Sales and Billing

For many companies the sales and billing process is distributed throughout the organisation. FocalPoint allows data capture for the billing process, integrating with the appropriate source data and implementing controls at every step, to make this quick, efficient and accurate.

Sales Invoicing and Estimating

FFor some organisations, an additional level of control and workflow in the creation of estimates, sales orders and invoices would bring significant benefit as long as the resulting process is streamlined and efficient. Similarly to purchasing, sales processes vary widely in every organisation. As a result any software solution needs to have ultimate flexibility coupled with excellent controls to ensure the smooth running of the operation.

Fee Notes / Sales Requests

Within FocalPoint, any number of fee note / sales request templates can be created. These templates can be configured to match any sales process within an organisation. They can have independent rules for the data capture required, route through the organisation and associated authorisations required. Depending on whether you have a centralised or distributed invoicing function, FocalPoint can be set up to match your requirements.

Authorisation

Authorisation of sales requests can be set up if required to multiple levels. Methods supported include department, project-based, and value-based rules, including the ability to reference and check appropriate budgets. Throughout the authorisation process individuals can review the status of their sales requests and be automatically alerted to any change that requires action. Once approved, sales order documentation can be produced either within FocalPoint or Access Dimensions.

Benefits

• Multiple form templates
• Independent workflow and authorisation rules
• Integrated alerts
• Multiple levels of approval
• Full integration with stock controls and financials
• Attach documents to any sales request