Access Dimensions

Sales Order Processing (SOP) & Credit Control

Smooth fulfilment of orders and the timely payment of customer invoices are the aims of Access Dimensions sales order processing and credit control. Sales order entry is facilitated by full visibility on stock levels, availability, special terms and purchase history. Sales order templates and repeat billing tools help your sales team to up-sell and cross-sell.

The Access Dimensions credit control module gives your staff the ability to quickly respond to queries when chasing debt. Rapid access to source documents and touch of a button e-mailing enables issues to be resolved within the confines of a telephone call, debt will be collected quicker and cash flow improved.

Rapid Order Entry

Use multiple criteria to find customer records; postcode, customer code or name, or pick from a list sorted by region or salesperson. Similar flexibility enables fast entry of each line item and stock code on the order. Multi-selecting many items from a list or duplicating part of a previous order adds hundreds of detail lines within seconds.

Access Dimension allows customers to enter their own orders on websites with self-service forms that are brought into your central system without re-keying. Quotes and estimates are converted into sales orders with a single command, and immediately reserve stock as they enter your workflow.

Validation

Customers are validated against their credit limit and payment history. The system checks stock availability, prices, discounts and special offers for you meaning every line item is correctly priced. Price matrixes can provide a unique price or discount for every combination of customer. Promotional prices are subject to full date control. The system constantly checks and warns you if your profit is put at risk.

Picking And Dispatch

Orders are picked to your criteria, from order date, size and value to cost-effective delivery routes and carton size. Picking lists prompt delivery notes so that invoicing follows. Access Dimensions tracks the progress and status of every order through flexible enquiry screens and integration with online tracking applications. All documents can be sent digitally or printed as hard copy and an electronic version automatically stored centrally for immediate reference.

Credit Control

Debtors who exceed their credit limit or due days are tracked, monitored and analysed by demographic. Specific debts are allocated to individual staff to ensure debts are chased at the right level. Full information of issues and promises are immediately visible; invoices and statements can be re-printed and emailed while on the phone. Access Dimensions gives you the answers to every question raised by the customer and disputes are resolved on the spot.