Exact Globe

Account Management Module

All customer related activities and documentation, including pricing agreements, contracts, invoices and service orders are linked to the customer. This will lead to detailed customer information allowing for easy identification, segmentation and targeting of existing and potential customers

Order Processing

To keep your inventories low and your customers happy, you need a flexible order processing system.

Stock control must therefore be up-to-date, the purchasing department must know exactly when to buy, and the production of assembled products must be synchronized from the order through to the demand for end products. Of course, the need for efficient ordering becomes even more important if your company does not hold stock.

Exact Globe provides direct insight into stocks during order entry. You can then allocate goods against current stock availability. As the process develops, you can create and issue credit invoices and reminders, offer drop-shipments and compare returns with fulfillments to avoid fraud. Exact Globe also permits credit line checking before doing business with a customer.

Invoicing

Sophisticated invoice management allows for complete processing of sales invoices. This includes advanced payment conditions, pre-payment, and direct invoices for over the counter sales. You can also calculate and grant sales commission to employees and partners such as re-sellers.

Workflow Based Order Entry System 

All orders are workflow based

All orders in the system, Sales Orders, Purchase Orders, Production Orders, RMA Orders, RTV Orders are workflow based, with a visual, active workflow stream embedded into the relevant order entry forms. This greatly facilitates ease of use and speed of complete transaction processing. Access to information pertinent to the process and people performing the task is simply, consistent and extensive resulting in increased order throughput and minimal user distraction.

Quotations

To deliver an accurate quotation, you need up-to-date information as possible with regard to pricing agreements, discounts, stock levels, delivery times and previous quotations. Exact Globe enables you to store and retrieve this information. You will be able to easily create a sales order straight from a quotation with one click, saving duplicate entry.

Customer and Sales Analysis

View the sales performance of each sales representative or revenue per customer. You can then identify your most important customers. The overview of the current sales figures allows you to compare the results with last year’s sales figures. Thus you will have immediate insight into the any increase or decline in sales figures. You will also be able to compare your budgets to revenues.