Showing posts with label Food and Beverage. Show all posts
Showing posts with label Food and Beverage. Show all posts

Thursday, February 13, 2014

Add-on Modules - QAD Configurator

(Source: www.bsdinsight.com)
QAD Configurator provides tools for users to easily configure complex products during order entry, without the need for technical knowledge of the product or the system; for organizations that manufacture and/or sell products that are uniquely configured to customers' needs.
  • Streamline the order entry process by asking the customer to select from a set of predefined options
  • Apply predefined rules with constraints to correctly configure the particular end product
  • Automatically generate the variant product with appropriate Bill of Material (BOM), routing, pricing, available inventory, and a promise date based on preconceived rules and calculations
  • Reduce reliance on engineering expertise to configure sales orders
  • Reduce scrap, rework and returns by minimizing configured order entry errors


For more information, please go to 

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Add-on Modules - QAD Advanced Pricing Management, Medical

(Source: www.bsdinsight.com)
QAD Advanced Pricing Management, Medical (QAD APM Medical) provides life science suppliers the functionality to manage contract, pricing and promotion activities — from planning through execution, administration and evaluation.
  • Sales channels can be easily defined to improve structure and control of pricing
  • A wide variety of promotions can be managed, easing contract management and reporting
  • Managers can easily compare planned to actual trade spending against a preset budget, to quickly discover excessive spending
  • Dynamic ability to structure and maintain GPO or IDN memberships reduces upkeep times and ensures appropriate pricing



For more information, please go to 

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Add-on Modules - QAD Trade Management

(Source: www.bsdinsight.com)
QAD Trade Management allows manufacturers and distributors to more effectively plan, manage and track trade (promotional) spending activities. QAD Trade Management provides the information to analyze and monitor promotional programs, track revenue and costs, compare them to budget and prior year, track sales by customers and products, plus process and track claims and rebates.
  • Effective planning and analysis can reduce trade spending without compromising returns
  • Reduce payments to customers for invalid deduction claims
  • Reduction in time required by Accounts Payable and Accounts Receivable personnel
  • More accurate resolution of claims and deductions



For more information, please go to 

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Add-on Modules - QAD Demand Planning

(Source: www.bsdinsight.com)
QAD Demand Planning enables the creation of more reliable logistic, sales, and budgetary forecasts. It comes with a wide range of simple to extremely complex algorithms that help to create a statistical forecast. Collaborative capabilities, provide the ability to receive input to forecast calculation from other functional contributors such as sales, marketing, and finance.
  • Analyze historical data for suspect values and reliability
  • Consider a wide range of forecast influences such as:
    • Seasonality, external factors, trend
  • Utilize a broad range of statistical techniques including:
    • Holt-Winter, Exponential Smoothing, Crostons, Box-Jenkins
    • Auto-Selection
  • Create weekly or monthly forecasts
  • Build multi-level, top down and bottom up forecasts
  • Manage marketing events
  • Factor in product life cycle from birth to retirement
  • Calculate appropriate safety stock levels from required service levels



For more information, please go to 

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Add-on Modules - QAD Customer Self Service

(Source: www.bsdinsight.com)
QAD Customer Self-Service is a complete Web storefront and self-service portal that can be tailored to integrate directly into a company Web site, supporting 7x24 order management and customer self service (tracking order status, availability, etc). QAD Customer Self-Service offers a personalized, secure order management system, with browser-based order entry and visibility.
  • Increases revenue opportunities through an expanded sales channel
  • Reduces costs through reduced reliance on call center resources
  • Increases customer satisfaction through more efficient buyer/seller communication channels
  • Available with an optional Credit Card component



For more information, please go to 

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Core Modules - Pricing

(Source: www.bsdinsight.com)
Pricing capabilities support automatic pricing during key order transactions. Two basic pricing models are used:
  • Best pricing for sales quotes and sales orders
  • List/discount pricing for scheduled orders



For more information, please go to 

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Core Modules - Sales Analysis

(Source: www.bsdinsight.com)
Sales Analysis monitors salesperson productivity and effectiveness as well as giving greater visibility on sales by product line or item:
  • Provides ranking of items by sales, margin, or quantity
  • Integrates with Sales Orders and Invoicing



For more information, please go to 

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Core Modules - Sales Orders

(Source: www.bsdinsight.com)
Sales Orders and Invoicing provide a variety of methods for order creation, credit verification, confirming orders, inventory allocation, picking and shipping products, processing invoices and handling returns.
  • Sales Orders can be created from Sales Quotes, received electronically using EDI or entered manually
  • Integrates with Pricing to accommodate a wide range of pricing situations, allowing for best pricing
  • Automatically transfers posted invoices to Accounts Receivable for aging, payment maintenance, and integration with General Ledger
  • Correction Invoices; create a correction sales invoice for an original invoice, keep track of the relationship between original and correction invoices, and print correction invoices that show original amounts, corrected amounts, and the difference



For more information, please go to 

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Core Modules - Sales Quotations

(Source: www.bsdinsight.com)
Sales Quotations supports the generation of multi-line sales quotations utilizing advanced pricing capabilities (promotional pricing, temporary price reductions, customer price lists etc) and supporting complex and high volume environments.
  • Allows the user to create responses to customer requests for quotes (RFQs), and maintain historical information on sales quotations to customers
  • Create sales orders by releasing Sales Quotes to Sales Orders/Invoices
  • Item up-sell, cross-sell and item replacement: identify similar or replacement items for discontinued items, items that are not available and additional complementary items
  • Enables win/loss analysis



For more information, please go to 

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Core Modules - Customer Relationship Management

(Source: www.bsdinsight.com)
Customer Relationship Management (CRM) provides a 360-degree view of your customer, integrating customer information at every touch point.
  • Lower costs while attracting and retaining customers
  • Generate greater customer loyalty
  • Increase cross-sell and up-sell successes
  • Improve sales forecasting
  • Improve customer responsiveness with access to relevant and timely data



For more information, please go to 

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Customer Issue Management

(Source: www.bsdinsight.com)
  • Log customer issues
  • Assign issues to customer service staff for follow up along with activities to advance the issue
  • Associate issues with a profile, a service contract and/or an item of installed base equipment
  • Integrates with activity management to offer calendar views and escalation capabilities
  • Full audit trail of issues through the customer lifecycle



For more information, please go to 

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Key Features of Customer Relationship Management

(Source: www.bsdinsight.com)
  • Customer console – Complete access to customer information - quotes, orders invoices, Accounts Receivable, Sales History Installed Products and Service calls in a single screen
  • Sales dashboard - Four predefined sales key performance indicators (KPIs) offer the salesperson a graphical view of their sales performance, sales funnel and past-due sales activities
  • Maintain prospect and customer profiles - maintain list of contacts (decision makers, influencers), business characteristics, locations, financial information, past sales history, existing opportunities, installed base equipment owned by the company
  • Manage opportunities – Develop leads, build pipelines
  • Manage sales activities - Manage activities related to the sales cycle
    • Meetings, phone calls, e-mail messages, product demonstrations and more
    • Manage both profile related activities and non profile activities such as internal sales meetings
    • Create alerts for follow up tasks, calls and meetings
    • All activities are kept in history for possible referral at a later date
    • View in standard Calendar format either daily weekly or monthly
    • Synchronize activities with Microsoft Outlook® calendars for PDA visibility
  • Campaign management - monitor campaign costs, stages and activities, develop target audience, media options
  • Analyze campaign performance - view history of activities associated with campaigns that have been completed
  • Manage business opportunities - filter records and generate various reports




For more information, please go to 

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The Value of Customer Relationship Management

(Source: www.bsdinsight.com)
  • Lower costs while attracting and retaining customers
  • Generate greater customer loyalty
  • Increase cross-sell and up-sell successes
  • Improve sales forecasting
  • Improve customer responsiveness with access to relevant and timely data


For more information, please go to 

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Customer Relationship Management

(Source: www.bsdinsight.com)
In competitive and volatile markets, maintaining strong customer relations is tantamount to continued success. Challenged to both sustain and expand the customer base, businesses need industry strength tools to acquire service and support their most important asset.
Increasing profits by improving customer acquisition and retention, Customer Relationship Management (CRM) provides a 360-degree view of your customer, integrating customer information at every touch point. A sound CRM strategy enables your business to be efficient, productive and responsive to the demands of your customers



For more information, please go to 

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Key Features of Sales Quotations


(Source: www.bsdinsight.com)
  • Supports two types of sales quotes:
    • One-time quote for a single sale: once a customer agrees to terms, you can release the quote to an order
    • Recurring quotes for repeat business: if a customer orders on a regular cycle, such as weekly or monthly, you can enter a cycle code, so that groups of quotes can be released together
  • Respond to a customer’s request for a quote
  • Monitor a quote’s status
  • Easily release a quote to an order, copying relevant data
  • Provide visibility on potential gross margin contribution
  • Provide quote history by item number or customer
  • Generate reports on expired quotes that did not result in customer orders
  • Easily re-price quotes with automatic best pricing, and perform credit limit checks when required
  • Delete and archive quotes on schedule as desired
  • Available in QAD Enterprise Edition 2008 and above: Cross-sell, Upsell and Item Replacement enable you to quote alternate items, complementary items and items with added features or higher price, meaning higher revenue with minimal effort



For more information, please go to 

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The Value of Sales Quotations


(Source: www.bsdinsight.com)
  • Allows the user to create responses to customer request for quotes (RFQs), and maintain historical information on sales quotations to customers
  • Provides visibility on potential gross margin contribution
  • Provides quote history by item number or customer
  • Generates reports on expired quotes that did not result in customer orders
  • Creates sales orders by releasing Sales Quotes to Sales Orders/Invoices
  • Enables win/loss analysis



For more information, please go to 

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Sales Quotations

(Source: www.bsdinsight.com)
The sales quote is the first step in acquiring necessary customer data and ensuring that a customer has the most up-to-date pricing information, with all possible discounts and promotions factored in. In addition, an effective quote system keeps a historical record of quotes and enables reporting on quote activity to reveal trends, such as conversions to orders.
Sales Quotations functionality supports the generation of multi-line sales quotations utilizing advanced pricing capabilities (promotional pricing, temporary price reductions, customer price lists etc) and supports complex and high-volume environments.



For more information, please go to 

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Wednesday, February 12, 2014

Key Features of Sales Orders and Invoicing

(Source: www.bsdinsight.com)

  • Create sales orders and confirm orders
  • Determine available to promise (ATP) quantities by due date, allocate inventory as needed
  • Process freight charges
  • Calculate freight charges automatically and perform freight accounting at sales order shipment
  • Review and change all information used to calculate freight for line items on sales quotes, orders, shipments, and pending invoices
  • Re-price sales orders as needed
  • Print sales orders, picklists and ship
  • Manage containers and shippers
  • Process invoices and returns
  • Post invoices to appropriate accounts
  • Make invoice corrections and invoice for multiple shipments
  • Issue credit invoices for returns
  • Generate reports on sales orders, fulfillment activities
  • Cross-sell, Upsell and Item Replacement enable you to sell alternate items, complementary items and items with added features or higher price, meaning higher revenue with minimal effort




For more information, please go to 

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The Value of Sales Orders and Invoicing


(Source: www.bsdinsight.com)
  • Create sales orders with ease: Sales Orders can be created from Sales Quotes, received electronically using EDI or entered manually
  • Save time and prevent errors: Accommodate a wide range of pricing situations, allowing for best pricing
  • Verify credit and handle returns
  • Ensure consistency with Financials: automatically transfer posted invoices to Accounts Receivable for aging, payment maintenance, and integration with General Ledger


For more information, please go to 

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Sales Orders and Invoicing

(Source: www.bsdinsight.com)


Sales order management is critical to tracking orders, verifying credit and setting aside inventory for customers, as well as proper invoicing. Advanced capabilities enable companies to capture additional sales through cross-sell and upsell, and/or replacement of out-of-stock items.
Sales Orders and Invoicing functionality provides a variety of methods for order creation, credit verification, confirming orders, inventory allocation, picking and shipping products, processing invoices and handling returns. Sales Orders and Invoicing also links you to a variety of optional features such as Container and Line Charges, Enterprise Material Transfer and QAD Service and Support Management.



For more information, please go to 

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