Order Management System. What's new
← Version 1.31.40.0

CRM for Inventories

New CRM sub-Module – Inventory Overview was added to the system Modules for Offers management.

After clicking on the option the “Find Items form” should be opened

Items tab

Filter panel

Contains such field for sorting as

  •  Item Name/SKU
  • Item Description
  • Department. Section is displayed if only in the system is at least one Department
  • Brand. If system has at least one Brand the section should be displayed
  • Category. If system has at least one Category the section should be displayed
  • Item Set. If system has at least one Item Set the section should be displayed

and checkboxes:

  • In Stock Only. If checkbox is checked then all items with qty in stock > 0 will be displayed
  • Including Incoming Stock. If checkbox is checked then all items with in Process POs will be displayed

Column picker

N Items selected

After clicking on the “x” icon all items in the datagrid will be unselected

Export button

Export to excel

After clicking on the button, the window should be opened to save excel file

Export PDF

After clicking on the button, the window should be opened to save PDF file

Set price button

multi button that contains:

  • Item Markup
  • Based on Previous Price

Item Markup

  • Item Markup button disabled if no one item is checked
  • After clicking on the button
    • pop-up for entering markup will be opened
    • the Sug. price will be changed according to entered Markup for all checked Items
    • Sug. Price = Suggest Price * (1+ percent / 100)

Based on Previous Price

  • Button disabled if no one Item is checked
  • After clicking on the button
    • the Sales Price will be changes on entered Markup for all checked Items
    • the Sales Price should be increased/decreased according to the selected “+/-” button
    • Sales Price = Sales Price * (1+ percent / 100)

Datagrid

contains next columns

  • Checkbox
  • SKU. With Image in order to Item linked it
  • Name
  • Description
  • Department
  • Brand. If more than one Brand linked to item then “N Brands” should be displayed. After clicking on the label the list of linked Brands should be displayed
  • Category. If more than one Category linked to item then “N Categories” should be displayed. After clicking on the label the list of linked Categories should be displayed
  • Case Pack
  • In Stock.  In stock = not allocated+ allocated qty in stock in base UOM
  • Allocated. Allocated = allocated qty in stock in base UOM
  • Available. Available = In stock – allocated qty in base UOM
  • Incoming. Incoming = sum (PO item qty not linked to any SO) in base UOM
  • Orderable.
    • taken from Item edit
    • if on Item edit form checkbox is checked then the green icon will be displayed and should be possible to create PO request
  • Safety Stock. Displayed Safety Stock qty from Item edit form
  • Lead Time. Taken from Item edit form
  • Total Cost. Total Cost = Avg Cost + Avg Landed Cost
  • Sale Price. Sales Price = Price level A. With clickable arrow icon. After clicking on the icon, the Sales Price should be copied to the Sug. Price
  • Sug. Price. By default zero
  • Percent.
    • if Suggest Price is empty then Percent = (Sales Price/Total – 1)*100
    • if Suggest Price is filled then Percent = (Sales Price/Suggest Price – 1)*100
  • Aging. Aging = (qty1 * age1 / qty + qty2*age2 / qty + qtyN*ageN)/sum(qty)
    • qty 1 … qty N – particular qty in stock
    • age 1 … age N – time in days (displays how long item in stock)

Create SO

after clicking on the button:

  • the SO edit form should be opened
  • if some items are checked then in SO should be only checked items

Create PO

after clicking on the button:

  • the PO edit form should be opened
  • if some items are checked then in PO should be only checked items

Create offer

after clicking on the button the Create Offer panel should be displayed

Create Offer panel

Items tab

On the form displayed checked items from the Find Items form

  • Set Price
    Works the same as on the Find Items form
  • Use Price for suggestion
  • Columns
    • checkboxes
    • Description
    • Qty. Displays qty in stock
    • Incoming PO. Incoming = sum (PO item qty not linked to any SO) in base UOM
    • Total. Total = Qty + Incoming PO
    • Expected. Displays the expected date of Last related PO
    • Show
      • if checkbox is checked “Total” should be displayed in send PDF
      • if checkbox is not checked “Qty” should be displayed in send PDF
    • Lot#
      • if item qty in stock was put on the lot, the Lot # should be displayed
      • if item was added to more than one lot then “N Lots” label should be shown. After clicking on the label, the list of lots should be displayed
    • Show. If checkbox is checked “Lot #” should be displayed in send PDF
    • Price. 
      • Price = Price level A
      • with arrow icon. After clicking on the icon, the Sales Price should be copied to the Suggest
    • Suggest

Email tab

  • Customer Type. Contains list of customer types
  • Add Customer button. 
    • if customer type is selected then after clicking on the button, the list of customers with selected type should be added to the datagrid
    • if customer type is not selected then after clicking on the button, the empty row should be added in the end of the list
  • Datagrid
    • Customer. List of customers inside the group
    • Email. Contains list of Emails linked to Customer
    • Template. Contains list of email templates with type Offer
    • Email info
      • Offer name
      • Email template. Contains list of email templates with type Offer
      • Subject. By default taken from template
      • Message
      • Shortcuts. Taken from template
    • Attach new file button
    • Follow up Date. For email postponing
    • Create Offer button. After clicking on the button, the email with Offer will be sent to the Customer

Offers tab

Filter panel

Contains such field for sorting as

  • Brand
  • Category
  • Description
  • Department
  • Sales Representative

and checkboxes:

  • In Stock Only. If checkbox is checked then all items with qty in stock > 0 will be displayed
  • Including Incoming Stock. If checkbox is checked then all items with in Process POs will be displayed

Offers datagrid

  • Offer subject. Offer panel is displayed
  • Date sent. Displayed the date of sending Offer
  • Sent to. If the offer was sent to many customers then should be displayed N Customers. After clicking on the label, the list of linked customers should be displayed.

Selected Offer

  • Offer Name. Taken from send offer panel
  • Minimal Order Amount. Displays the SO min amount that was created from the offer
  • Minimal order qty. Displays the SO min qty that was created from the offer
  • Order Limits
  • Next Order
  • Next PO
  • PO arrival
  • Potential
  • New Sales
  • Goal

Customer Filter panel

  • Customer type
  • Customer
  • PO Date 
  • Ordered. If checkbox is checked then will be displayed all Customers with Order type “Open Order”/ “Ordered”
  • Not ordered. If checkbox is checked will be displayed all Customers with Order type “Never Ordered”
  • Sent email. If checkbox is checked then will be displayed all Customers that was sent email or offer to
  • Not sent email. If checkbox is checked then will be displayed all Customers that wasn’t sent email or offer to
  • Requested. If checkbox is checked then will be displayed all Customers that was added a request to
  • Not requested. If checkbox is checked then will be displayed all Customers that have never been added request to

Customer Request multi-button

  • Customer Request
    • after clicking on the button, the message should be displayed: “Are you sure you want to create a Request?”
    • if the User selects Yes option then the current date will be added to all checked Customers to Request column
  • Delete Request
    • after clicking on the button, the message should be displayed: “Are you sure you want to delete a Request?”
    • if the User selects Yes option then request date will be deleted for all checked Customers

Opportunities

PO history

  • displays PO history for checked Customers. Only POs created for SOs from specific Offer will be displayed
  • after clicking on the button, PO History panel appears. On the panel:
    • Order date column. Order creation date
    • Order column. Clickable PO# displayed. Displays PO in next statuses:
      • Not Received
      • Partially Received
      • Awaiting Acknowledgement
      • Not Shipped
      • Shipped
      • Closed
    • Vendor column. Displays corresponding to PO Vendor
    • Amount column. Total from the corresponding PO

SO history

  • displays SO history for checked Customers
  • will be displayed only SOs created from specific Offer.
  • contains two tabs:
    • Open Sale Orders. Contains list of SOs from buckets:
      Pending PO
      In Process
      Ready to ship
      Partial ship
    • Invoices. Contains list of Invoices from buckets:
      In review
      Open
  • Each tab contains:
    • Order column. SO#/Invoice # is clickable
    • Customer Name column
    • Amount column

Datagrid

  • Check column
  • Customer column
  • Rep. Displays the Customer Representative from the edit form
  • Send column
    • white envelope is displayed if any email hasn’t been sent to this Customer
    • blue envelope is displayed if at least one email has been sent to the Customer
  • Request column. Last sent request date
  • Orders. Displays SO status. Can be in status:
    • Never Ordered. Customer has never ordered Items with current Brand
    • Open Order. At least one processed SO exists in the system
    • Ordered. All SOs created from Offer that are currently shipped.
  • Last Order. Date of the last related SO creation
  • Last order date. Displays the dated of last linked SO
  • Amount. Total of the last related SO
  • Open SOs
    • Related with current offers SO# in Open status
    • If SOs more than one then counter should be displayed
    • not clickable
  • Invoices
    • Related with current offer Invoices
    • If Invoices more than one then counter should be displayed
    • not clickable

View price sheet

  • Displays the list of Document that was sent to customer for approval
  • Every document of the list contains:
    • Customer Name
    • Order number
    • icon. Displayed relevant to the uploaded document Windows Icon
    • name. Displays the name of uploading file
    • Date. Price Sheet sending date is displayed

Send price sheet

  • after clicking on the button the “Create Offer” Panel should be opened
  • if some customers are checked then after clicking the Send Price Sheet button, the panel will be opened with checked customers
  • if no one customer is checked then after clicking the Send Price Sheet button, the panel will be opened without customers
  • Create Offer panel
    • Create Offer panel is the same as on the Items tab
    • Create offer button. After clicking on the button,
      • the offer should be resent to selected customers
      • tasks should be created

Offer template

Opportunities Tab

Filter panel

  • Follow up by
    • Today
    • Tomorrow
    • This week
    • Custom
  • Status
    • Offer Sent
    • Responded
    • Ordered
    • Closed
  • Customer. Refers to the Customer datagrid
  • Brand. Refers to the Customer datagrid. Displays Customer that has offers with items with specified Brand
  • Category. Displays Customer that has offers with items with specified Category
  • Description. Displays Customer that has offers with items with specified Description
  • Department. Displays Customer that has offers with items with specified Department
  • Sales Representatives. Displays Customer that has specified Sales Representative

Customers datagrid

  • displays list of customers who have offers
  • after double-clicking on the row, the Offer edit panel should be opened
  • datagrid contains:
    • Customer. Displays Customer Name that was sent an offer to
    • Last Order. Displays the last date when was created Sale order from Offer
    • Offers Sent. Displays Amount of Offers linked to customer

Offers Datagrid

  • Date. Displays the date when the offer was sent
  • Next Follow Up
  • Offer #. Displays the offer number linked to selected Customer
  • Offer. Displays the attached file that is linked to offer
  • Items. Displays count of items that were linked to offer. After pointing on the count, the tooltip should display the list of linked to the Offer Items
  • User. Displays the user name who has sent the offer
  • Status. Displays the offer status

Edit Offer panel

Displays Offers linked to selected Customer

  • Customer. Displays Customer Name that was sent the offer to
  • User. Displays the User name who has sent the offer
  • Date. Displays the date when Offer was sent
  • Status indicator. Manually selected. Can be
    • Offer Sent
    • Responded
    • Ordered
    • Closed
  • Offer #
  • Related Order. Includes SO# or SOs counter that can be opened to display SOs list
  • Offer name
  • Subject. Displays the Offer Subject
  • Attachments. It is possible to download attachments
  • Message. Displays the offer Message
  • Notes.
    • it is possible to enter notes
    • adding notes looks like a chat
    • each note contains User Name, Date and time, message
    • to enter a note user have to click on the icon
  • Create SO button. After clicking on the button, the SO edit form should be opened with prefilled Customer and Items from the offer
  • Cancel
  • Save. After clicking on the button, the panel should be closed, the notes should be saved