The operations module is oriented to support processes, for all Direct Selling businesses (MLM, Party Plan and Direct Sales), such as order entry, inventory assignment, billing, integrations, etc.
The main objective is the workflow implementation order entry processes throughout configurable status and business rules, that attempt to find:
Quality, ease of use and advanced data in order entries
Valid access control for order entries according to mail plans
Quick inventory releasement according to current client´s portfolio status
Workflow status overview
It displays the control panel for users in the operational area. Additionally, it shows order processing and pending checklists grouped by zone where users can implement them and manage the whole order data.
The operations model main objective, remains on the authentication of order entries by the sales force, portfolio management, payments receipt and endorsement in order to have a proper stock shipping, fulfilling the main service levels adopted by the client.
Order references edition
Order details consultation
Plan and execute order´s processing
Plan and execute processes orders
Oder processing monitor
List of orders
Operational control for campaign
Historical record of campaign closure
Billing and Payments:
It allows a dynamic handling of billing, payment and company portfolio, by providing the stencil movements information online.
Query and invoice generation
Payment file upload
Overview of notes per client (credit –debit)
General settings of overdue balances
Operational portfolio management (OPM)
Balance and account history enquires
Portfolio query by age
Collection management report
Document range management
Integrations:Allow the integrations with different entities in both ways, automtic and manually, through we services or flat files.
Inventory – Warehouses