Get closer to your customers
If the sales in your company is a process, then you know how important it is to remember each customer’s wishes and agreements, to know which goods are in the warehouse and to keep the promises made. MONEO is an excellent tool for managing sales process. System offers several reports and visual accents to draw your attention to the most important events – whether they are orders to be executed today, bills that are delayed or out-of-stock goods.
SALES ORDERS
- Sales order status control. Partial delivery of sales orders.
- Multiple delivery addresses and delivery terms for single sales order.
- Automatic billing for one or multiple sales orders.
- Scheduled deliveries on a given date.
- Sales order classes.
- Automatic creation of shipping documents.
- Automatic creation of production orders from sales order records.
SALES INVOICES
- Sales invoices register and invoice status control.
- Easy invoice sending by e-mail (single or multiple invoices).
- Prepaid invoices and prepaid balances by customer.
- Customer and item classes.
- Customer contract rules.
- Item serial numbers.
- Payment terms and types.
- Gross profit report.
- Open invoices list.
- Sales statistics by items and customers.
- Receipt journal.
- Integration with POS devices.
PRICING
- Tailored price lists by item and customer group.
- Price formulas.
- Discounts for period of time and customer group.
- Re-pricing of items.
- Automatic repricing of price lists.
QUOTATIONS
- Quotation classes.
- Quotation valid until date.
- Filtering and sorting your quotations by importance.
- Evaluation of sales agent activity.
- Easy quotation sending by e-mail.
- Easy conversion of quotations into customer sales orders or invoices.
- Advanced quotation document formatting and styling options.
DEBTOR CONTROL
- Due invoices report with overdue number of days.
- Invoice payment status in browse window.
- Filter and sort open invoices.
- Easy sending of payment reminders invoices by email to single or multiple recipients with due invoices attached.
BANK LINK
- Bank statement data import and automatic linking to unpaid sales invoices, salary calculations, etc.
- Sending outgoing payment orders to bank directly from MONEO by exporting FiDAViSta data file.
Make your customers happy
Control the approval, payment and delivery deadlines of customer orders. Select most valuable customer orders and focus on them. Barcode scanning, label printing and other technical wonders will help you quickly and efficiently pack and deliver your products as soon as possible.
Download MONEO for free!
Book an online demo or download demo version to play around and see how beautifully it works or