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Order Management Overview

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Description – Salesforce Order Management with Ascent ERP

Salesforce order management with Ascent ERP is the process of efficiently tracking and fulfilling sales orders. It includes the cycle of people, processes, and suppliers needed to create a positive customer experience. The order management process starts when a customer places an order, tracking it until it is fulfilled.  A sales invoice can be generated and sent to the customer for payment, if needed, and integrated with the financial system as a revenue generating document.

Opportunities and Quoting – opportunities are a way for sales reps to track their pipeline.  When an opportunity is entered into Ascent ERP, they have the ability to view inventory to give the client availability information.  When a client asks for a quotation, the opportunity can have a quote developed from it, or can have multiple quotes, if negotiations result in different pricing based on different quantities so that a client can choose which would work best.  Those opportunities can be converted to sales orders or the chosen quote can be converted over to a sales order.   To view detailed information about this click here

Ascent for Products – many businesses are using for tracking their sales opportunities.  When they then decide it’s time to put their inventory management system in, they can choose Ascent ERP, and through the use of Ascent for Products, can maintain their products and price books, however, can have Ascent ERP inventory and sales orders take over when the opportunity is closed.   To view detailed information about this click here

Sales Order Creation – those opportunities created in can be converted over to Ascent ERP sales orders, or Ascent ERP created opportunities can be converted to Ascent ERP sales quotes or Ascent ERP sales orders.  To view detailed information about this click here

Staging and Allocation – in some companies, orders are picked and moved to a staging area.  This could be due to special packaging requirements or a delineation of duties between a picker and a packer.  From that point restaging can optionally occur, for example, onto a company-owned delivery truck and held at the facility until the truck is either full or the order is fully picked and staged onto the truck.  Once the truck has left, the material can be recorded as packed and removed from inventory.  Allocation is the process by which items on a sales order can be allocated to that specific order, and made not available to any other customer order.   To view detailed information about Order Staging, Order Allocation.

Picking and Packing – whether material is staged, allocated, or none of the above, in order to get goods delivered to the client, material needs to be recorded as packed.  That process is what deducts material from inventory.  The picklist provides the user with a document which can be used to pull material from locations and into a staging or packing area.   To view detailed information about this click here

Drop Shipping – goods that are sold to a customer can be classified as “drop ship allowable”, meaning that the user can determine if a product will be shipped from the company’s stock or if it will be drop shipped from a supplier.  If drop ship is chosen, the system will create a purchase order to the supplier, and once the goods are recorded as being either shipped to the client or received by the client, inventory information is recorded and applied to Ascent.  The purchase order then becomes eligible for vouchering and the sales order becomes eligible for invoicing.   To view detailed information about this click here  

Invoicing – once material is packed on a sales order (or a service has been provided to a customer), that completed order or a partially completed order can be invoiced and an invoice can be sent to the client whether it be email or regular mail.   Taxes can be applied, as well as shipping and special charges.    To view detailed information about this click here

Configuration – Ascent ERP gives companies the ability to create features and options on products, to allow for up-selling goods.  For example, if a laptop can be sold standalone or with options such as a printer and a large monitor, those can be set up in the configuration such that a sales rep, taking an order for a customer, can be shown these options and potentially upsell the client.   To view detailed information about this click here: click here

Trade Agreements – this feature provides users with the ability to price items at the item level, item group, customer, or customer group (which is a way to group like types of customers together for pricing purposes, like hospitals or government agencies) on the selling side, and on the buying side, item level, item group, or supplier.  In both customer and supplier cases, quantity discounts, price effectivity, and account/supplier discounts.  To view detailed information about this click here


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