We are a distribution company (distribution with sales representatives in B2B - eyewear) and are looking for software for complete order management and processing.
The solution must meet the following requirements:
- Accounting
- Dunning
- Automatic reminder if invoice is paid for certain customers (reminder pops up automatically when payment deadline is exceeded, but this is not mandatory)
- Different payment deadlines are possible when entering (mandatory) can automatically convert total customer account balance into reminder
- Invoicing
- Delivery notes
- Credit notes
- Invoices, fast invoicing
- Automatic generation of invoices and credit note numbers (we currently have two invoice cycles, is this still possible?)
- (possibly adopt existing number cycle?)
- Automatic customer recognition – click on field, invoice shows customer name, customer number, tax rate, payment method
- Linking customer data and sales
- Lean and efficient workflow
- Time-saving – recurring tasks do not hold up; once item data, customer data, and payment methods have been entered, they are available at any time and can be modified individually on the invoice.
- Database
- Enter customer master data with the option of assigning any number of contact persons.
- Note field
- Flexible assignment of customer numbers (use existing ones?)
- Query/administration/ordering
- (Call up statistics according to various options, e.g., time period, postal code, general sales volume, customer number, and top-selling customers)
- Call up all customer data at a glance
- Item master data
- (Evaluation possible by bestseller, label, color?)
- Editing screen
- (form tailored to user needs)
- Main screen – overview, list of all customers with sorting option
- Click on customer, customer dialog – details appear
- Simple and user-friendly
- Mac OS compatibility preferred
- Other (optional)
- Company logo can be added to letterhead
- Complaints/returns Multiple note fields (click on supplier to display all data, which is transferred; reason for return can be added as a pull-down menu (may be helpful for later inventory, so you know what should be in stock)
- Login also possible “on the go” via the Internet
- PDF printer?
- Requirements for the software provider
- (use existing Excel form?, import option?)
- Prompt program installation, low installation effort
- Updates: how often, manual, automatic, costs, etc. - can individual modules be updated?
- Modules or additions possible if required?
- Maintenance costs: what additional costs will we incur?
- Support/hotline available?
- Training?
- Data security
Two client seats are provided for software workstations.