
ORDER PROCESSING
Offer your customers the best in price, delivery, and service – iQuest turns your sales strength into greater profits. It enables your Customer Service Rep (CSR) to sell more, and provide better services to your customers. It streamlines your order flow to speed up the delivery.
Key Features for CSR
iQuest offers a wealth of features to make the CSR's job less taxing in all aspects, whether entering order, making quotation or releasing backorder.
Customer Response Center (CRC)
CRC is the “Grand Central” station for answers: the “available to promise” query,
stock status, order status, “can I build”, what-
Customer Part Number, MFR Part Number, Rival Part Number, Alias
Easy translation of alias into your part number helps your CSR quickly locate the item to make sale.
Customer Buying History
Detail history shows what the customer bought in the past for easy reorder.
Up Sell, Cross Sell, Stop Sell
iQuest will advise your CSR to sell complementary and substitute items when applicable. For discontinued item, your CSR will know when to stop selling.
Lost Sales Tracking
iQuest tracks lost sales by reason code for your analysis.
Kit-
Configuration rules prompt your CSR to build the product kit while entering the order to fit the customer's needs.
Customer Notes, Remarks, Alerts
Rule-
Special Charge
Rule-
Sophisticated Price Structures
iQuest provides the most comprehensive pricing system to implement your pricing policy. In addition to the “regular” pricing below, iQuest also provides solutions to handle special promotion, deals, and rebates.
Table Pricing
Multiple price breaks based on order quantity can be set up for each item. Price
can be calculated at each break as cost-
Level / Column Pricing
Set up price levels (or columns) for customer by product line. The final price is tied to the table pricing so less maintenance is required.
Line Discount
Similar to level pricing, you can offer discount for a line of items to a customer or group of customers.
Contract Pricing
Specific price quote can be offered for select item to select customers.
Family Pricing
Order quantities in the same family (e.g. pens of different colors) will be combined to look for better price break.
Promotional Pricing
Sale price can be set up by “promo code” to support mail campaign or coupon program. Analyze sales by promo code to evaluate campaign effectiveness.
Order Discount
Discount for the entire order can be tailored to customer, and determined by order amount.
Multiple Pricing Units of Measure
You can set up multiple selling units of measure for each item. For each unit of measure, you can create its own price table.
Price Override
Users with permission can override price according to set rules. Report is available to review orders with price override.
Special Order Types
Direct Ship Order
For direct-
Pegged Ship Order
Special-
Pegged Work Order
A tight link connects the sales order and the production work order for the make-
Consignment Order
If you offer consignment as a benefit to your customers, iQuest will manage the issues of inventory tracking, billing, and reordering.
Special Functions
Credit Card
iQuest provides standard-
EDI
For your EDI trading partners, iQuest processes their EDI orders, invoices and advance ship notices.
Sales Tax
As a standard feature, iQuest will compute and report sales taxes for you. If you do business in multiple states, iQuest works with Vertex Quantum to give you the most complete tools in sales tax update, calculation, and reporting.
Shipper Interface
iQuest is integrated with UPS World Ship and FedEx to simplify your shipping and billing processes.
Web Order
iQuest will support your e-