Detailed List of Features

Customer Relationship Management (CRM)

• Customer specific pricing
• Communications Tracking tools
• Compliance Tracking/Reporting
• Customer Statement Cycle Calendars
• Chain Management
• Contact Management
• Optional EDI order placement  for large accounts
• Centralized Customer Org. information
• Centralized Staff information
• Search across Customer information
• Marketing Tools
• Liquor License Tracking
• Sales History Tracking
• Returns Tracking
• Dynamic Proof of Delivery

Optional Customer Online Portals

• Provide B2B Customer info 24/7
• Relevant Promotions Opportunities
• Wish  List Management
• Order Placement
• Order Status in real time
• Order delivery tracking

Telephone Sales

• Client business rules-driven
• Customer specific promotions
• Client defined screen user interface
• Drill down Customer details
• Real-time Supervisory oversight
• Sales Rep performance management

Sales Force Management

• Client defined commission structures
• Client defined commission rules
• Commission Reporting
• Sales Rep forecasting/actual
• Performance Analysis by Territory
• Performance Analysis by Customer
• Performance Analysis by Brand
• Performance Analysis by Product
• Performance Analysis by Cust. Type
• Placement Analysis
• Customer Defined Promotions
• Buy Side and Sell Side
• Live Presentation Support
• Quota Management

Optional Sales Representative Online Portals

• Sales Order Entry
• Sales Order Tracking
• Sales Reporting
• Online Commission Reporting
• Customer outstanding invoices
• Customer credit issues
• Customer orders in process
• Product keyword search

Sales Order Management

• EDI interfaces
• Back office order Entry
• Optional Customer Portals
• Optional Sales Rep Portal
• Optional Sales Rep Handhelds/PDA
• Optional Sorting & reporting

Chargeback Management

• Depletion Allowances
• Samples – 50%, 100%, $0
• Vendor support by Customer
• Vendor support by Product
• Merchandising
• Unsaleables
• Chargeback Invoicing and Reporting
• Full integration into G/L & A/P

Sales Order Processing

• Client rules for sales order routing
• Client rules for approval
• Indefinite Sales Order history
• Order Confirmations
• Earmarking (Backorders)
• Product Substitution management
• Up-Sell/Cross-Sell management
• Minimum Margin management

Credit & Collections

• Client credit rules
• Cash state pre-paid management
• Terms management
• Real-Time credit management
• Real-Time delinquent account management
• State Posting management

Supplier Management

• Depletion Reporting
• Samples Reporting
• Vendor Pool Support
• Multiple Contact management
• Multiple address management
• Embedded Inventory Reporting
• Dashboards
• BDN integration
• Promotional Activity Tracking
• Integrated financial activity

Purchasing & Forecasting

• Cycle Purchasing
• Level Purchasing
• Recommended buying report
• Order Amt/Quantity Minimums
• Product Brand Minimums
• Product Specific Minimums
• In-House PO Minimum
• Bottle, Case, Layer, Pallet quantities
• Seasonality demand forecasting in ROQ formula
• Fax, email, snail mail PO transmission
• Client defined purchasing algorithms
• Recommended Order Quantities
• Deep drill downs into PO’s
• Lead time forecasting
• Seasonality forecasting
• Real-Time PO tracking

Importing

• Pool purchasing
• Container Management
• Customs process tracking

Optional Supplier Online Portals

• Depletion Reports posted
• Upcoming Promo opportunities
• Promotions in progress
• Purchase Orders posted
• Minimum Margin Management

Accounts Payable

• Inventory
• Non-Inventory
• Supplier Portal Integration
• Cash requirements reporting

Accounts Receivable

• Payment Terms Management
• Rules-driven credit/order approval
• Portal views of A/R activity
• Credit Hold Management
• Optional Web-based payment integration
• Customer Statements
• NSF Check Tracking

General Ledger

• Client defined accounts
• Fully integrated through system
• Daily soft closes allow for changes and up to the minute financial visibility
• Transaction drill down into G/L

Warehouse Management

• Case/Bottle Restocking
• Optional Bond Room management
• Cycle Counts
• Bin/Zone/Locations
• Overstock Management
• Oddball Management
• Bulk Bins
• Picking list
• Bill of Ladings
• Invoicing
• Multiple Warehouse Support
• Restocking Transfers
• Scanning support
• Handheld support
• Client defined Picking
• Interfaces into shipping manifest sys.
• Space allocation by sell through
• Space allocation by dimensions

Optional support for Scanner/Electronic Devices

• Warehouse handhelds
• iPhone interface
• Handheld Scanner support
• Bar Code Readers support

Optional EDI/FTP

• Integration into EDICT
• Integration into FINTECH
• Integration capabilities into 3^rd party systems

Route & Loading Management

• Client defined loading process
• Staging area management
• Route delivery management
• Route appointment management
• Integration into ROADNET (coming)

Receiving

• Directed Put Away Management
• Optional RF Handheld integration
• Receiving Tie Out process
• True Landed Cost Management
• Partially or fully receive PO
• Reconcile Receivers against POs
• Manage over and underage
• Trouble Cart

Returns

• Integrated into optional Portals
• RMA from Customers
• RTV to Vendors
• Integrated into Accounting
• Replacement products, spoils
• Unsaleables Management

Reporting & Report Writer

• 500+ Reports for Wine/Spirits Dists.
• Gallonage & Liter measurements
• Case/Bottle/Pallet units
• Integration into DIVER
• Integration into Inventiv EIS
• Integration into Excel
• Integration into various Business Intelligence tools
• Embedded Reports
• Reporting integrated into Portals
• Any field in the system can be in a report
• Any defined object
• Real-Time reporting Calendars
• Real-Time reporting Trays
• Total control of look/feel
• Total control of data elements

Employee Management

• Employees managed by individual
• Employees managed by class
• Total Field, object, place security
• Client defined security
• Total Real Time auditing of activity

General Technology

• One software platform
• Real-Time environment
• Designed for continuous change
• Designed for extensibility
• Designed for total customer definition
• Rules Driven environment
• Infinite Custom Fields
• Total interface design control
• Total Custom pop up messaging
• XML linkages to 3^rd party data
• Customize Hotkeys
• Customize Tab Order
• Customize Function keys
• Customize Process Flows
• Customize Work Places
• Unlimited data storage