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ORDER MANAGEMENT

Advanced Order Fulfillment for Distributors

Order Management: Headliner

FLAWLESS EXECUTION IS NOT A LUXURY

Many businesses haven’t had a chance to streamline and automate order management.

With NEX, you can do this perfectly!


The Power of NEX
- Designed to drive accuracy and efficiency throughout your organization.

- Strong process control allows you to support sales growth while ensuring higher customer satisfaction.

Order Management: Our Technology
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IMPROVE PROFITABILITY WITH EFFICIENT EXECUTION

Convert leads to orders, orders to shipments, and shipments to revenue with perfect execution.

Order Management: Features

SALES ORDERS

  • Eliminate data re-entry with one continuous process from opportunity to order to invoice.

  • Visibility of order documents, contacts, POs, shipments, invoices, notes, tasks, and commissions throughout the processing cycle.

  • Detailed customer profiles are designed to process complex orders and include all rules related to billing, logistics, customer contacts and instructions, eliminating processing errors.

  • Customer history visibility for opportunities, quotes, orders, communications, contracts, purchased products, documents, tasks and much more.

  • Detailed product profiles include prices, costs, margins, specifications, shipping information, dimensions, restricted countries, preferred suppliers, etc.

  • Product options and consumables linked to each product eliminate errors and increase sales.

  • Lease and rental capabilities provide all the options you need.

  • Complex payment terms with multiple billing milestones ensures contract compliance and triggers events such as invoicing.

  • Tax control at the line, order and invoice level ensures that the proper tax calculation is configured for province/state or country.

  • Multiple companies managed on one system allows you to share customers, products and suppliers among them.

  • Multiple currency support for buying, selling and commission calculations.

  • Preconfigured workflow for each sales order ensures nothing is missed with alerts, triggers, tasks and emails.

SERIAL AND LOT CONTROL

  • Full traceability: Products are validated for lot/serial numbers when purchased and at shipping.

  • Products are created in the customer profile for warranty and support when shipped.

  • COA (certificate of analysis) documentation generated from product specific templates.

PURCHASING

  • Move from manual, paper-based purchasing to automated purchasing, lowering your costs and increasing your control.

  • Supplier performance measurement for deliveries and billing.

  • Detailed supplier profiles designed for complex ordering include all rules related to billing, logistics and necessary instructions, eliminating errors.

  • Multiple POs for your sales order with one click improve efficiency and eliminates errors.

  • Direct ship to customer or ship to warehouse selected with one click.

  • Preconfigured workflow  for each PO ensures nothing is missed.

SHIPPING, IMPORT, EXPORT

  • Multiple shipments for each Sales Order and Purchase Order.

  • Preconfigured workflow for each shipment ensures nothing is missed.

  • Compliant shipping and export documents generated for each country.

  • Automatic container calculation ensures quick processing to maximize container loading.

INVOICING & PAYMENTS

  • International and North American invoice number control.

  • Easy customer payment processing.

  • Accounts receivable and accounts payable management.

  • Automated invoicing for rental and support contracts.

  • Preconfigured workflow for each invoice ensures invoices are submitted and paid.

COMMISSIONS

  • Automated commission calculation based on user, product or order.

  • Adjust commissions as needed.

  • Commission payment management ensures accuracy.

WORKFLOW

  • Ensure strict compliance to business rules (Standard Operating Procedures) for each process with well-defined steps.

  • Multiple emails, tasks and reminders with different triggers can be configured for each step to ensure opportunities keep advancing and provide visibility.

  • Variables used in formatting provide personalized emails and tasks.

  • Extra events trigger alerts based on changes in your transactions.

  • Permissions management to control access for each role.

OTHER MODULES

CUSTOMER RESOURCE MANAGEMENT

SERVICE

INVENTORY

MANUFACTURING

Order Management: Files
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