Order Management

Complete the Entire Order Entry Process from One Screen


Customer Relationship Management

Prophet 21 SBE offers the ideal Customer Relationship Management (CRM) tool for your business. When entering orders, you can access key customer data - from shipping preferences to past orders to notes made during previous conversations. You can even distinguish between your customers' required date and the date you promised the order would arrive.

Customers receive outstanding, personalized service, which translates into more repeat business and higher sales volume. In addition, by tracking activities and setting tasks, you never again forget to follow up with a customer.

  • Track prospect and client information
  • Contacts integrated with fax and e-mail
  • Create labels and envelopes
  • Create targeted mailing lists
  • Create and follow up on tasks
  • Multiple ways to look up customers
  • Access key information from one screen

Order Entry

Your order management processes directly affect your customers and how they view your business. Customers demand faster, better service and will go elsewhere if you can't meet their needs.

Fortunately, Prophet 21 SBE enables you to complete the entire order entry process from one screen - enter quotes and orders, convert quotes to orders, expedite orders, check stock, search past invoices, verify shipping preferences, and more.

With Prophet 21 SBE's built-in ability to suggest accessory items and substitutions, you will not only grow your margins, but even your most inexperienced sales people will sound like seasoned pros. You can link product information, such as material safety data sheets or product specification sheets, to item codes and send that information directly from Prophet 21 SBE to the customer to confirm they get exactly what they want.

  • One screen order entry
  • Price and availability requests
  • Quote conversion
  • Release schedules/blanket orders
  • Front counter sales
  • Non-stock item creation
  • Unlimited item information
  • Accessory items
  • Multi-search functionality
  • Substitutions
  • View expected item-receipt date
  • View customer past orders and quotes
  • Multiple ways to classify orders
  • Date sensitive
  • Lot Billing

Pricing

Prophet 21 SBE gives you the flexibility to set prices as you see fit - including offering select customers preferred pricing and setting promotional pricing - ensuring that you maintain your margins while meeting customer and competitive demands.

Because Prophet 21 SBE automatically maintains pricing according to the parameters you set, you avoid pricing errors by over-zealous salespeople or inaccurate re-keying. And, you never have to worry about losing money on a sale when you use margin of last sale functionality to maintain accurate pricing.

  • Complex pricing matrix
  • Flexible pricing
  • Promotional pricing
  • Second pass discounting
  • Changes and exceptions
  • Return goods authorization
  • Sales analysis

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