Sales & Order Management for Intuitive ERP

As of 2021, Intuitive ERP is now known as Aptean Industrial ERP

Opportunity Management Module

The Opportunity Management module maximizes the efficiency of your sales force by helping to manage and identify the best strategy for moving to close the deal. By providing a tool to effectively manage every component of an opportunity, Opportunity Management helps your sales professionals capitalize on sales potential with prospects and increase business from existing customers.

Order Processing Module

Visualize the reaction when you custom-configure a complex, dimensional product, provide a detailed quote and enter a sales order — all while sitting in your customer’s office…

Intuitive ERP’s complete order processing functionality, including direct quote-to-sales order conversion, revision tracking, full-featured order entry forms, multiple commission options, sales analysis reporting, and more, provides the tools necessary to maximize the efficiency of your sales force. After sales orders are entered, Intuitive ERP takes the newly created demand and reserves inventory or generates planned purchase orders and work orders to procure raw materials and build manufactured parts. Once the finished goods are complete and available to be shipped, sales orders are fulfilled and invoiced.

Process Point-of-Sale Purchases Module

The Point of Sale (POS) form allows the user to book the order, ship, invoice, and apply cash all in one easy step (the process may be stopped at any point; for example, you can book, ship and invoice, but not apply cash). This extremely fast and simple process allows over-the-counter type sales to be entered quickly and easily.

Maintaining Price Matrices Module

Intuitive ERP’s Price Matrix Maintenance functionality provides a your company with a tool for entering and maintaining price policies for customer types, customers, product families, and/or individual items.

To determine the prices to use in the sales order and quoting processes, Intuitive ERP starts with the unit sales price, then applies the pricing matrix guidelines. It determines the price for items based on all the price matrices that pertain to the customer / item / quantity combination on the quote or sales order. For example, suppose a customer who receives a 10% discount on all orders places an order for an item that is on sale at 10% off the standard price. The customer would automatically receive 20% (10% for the customer pricing matrix plus 10% for the item matrix) off the final price for that item.

Quoting Module

Intuitive’s quoting solution shortens the sales cycle and automates order processing. The faster you can configure and quote an order, the faster you can realize revenue. 

• Provide quotes and estimates 
• Create and quote new items, bills of material and routings on-the-fly 
• Provide customer- specific or volume discounts 
• Check item availability and promise deliveries 
• View customer status and history 
• Convert quotes to sales orders automatically 

Our Quoting functionality allows you to enter and maintain quotes that may be automatically converted to sales orders. You can track quotes by customer, date, or follow-up date and manage by revision level.

New items can be created during the quoting process. You can also copy an existing item, modify the routing or bill for a new cost, and configure an item on-the-fly through the configurator. If you quote a new item from any of the above methods, the item, bill of material, and routing will be created automatically when the quote is converted to a sales order.

The quoting module is fully integrated into both the Intuitive ERP price matrix (for end items) and the bid matrix (for component items).

A cover letter functionality allows you to establish a Microsoft Word document template as a cover letter for each quote, or to connect any other required document to a standard quote.

The quoting system includes an approvals system, as does our sales order processing, engineering change order, and purchasing modules. You may establish an unlimited number of contacts (inside or outside of your company) who will receive automatic e‑mail notification of a quote and ask for their approval or disapproval. The automatic method of requesting approvals increases control while decreasing time requirements.

After your quote has been approved, you can easily convert quotes to sales orders automatically, eliminating manual data input errors. The entire quote does not have to be converted at once; lines of the quote may be individually selected for conversion to a sales order.

Several reports are also available with the Intuitive ERP Quoting option. These reports provide the functionality to print individual quotes, print a listing of all quotes in the system according to customer, item, etc., and also a follow-up report that is used as an action list for salespeople on open quotes.