BSI’s Order Entry Suite integrates Macola Progression Series/ES, Credit Card Authorization, Shipment Rating and Tracking and your CRM system (e-Synergy, ACT, Goldmine or SalesLogix) under one application for a completely streamlined interaction with the customer -- take the customers order, update his shipping address, rate the shipment, authorize his credit card, and even check the status of other orders or shipments from one application interface.
Interface to Macola Progression/ES
Works with Progression 7.x and ES
Process standard orders, invoice orders, and more through the BSI OE interface
Easily produce quotes for existing customers and prospects
Check Order status, Account status and more
Update Account, Contact information and more
Ability to define simple or complex rules for freight breaks, terms changes, whole-order discounting, handling charges, item sales restrictions, and so on
Ability to have invoice, packing list and so on automatically generated for invoice orders
Ability to see open credit memos on-screen and apply them on-the-fly
Payment Solutions
Interfaces to WebAuthorize and DirectCharge for seamless server-based credit card transactions with most credit card processors
Client-Server credit card interface -- no need for modems and additional phone lines at each OE workstation
Customer’s credit card information may be stored to streamline the transaction - at the customer and alternate address level
Shipment Rating and Tracking
Interfaces directly with UPS, Fedex, Airborne and USPS for interactive shipment rating - compare overnight, second day or standard shipment costs while on the phone with the customer to get your product to them when they need it
Track shipments - shows delivery status, estimated delivery date and more
CRM System Interface
View/Add Contacts, Notes/History, Activities (like a follow-up), Literature Requests, eSynergy Request & Documents, and so-on - directly from your the BSI OE screen
And Beyond ...
Rules-Based Configuration Engine -- Takes Configurable Products to the Next Level -- And Much Easier to Maintain than Macola’s Feature-Option
Track Orders by Marketing Response Codes
Utilize the BSI Marketing Wizard to Analyze Sales and Drive Marketing Activities Interactively
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