OrderWiz Features

My Customers

OrderWiz’s My Customers module is designed for the sales force.  With just a few clicks, a sales person can have a list of his customers and their recent activity.

Feature

Description

List of Vendor Customers

The My Customers module starts off with a sales person’s list of vendors.  The sales person selects any of the vendors and clicks on the “My Customers” button.  A list of all his customers for that vendor appears, along year to date sales total s for the current year and the previous year.

List of Customer Vendors

From the list of vendor customers, the sales person can click on the “View All Vendors For Selected Customer” button and see a list of all that customer’s vendors, along it the sales activity.

Reports

At the list of customer vendors, there are reports of activity based on booked orders and invoiced orders.   These are convenient reports to use when discussing and selling to the customer.

 

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OrderWiz is the dream manufacturer rep system. Flexibility is the key to its programming design, by responding to vendor and a customer’s requirements in a variety of ways. Gone are the days of “tricking” and “patching” your system every time a vendor has a new promotion

OrderWiz is comprised of nine main modules: Vendors, Customers, Organizational Data, Order Entry, Invoicing, Commission Reconciliation, Month End Processing, Payroll, and Sales Reports. The Order Entry and Sales Reports modules can be operate effectively at the home office or on the road by using Dial Up Networking, or a VPN.

© Robert E. Flaherty 2008