Order Processing

Quoting and Order Entry Capabilities Improve Customer Relationship Management


Distributors have a wide variety of requirements, depending on their products, organization, customers, and philosophy. Prelude is configurable to meet virtually any set of requirements.

A sales order can start as a Quick Quote or a Quotation. It can be tied to Vendor Requests for Quotation. When the Sales Quotation is converted to a Sales Order, vendor RFQ's can be converted to purchase orders.

Sales orders line items can include kits, multilevel kits, work orders, multi-level work orders, repair orders, and rental order line items, among others. Sales orders may be regular, ship complete, ship line item complete, direct, salesperson samples, or consignment, among others. Sales order type can be overridden at the line item level, in most cases. Sales order line items may be sourced from existing purchase orders, new purchase orders, transfers, work orders, or any combination. Line items may be designated as emergency to guarantee priority attention from purchasing personnel.

Features include a powerful customer, contact and ship-to lookup that allows you to search by any combination of criteria, in any sequence. You may access products by using any part of the product number, description, category, competitor's product number, or any other keywords you choose. Our Kit processor allows for immediate commitment of component inventory. Automatic prompting occurs for complementary products, accessory products, substitute products, supercedures, and obsolete products. Enter unlimited notes and comments. When the order is complete, you may email or fax confirmations, advanced shipment notices and backorder notices without operator intervention.

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