Customer Credit Status
A customer’s credit status can be checked before, during and after a sales order is placed. Customers are validated against their credit limit and payment history. An order can be automatically flagged as held if they have overdue account items, if they have passed, or if this order takes them over their credit limit. If an order is credit held or the customer has been placed on stop the order cannot be picked or despatched until your credit control department has released it.
The teqcontrol pricing feature allows you to create standard price lists, customer specific prices per product to SKU level, foreign currency price lists and special contract prices. Bulk price changes can be easily applied and future prices can be set up well in advance to be automatically updated on a schedule of your choosing.
Picking and Despatching
When orders are due for despatch an on screen proposal can be used to inform you of order requirements due for delivery, highlighting any shortfalls in stock availability. Picking notes can be produced on an automatic run where any due orders can be fully despatched. Every picking note contains the location of each item required to facilitate picking for the warehouse staff.
Commission levels can be set up by Sales Agent and to product level, allowing you to offer special commissions per product. Comprehensive reporting is available as standard and customised Commission Statements can be produced and emailed directly to your Agents each month. Sales targets can be set up against each Agent or team member, allowing you to run reports against targets set, actual sales, and orders due for delivery.
External Documentation (inc Automated Emailing)
External Documentation, such as Order Acknowledgements, Despatch Notes, Credit Notes, Invoices and Customer Statements, are all tailor-made with a layout reflecting your requirements. All external documentation can be set up on scheduled tasks to be automatically emailed to your customer. Not only making you huge savings on postage costs but labour saving too.
Web Sales & Business to Business Portal
With a continued growth in online sales, the use of web ordering for both business to business and eCommerce sales is ever more vital to a company. A business to business portal makes it possible to expand the sales network directly to your customers. The customer can login to retrieve vital information about availability of products and delivery times which they can then pass directly on to their own customer. The portal also allows them to raise orders outside of your standard opening hours. The Portal can be made to look as a seamless extension to your existing web page.
Tracking—Third party tracking URLs from major logistic companies can be imported to the system. A double click on a tracking number in teqcontrol will take you directly to the tracking web page for that order. Tracking information links can also be embedded into automated emails enabling the customer to get access to the location of their order without calling your busy support desk.