Turning data into information
Achilles Heel Case Study Implementing an effective retail solution using Sage 50 Accounts & Sage POS.
SO Plus for Sage 200 has been created from customer requests to make order entry within Sage 200 as fast as possible. As a result it is ideal for companies that require telesales software or trade counter software.
Eureka Solutions is the UK’s leading Sage Developer and has many years experience of developing Sage 200 to provide additional functionality and industry-specific solutions.
SO Plus is simply the standard Sage 200 Sales Order entry screen with loads of functionality added. This means that functionality is not lost, merely added to, to make order entry as fast as possible. As a result the product is intuitive to the Sage 200 user and no additional training is required on complex screens or processes.
Click on the tabs above for full details of the functionality of SO Plus for Sage 200 for telesales or trade counter environments, or please contact us to speak to one of our consultants.
Fast Order Entry Software for Telesales
Within a busy telesales environment your telesales executives need to be able to process orders quickly. Sales Order Plus for Sage 200 was developed from customer requests specifically for use within telesales environments.
Sales Order Plus ensures that all information required by the telesales executive is readily available, allowing them to take orders as fast as possible – all from within the standard Sage 200 order entry screen.
Main Features & Benefits
East to use - SO Plus for Sage 200uses the standard Sage 200 order entry screen, meaning that no additional training is required. The standard functionality is not lost, merely enhanced for telesales order processing.
Rapid order entry – Retrieve information about previously ordered items and add from historical purchases or previous orders. Choose whether to sell items at a previous price or not, and add multiple items to the sales order at the click of a button.
Fast creation of new customers – When taking an order from a new customer, standard Sage 200 requires that a quote is created or that the customer is entered from the Sales Ledger. Sales Order Plus allows new customers to be created at the click of a button, by-passing these steps.
Postcode lookup – Using the Royal Mail database, addresses can quickly be entered using the customer’s postcode.
Maximise cross-selling – With Sales Order Plus you can associate other products with a particular item, and then alert the telesales executive of these when that item is added to an order. This ensures that the telesales executive never misses out on a cross-selling opportunity.
Improve customer service – If a product is added to a line that requires another product to function effectively, the telesales executive is notified on-screen. This ensures that customers are always made aware of this before they purchase, improving customer service and increasing cross-selling opportunities.
Credit card payments – Quickly and easily take credit card payments over the phone.
Instant quotes – Our Sales Notepad utility allows users to price an order before a customer is created or their details have been selected. The products can then be added to an order with one click.
Fast Entry to other screens – Users are able to open multiple screens without having to minimise the order entry screen. E.g. view Sales Notepad, Add Previous Order, Create New Customer, and many more with one click.
Find customer accounts quickly – When searching for customers, standard Sage 200 requires that the user searches by customer account number. Sales Order Plus also allows the user to search for customers by delivery address.
Use from within Sage 200 or Sage 200 CRM – Sales Order Plus can be accessed from within Sage 200 or Sage 200 CRM using screen popping.
Click on the icon below to download the flyer:
For more information on SO Plus for Telesales please contact us to speak to one of our consultants.
Fast Order Entry Software for Trade Counter
In a busy trade counter environment you need to be able to process orders quickly to ensure customers get their goods promptly and receive a good customer experience. From customer requests, we have developed Sage 200 Sales Order Plus to be effective when used in trade counter environments.
Sales Order Plus ensures that all information required by an end user is easily available from the order entry screen, making sure that your staff spend less time entering orders.
Main Features & Benefits
Easy to use – Sage 200 Sales Order Plus uses the standard Sage 200 order entry screen meaning that no additional training is required. The functionality is not lost, merely added to for fast Sales Order processing over a trade counter.
Rapid order entry – Retrieve information about previously ordered items and add from historical purchases or previous orders by a customer. Choose whether to sell items at a previous price or not, and add multiple items to the sales order at the click of a button.
Barcode scanning – Scans stock item code alias to automatically add the product to an order.
One click despatch/Invoice – Order can be processed through to despatch and/or invoice at the click of a button, which is ideal functionality for trade counter environments.
Fast creation of new customers – When taking an order from a new customer, standard Sage 200 requires that a quote is created or that the customer is entered from the Sales Ledger. Sales Order Plus allows new customers to be created at the click of a button, by-passing these steps.
Maximise cross-selling – Sales Order Plus allows other products to be associated with a particular item. When an item is added to an order, the user is notified if there is an associated product. This ensures that you’re your staff never miss out on a cross-selling opportunity.
Improve customer service – Using the associated products functionality, the user is alerted if a product is added to a line that requires another product to function effectively. For example, if a drill is added to an order that requires a certain type of battery, the user would be alerted of this on- screen. This ensures that customers are always made aware of this before the purchase, improving customer service and increasing cross-selling opportunities.
Instant quotes – Our Sales Notepad utility allows the user to price an order before a customer is created or their details have been selected. If the customer then decides that they would like to place the order, the products can be added with one click. This is particularly useful when quoting prospective customers as their details would not need to be taken when simply getting a price for an order, improving the customer experience and speed of service.
Fast entry to other screens – Users are able to open multiple screens without having to minimise the order entry screen. Open Add Preferred Items, Add Previous Order, Add Historical Items, and many more, with one click.
Use from within Sage 200 or Sage 200 CRM –Sales Order Plus can be accessed from within Sage 200 or Sage 200 CRM using screen popping.
For more information on Sage 200 Sales Order Plus for Trade Counter please contact us to speak to one of our consultants.
