AppFinity WebSalesForce Web Ordering System offers the flexibility to your sales people to place sales orders and quotes for their own customers directly into your Sales Order module over the Internet. With the WebSalesForce, your sales people do not have to be in the office to place orders or access their own customers' information. They can place orders or access their data anytime, anywhere.

If you have multiple sales offices and a centralized accounting department to process your shipments and billing, WebSalesForce is the perfect solution. The system enables your sales professionals throughout your remote office locations to access your central database to quote prices, place orders and check the status on their transactions.

Sales quotations and order transactions placed online are entered into your ordering system as if they were placed on-site. Order status, inventory availability and customer's account information are automatically updated at all times. Data entered over the Internet is read and written to your database online in real time.

WebSalesForce also enables your salespeople to check the status of outstanding sales orders and quotes, view outstanding balances and invoice status, access information relating to collections, and generate customer and item listings.

WebSalesForce is designed to display only information related to customers of a particular salesperson. Thus, a salesperson cannot view sales orders or quote transactions of other sales professionals' customers. A salesperson is assigned to each customer account by entering a value in the Salesperson field of the Customer file. The system then automatically sets a filter to the databases and the login so that sales people can only access their own customer's data.

When your salespeople place a request for a quotation or a sales order online, WebSalesForce provides a list of their customers. Then, the salesperson can simply select a customer from the list and proceed to create a sales order or quote.

In the Place Quote/Order function, the salesperson can chose the inventory items for an order or a quote. Detailed information about the inventory item is also available such as: on-hand and available quantities, price, item description, remarks and item image. They can also refine the list provided by selecting only the product type of their choice or by entering criteria in the Filter area.

The system displays salesperson-specific information - your salespeople only have access to view Sales Quotes, Sales Orders, Outstanding Balances, Invoice Query, Cash Receipts and Customer Listing for their own customers.

The Outstanding Sales Order function allows your salespeople to verify status of their outstanding orders as to whether or not the order is on-schedule, the shipped and unshipped amounts, and the sales order amount. Each order is displayed and can be clicked on to view shipment details, order quantities and backordered quantities. As an added feature, salespeople can click the Detail option to display and print the actual sales order document.

The Outstanding Balance function generates a list of outstanding invoices for each customer. For each invoice, the total invoice amount, paid and balance amounts are shown in the grid. If you want to view the line items covered by the invoice, simply click the invoice number.

Your salespeople can use the Invoice Query function to view all the invoices (paid or outstanding) created under their customers' accounts. This function displays the total of all sales billed to the customer from the time the customer record was set up until the current date, including any beginning balance that was recorded.

The Cash Receipts function displays the total collections from your sales professionals' own customers from the time the customer record was set up until the current date. This window is automatically updated every time receipts are posted in the Accounts Receivable module.

The Customer Listing link enables your salespeople to view the Customer Listing window that contains the details of the different transactions for each of their customers. For each customer, your salespeople can see the links to Invoice, Transactions and Statement.

The Item Listing function generates a list of the product items that are available for sale to your customers via the Internet. The report provides item descriptions and unit prices. You can set a filter to the report and list only a selected Product Line or Item Class.

Click here to download the WebSalesForce fact sheet.