Customer Service

From the moment an order is entered, PRO:MAN tracks bookings and billings and provides instant access into the status of customer orders and accounts receivable.  Sales analysis reports by representative, territory and salesman are readily available on screen and on printed reports.  PRO:MAN also maintains sales history for part numbers, product families and customers.

• Sales Orders
• Sales Analysis
• Estimating
• Quotations
• Invoicing
• Pre-Invoicing and Progress Billing

Sales Orders:

• Three Sales Order Types:
  • Standard "two step" order/invoice
  • Simplified "one step" order/invoice
  • Single step counter sale
• Customer information is accessible by cross reference name or number
• Customer credit limit tracking
• Flexible automatic customer discount and pricing capabilities
• Multiple deliveries and instructions per item
• Acknowledgments and packing slips
• Multi-state sales taxes
• Special allocations for shipments
• Instant access to order status
• Interfaces with General Ledger, Accounts Receivable and Production
• Catalog price and product family code maintenance

Sales Analysis

• Variety of sales reports
• Ranking of customers
• Ranking of representatives
• Backlog showing aged dollars booked
• Bookings by customer, salesperson, territory, part number
• Sales by customer, salesperson, territory, part number
• Sales and bookings by product family
• Custom reports easily generated using the integrated report writer

Estimating

• "Estimating" parts for use in preparing quotes
• Routing cost roll ups for labor, outplant, fixed burden and variable burden
• Material and labor cost roll up from BOM for a specific part or entire quote

Quotations

• Convert quotes to sales orders
• Individual markups on:
  • Material
  • Labor
  • Outplant
  • Material burden
  • Fixed burden
  • Variable burden
• Quote follow-up reports
• Cash flow projections factored by a percentage probability of award

Invoicing

• Invoices calculated after shipments are confirmed
• Single step invoicing
• Invoicing audit runs
• On-line invoice inquiry showing original amounts and payment summary
• Automatic discounts and commission calculations
• Credit memos
• Invoice history
• Foreign currency conversion

Pre-Invoicing & Progress Billing

• Invoicing and accounts receivable tracking prior to shipment of product
• Revenue schedule report from pre-invoicing
• Amounts pre-invoiced are automatically deducted from the invoice gross on first shipment of product

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