Imagine being able to see what prices you charged previously when quoting your customer during Sales Order Entry. With Business Manager Plus you get a lot more features and benefits for enhancing TAS Sales Order Processing. These include advanced pricing with foreign currencies and, optionally, multiple warehouses.
- Unlimited Multi-Currency Price Lists
Create as many price lists as you need in addition to the 4 in TAS.
- Make your price lists general or customer-specific.
- Use your Base Currency or any of the 150+ Foreign Currencies in TAS.
- Benefit from full price list integration into Sales Order Entry and Document Processing.
- Include special offers with a start and end date.
- Advanced Sales Order Entry
Use some of the sophisticated features of the MultiTAS Order Entry system:
- Automatic alert if any open order(s) exist for the customer with the ability to select one and add to it - no more unnecessary order proliferation.
- Select and attach any price list to the order.
- Create your Quotes, Proformas and Orders in your Base Currency or any of the 150+ Foreign Currencies in TAS, adjusting the exchange rate as needed.
- TAS customer notes display automatically, e.g. "always deliver to back door before 4pm".
- Add notes to orders and view unlimited product notes.
- Choose a courier/haulier from your TAS Suppliers. Even specify a delivery time window.
- See the previous sales history of the product to that customer.
- No limit of 100 body lines.
- Select which Warehouse to use (Trade option required).
- View stock situation at multiple warehouses (Trade option required).
- Import Sales Orders
Transfer order information quickly and efficiently from your website's eCommerce system or 3rd party software, automating the manual rekeying of data in TAS 611. You can also import Quotations, Proformas and Credit Notes.
Are you an Online Trader selling on Amazon, eBay etc? Streamline your incoming orders and payments with automated invoicing, VAT calculations and payment allocations (upcoming).
- Document Processing
A convenient and sophisticated way to handle your sales documents and invoice posting, covering all TAS document types and using industry standard Crystal Reports from SAP:
- Select which to process from a list of outstanding documents in a spreadsheet-like grid, with useful filters if you need to narrow down the list.
- From over 15 columns choose which ones to display, like 'Customer Name', 'Credit Status', 'Email Address', 'Expected Ship Date' etc, so that you can easily identify and select which documents to process - or not, as the case may be.
- Preview documents before committing them to printer, file (including PDF, Excel and Word), email or another application, such as Excel.
- Print item and total weights, as well as counts of the number of items for delivery documents.
- Where 'mappings' to your TAS product codes have been set up (see Stock Management), print your customers' part numbers too.
- Print extended product descriptions of up to 500 characters.
- Quote and invoice in foreign currencies - base and foreign currency amounts are posted to TAS.
- Customise your Crystal Reports document templates with the built-in Crystal Designer tool.
- EDI Trading
Trade electronically with large customers like Tesco, Homebase or John Lewis, using advanced EDI functionality to import orders and export invoices and ASNs (Advanced Shipping Notes) from/to an industry-standard trading platform package.
- Customer Management
Use the convenient customer grid to make rapid changes to TAS customer records.
- Drill-down to access basic and advanced customer information.
- Assign each customer with a default price list and currency.
- Designate a customer's default warehouse (Trade option required).
- Sales Management Reporting
Use the powerful management reporting features to gain insights to sales performance.
- Track your Sales Pipeline Performance with Conversion analysis.
- See how effectively you are fulfilling your customers' orders.
- View order expected ship dates in a handy calendar.