Sales Management

OmegaCube ERP’s Sales Management capability automates sales workflows, improves sales efficiency and revenue by efficiently managing sales returns, sales commissions, customer and prospect information, quotation etc.

Key Features of Sales Management

  • Utilize Service Agent Console to look up a phone number and retrieve customer information.
  • Review all customer-specific orders and sales history in a central console.
  • Drill down to transactional details of a particular sale
  • Integrate with USPS, UPS, FedEx and Starship Freight.
  • Implement a one-click invoicing process.
  • Send shipment tracking information to customers.
  • Generate material certifications and relevant shipping documentation automatically.
  • Print customer-specific labels.
  • Generate Bill of Lading and other shipping documentation.
  • Provide RMA and return documentation to customers.
  • Apply correct pricing to returns.
  • Receive goods and trigger quality process.
  • Generate credit memos with 1-click.
  • Update Inventory automatically based on a sales return.
  • Set up and calculate sales rep commissions.
  • Define commission rules.
Customer Service
  • Utilize Service Agent Console to look up a phone number and retrieve customer information.
  • Review all customer-specific orders and sales history in a central console.
  • Drill down to transactional details of a particular sale
Shipping
  • Integrate with USPS, UPS, FedEx and Starship Freight.
  • Implement a one-click invoicing process.
  • Send shipment tracking information to customers.
  • Generate material certifications and relevant shipping documentation automatically.
  • Print customer-specific labels.
  • Generate Bill of Lading and other shipping documentation.
Sales Return
  • Provide RMA and return documentation to customers.
  • Apply correct pricing to returns.
  • Receive goods and trigger quality process.
  • Generate credit memos with 1-click.
  • Update Inventory automatically based on a sales return.
Sales Reps and Commissions
  • Set up and calculate sales rep commissions.
  • Define commission rules.

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FAQ

What is Customer Relationship Management in OmegaCube ERP?

Customer Relationship Management (CRM) in OmegaCube ERP is a comprehensive customer management module that enables manufacturers to increase prospect-to-customer ratio, automate lead management, improve customer response, easily execute sales campaigns and get accurate results.

What is Order Management in OmegaCube ERP?

Order Management in OmegaCube ERP helps manufacturers to get a real-time view of their sales orders from various sources such as, website, e-commerce, cold calls, incoming enquiries etc. It automates order management workflows and helps them to improve customer response, service efficiency, supplier relationships and eliminate manual methods/paperwork.

What is Work Order Management in ERP?

Work Order Management in OmegaCube ERP helps manufacturers to accurately schedule work orders, prioritize based on customer requirements and dispatch them to the shop floor. They can track work order progress throughout the production process, combine work orders and increase overall manufacturing efficiency.

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