Sale and customer service

Defined document circulation

User defined documents circulation allows to reflect in the programme the multi-stage processes implemented in the company. By creating documents’ circulation, the company can adapt the contractor service cycle to its characteristics. By defining every stage of document circulation procedure:

We define the document to be created
We assign an employee who is supposed to perform the task
We define the level of stage automation

You can create a lot of scenarios for one process operation. Particular tasks implementation level is reflected in the reports and it can be additionally displayed by other distinguishing factors (font colour or design). It allows you to control the creation of particular tasks and planning the tasks effectively.

Advanced methods of creating sale policy

As far as creating price policy is concerned the programme helps to implement practically any philosophy for co-operation with customers. Elaborate methods of assigning discounts for particular products, product groups or customer groups are available. You can create any number of PLN and foreign currency price lists and assign them to particular customers or customer groups. The programme allows demanding users to create their own procedures of composing price lists. We can assign credit limit and presumed payment deadline to each customer. We can also define the way the system is supposed to react to updated customer debt status.

Flexible procedures of dealing with orders

When creating orders, the programme uses defined sale conditions for a selected customer. Goods available in stock can be automatically booked. If some part or the whole amount of goods is not available, the programme automatically creates a supply order for the delivery agent

Dealing with sales representatives and their accounts

Customers can be assigned to particular sales representatives. PolkaSQL registers the sale and defines the representative commission automatically.

Support for co-operation with shopping networks (hypermarkets)

PolkaSQL provides users with a set of functions supporting the operation of a specific type of end-user such as large shopping networks.

You can register a lot of delivery addresses
You can print documents with the use of goods labelling specific for a contractor
You can exchange order forms and invoices with the help of EDI formats.

Packaging circulation management

Reusable packaging circulation is dealt with by a separate group of documents. You can create separate stocks for packaging. You can make financial accounts concerning packaging. You can issue invoices containing packaging return. You can include amount and value list for the packaging circulation completed on the invoice (delivery minus return).

Goods substitutes

This function allows to define the relation between the items from product range. Each product can be assigned to product group which is considered its substitute. During sale the user has got permanent access to information concerning substitutes.

Sale with VAT refund

PolkaSQL operates sale with VAT refund for travellers as well as printing the documents confirming such sale on special forms included in the relevant Minister regulation

Some features of sale module:

Defined documents circulation
Advanced methods of creating commercial policy
Verifying customer’s debt during documents creation
Full information concerning order status
Sale in selected currency
Operating export and sale with VAT refund
Support for sale to hypermarkets
Adjusting information on sale documents to individual customer needs Convenient mechanism of returns operation
Packaging circulation management