Sales order processing

Produce Pro has every tool you need to build long-term, loyal partnerships with your customers. With our system recording, managing, and monitoring the details, you'll easily turn challenges into success stories.

Flexible interfaces for any business environment

Whether you need quick, simple screens or extensive details, the system has options for you. The Produce Pro core system includes multiple ways to get orders into your system, using different criteria to lead your staff through the order-taking process.

For example, you can use an interface that guides an order based on what's kept in inventory, on what a given customer typically orders. You can even use tools designed to help customer service work more efficiently as they take orders... and even upsell. These and many other order entry options come standard with the Produce Pro system.

What else stands out about our approach?

To streamline the entry process, screens can be configured and set with default values.
From all entry screens, you can run context-sensitive inventory queries at the touch of a button. You'll always know exactly what's available to sell, and when.
You can add and allocate charges at any level.
Push lists, specials, and customer notes keep your sales staff informed. For example, you can pop up reminders at the beginning of each order.
We can help you support electronic order transmission. Our e-commerce add-on lets your customers place orders and monitor their accounts through the Web at their convenience. We also provide an optional, cost-effective EDI service.

Handle any situation with ease

You can easily print, fax, or e-mail documents directly from the system.
You can literally generate any document from many places in the system — confirmations of sale, invoices, picking documents, shipping labels, "Sold" cards, you name it.
Produce Pro easily accommodates changes, add-ons, and adjustments to sales orders, in all of the entry interfaces.
If you use routes for planning your deliveries, the system can help you set up or confirm those details at sales order time.
For customers whose orders are scheduled and consistent, the system can automatically generate a standing order, at whatever frequency you determine. It can also accommodate future orders, if someone needs to place an order long before it is due.

Make the most of your customer relationships

Management and analysis reporting lets you track customer buying behaviors and analyze profits.
Special arrangements? You can "buy on the fly" to suit special requests for items you don't already have in inventory.
Our document imaging add-on lets you archive important documents, such as signed invoices or delivery tickets. If you need to access a document to clarify some details or resolve a dispute, retrieval is immediate, and you can fax or e-mail a copy to your customer directly from the system — no more digging through boxes or shuffling through piles of paper.
To suit particular requests for quality and specific brands, the system can reserve batches of product just for specific customers.
Our call list feature reminds salespeople of daily plans and tasks, whether they prefer to manage the list with an interactive program or read a printed report.
The system's powerful pricing logic automatically inserts the correct figure at the correct time. There's no cumbersome lookup or guesswork.

And to help you manage new relationships or those with a few quirks, the system offers features such as these:

You can easily set up promotions for new customers, for a limited timeframe.
The sales programs all provide quick, easy access to customers' order histories, Accounts Receivable data, and more.
Each customer's Accounts Receivable status and credit terms can affect the flow of sales order entry. For example, the system can evaluate credit status at multiple points during order entry. You can limit what a customer can buy or restrict ordering altogether.
You can set a quantity or dollar minimum for sales orders.

(Next: Pricing)