ORDER TO CASH

DIRECT SELLING SOFTWARE


A well-structured sales process is essential to guarantee the operational efficiency of the company and even more when it is accompanied by real time indicators and data that help us make decisions, supporting different business models: Multilevel, Bilevel, Flat, Party Plan, Flat Sale, Catalog Sale.

 

HOW DO WE START?

For all direct selling companies it is very important to plan and project your sales and commercial strategies in advance; that's why we support companies and become partners from the beginning.

 

We have a planning module that supports the following:

1. Territory management

Allows the creation, union or separation of zones according to variables or commercial indicators (sales and growth of the network) and logistic indicators (transport).

In the territories management there are:

  • Political division (countries, cities and departments / states).
  • Territorial division (regions, zones and sections)
2. Sales cycles and catalog

allows to define periods of sales in order to balance the fulfillment of  budgets.

  • We have a portfolio of products where the images, categories, taxes, costs, weight and volume of each product are supplied, either individually from the administrator or through a massive load.
  • After having the products configured, it is possible to manage the catalog → We support several active catalogs in each cycle, according to the territorial division or the channels that are handled in the company, either a catalog for WEB and another catalog for the Backoffice or virtual office.
    • → Each catalog can handle different products and prices, and can be enabled or disabled according to your need.
    • → Within the main features of the catalog is the management of: price lists by qualifications or rating ranges, autoshipping (products that apply for recurring purchases), combos (products together with a single price), starter kit for registration, Qualifiable and commissionable securities, substitute and related products and outstanding products.
    • → Each of the catalog products can be enabled or disabled according to the company's need.
  • Dynamic SKU → We support the configuration of dynamic codes for products according to their characteristics (size, color, presentation). They are fully customized and dynamically associate the images and the characteristics of the products when making the purchase in the catalog.
3. Commercial strategies, incentives and promotions

We know the important role that sales strategies have to achieve growth of your business and attract new customers, this is why we have a large portfolio of options to achieve that:

  • Rule Engine → This module has more than 200 functions (conditions and conclusions) where you can build all the combinations you want. Some examples are:
    • Conditions:
      • Validation of order amount
      • Validation of activity states
      • Existence of product
    • Conclusions:
      • Grant discount
      • Change the freight value
      • Deliver a product for free
  • Point program → Grant and redeem points for products. The points are configured to each product in the catalog.
  • Coupons → Generate coupon codes, validity, discounts for limited times, coupons for specific people.
  • Dynamic offers → Enabling or disabling offers dynamically according to certain conditions.
  • Combos and moorings → Arming groups of products and selling them at a better price.
  • Discounts → Discounts can be granted according to the type of user that makes the purchase, by product, by conditions configured in the rules engine, by catalog or open to all.
  • Compensation plan → We support a lot of scenarios, but it can vary according to the model of each client.
  • Increase of dynamic quotas
  • Substitution of products
  • Strategies of evacuation of inventory
4. Budget

Functionality that allows the planning and administration of the commercial budgets of the company, in order to maintain visibility and control over the results in each sales cycle.

  • Sales and genealogy
  • indicators Manual and automatic calculation of indicators per cycle
  • Budget of customers, orders, products, events, logistics
5. Logistics

In the planning stage, the following modules must be taken into account:

 

  • Inventory and Storage:
    The Inventory and Storage administrator, has the purpose of consulting the products in inventory under various filters and features. Additionally, it allows registering adjustments to the different product references.
  • Inventory movements:

The system allows the to consult movements by lot, by warehouse or by order number, detailing the inventory, commitment, decommitment and expense adjustments.

  • Manage multiple warehouses:
    Management of multiple warehouses
    Transfer of inventory between warehouses
  • Synchronization of the inventory with ERP
  • Management of the level of service
  • Transportadores
  • Shipping costs
order to cash

Now we are ready to sell!

After planning the sales period, customers can start their purchases. There, the following modules are involved:

1. Order Management

Allows to view and track all orders registered in the system, from the moment they enter until they are invoiced.

  • It offers a wide variety of filters, informative graphics and report generation.
  • Links with quick access to edit the order, see the detail and generate reports.
2. Order registration
  • We have different flows to register orders, either by e-commerce, backoffice, order from a register or from a Party.
  • Each order flow can be customized and may have different offers.
  • The inventory can be handled in 3 different ways when entering an order:
3. Payments

To be able to invoice an order, it must be reconciled with a payment. In this case we offer the following options:

  • Terms of payment:
    • Cash
    • Credit
    • Both
  • Methods of payment:
    • Point of sale payment
    • Cash
    • Online
    • Bank transfer
  • Payment integrators:
    • PayU
    • PayPal
    • PayFlow
    • TefPay
    • Bankia
    • Authorize
    • Stripe
4. Processing / Billing

The machine states allows you to validate all the conditions that an order must meet up to its billing:

  • Validation and allocation of inventory
  • Service level compliance Prize
  • allocation
  • Payment validation

 

The system allows monitoring all orders that have some inconsistency during the processing to take the necessary actions.

5. Logistics

The logistics information administrator allows users to keep track of everything related to the shipment of products, categorizing the time needed for delivery, in a specific territorial division, the type of transport, the operator logistics and the value of freight charges.

  • Generation of labels and box labels
  • Picking list
  • Customs
  • Tracking of the order (Tracking)
6. Integrations
Our system allows you to generate order integrations with other systems, either by web services or by flat files.
             
Email

sales@s4ds.com

PHONE

(415) 692-5515