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The job of ERP software is to make your job as an industrial distributor easier by automating a variety of functions. The right business management software will optimize the quoting, order entry, and purchasing processes so you can spend less time on smaller tasks and more time conducting business. This same software must also align with the specific needs of fluid power, sealing, hose, pump, and automation distributors.
Order entry software in particular must give distributors who provide customer-specific assemblies or products the flexibility needed to meet a buyer’s needs. TrulinX ERP software delivers this flexibility through sales enablement features designed for the industrial distribution business.
The order entry software component of TrulinX enables users to create templates with specific instructions for every assembly. It also allows the user to attach specs, photos, and CAD drawings directly to the part number.
A few of the primary benefits of the order entry software features of TrulinX include:
As mentioned previously, converting quotes to orders is simple. You can convert one, some, or all the lines of the quote to a sales order from the process grid.
Once a quote is converted to a sales order, the system will automatically create any purchase orders that are necessary for the order. The system will then commit, allocate, and release inventory for the sales order, if possible. The system will also automatically print pick tickets for any lines that are released.
Here’s a step-by-step overview of the process:
There are five sales order types in TrulinX software, including:
Quote line pricing is easy as most of the information defaults from the item maintenance record. The user has the option to check the price override box if you want to change the price and/or discount for this line.
Quote line maintenance in the TrulinX order entry software component is made easier through a number of handy features.
The pricing calculator lets you change price and margin, all while tracking that changes were made. You can enter the margin you want to give and it will provide the correct price using List Less Discount, Net price, or Cost Plus
The short description is 100 characters and the long description can be any combination of characters up to 255 characters long and can be printed on several documents in TrulinX, below the "standard" item description. If your description is longer than 255 characters, you can use the comment feature which has unlimited text space.
If substitute items are loaded, you can easily find them by clicking on the Substitutes Button.
Seeing what your customer most often orders is as easy as the click of a button.
TrulinX order entry software gives you simple access through the click of a button to see what you have on hand/on order, company-wide as well as WarehouseTWO and Distranet
Through the click of a button, you can see the item pricing record information.
You guessed it – see item pricing history through the click of another button.
The specialized features of Tribute’s ERP software are designed to help industrial distributors maximize their profits and better serve their buyers. If you’re ready to take the next step towards operational excellence, then request a demo of TrulinX today! See for yourself how the order entry software component of TrulinX helps streamline processes and provides the flexibility needed to meet your customer’s needs.
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