We understand well how crucial a role the sales team plays in the success of the organization and how much better it can get if you had a streamlined, targetted and updated sales effort to help grow the business. BizLogika Sales captures the entire process from initial enquiry generated to scheduling client meetings to the conversion of the lead with generating the invoice. The core thought behind this module is quite obviously to effectively manage productive/ non-productive calls, effectively track converted/ lost leads, data capture from inventory to give accurate information for invoices, linkage of sales order with internal and external vendors, data sharing with accounts for assessing applicable taxes, commissions, discounts etc. as well as tracking sales orders from request for quotation till accounts receivable.
The possibilities are enormous here:
- - Pre-sales Marketing: BizLogika is perhaps the only Enterprise Solution that helps you automate your pre-sales activities- you can set up your appointments calendar, track your meetings, send out Minutes of Meeting, schedule action Items etc.
- - Credit Limit Verification: Check the customer’s credit limit prior to taking a sales order. Orders placed on credit hold are automatically released if a customer payment is entered or if the order amount is decreased
- - Availability Check: Check the availability of an item prior to taking an order. Give realistic delivery schedules. Manage procurement for priority items
- - Reserve Stock: Allows you to reserve stock for a confirmed Sales Order in Inventory, so that it is readily available for the designated customer when required. Reserved Stock shows up in Total Inventory but is not available for other customers
- - Multiple Customer Addresses: BizLogika gives you the ability to maintain multiple addresses for a customer – Contact, Billing, Shipping etc.
- - Single Invoice, Multiple Shipping Destinations: BizLogika not only gives you the ability to send each line item in an invoice to different shipping addresses, but it also gives you the ability to send partial shipments of each line item to several different addresses
- - Flexible Invoicing: BizLogika gives you the flexibility of combining several shipments – spread over a period of time and/or different locations into a single invoice
- - Shipment Scheduling: Specify a different delivery date for each line item on a sales order. Generate shipment orders according to delivery schedule and item availability
core features
Sales Pipeline
Allows for customer management, sales forecasting, lead management, appointment scheduling, MoM and sales trend
Types of sales segregation
Ease of use with segregation of types of sales parameters that make up the entire process – scheduled sales, seasonal sales, regional sales, direct order sales, POS sales, sample sales, batch sales
Pricing
Incorporates elements of multiple price lists, sales pricing, material-based pricing, customer-based pricing, price versioning, sales BOM
Estimation and Quotation
Need-based enquiry tracking, lot-based quotation, quotation versioning, quotation tracking, Technical Approval from Production Department (TAPD) is easily accessible
Order
Knowing how crucial orders are in business, special thought has gone into ensuring multi-level credit tracking, approval management, multiple ship-to addresses, different bill-to and ship-to addresses, one-time shipment and order tracking have been made available easily
Inventory
A crucial element of any business is always the management of the inventory which then makes for ease-of information access for the sales process, BizLogika Sales has put into place inventory collaboration, availability check, block stock, reserved stock, reserved stock, shipment planning, logistics planning and returns management
Accounting collaboration
The need for data resource availability from the accounts department has been incorporated with dunning, commissions, discounts, tax calculation and credit notes being easily accessible even at the Sales stage