Streamline Your Order Fulfillment
Complete the entire order entry process from one screen. Whether you’re entering orders or quotes, converting quotes to orders, expediting orders, checking stock, researching linked purchase orders, verifying shipping preferences, or completing another activity, it can all be done from one screen within Inform ERP order entry.
- Quoting capabilities - Instantly turn quotes into orders with the click of a mouse.
- Accessory and substitute item suggestions - Improve your margins and customer services.
Front counter and delivery signature capture - With embedded signatures on invoices and forms.- Integrated credit card processing - With PCI compliant payment card reuse.
- Embedded CRM - For quote and order follow-up tasks.
- OrderConnect & APConnect - An optional module that accepts electronic orders from your customers, eliminating the need for manual data entry.
- Shipment Tracking - Automated UPS and FedEx, manual common carrier PRO numbers from any carrier. Track shipments from Inform ERP and Inform eCommerce.
- Launch a new sales order or quote from a CRM contact record
- Add quantity ordered directly from product search screen, for multiple items
- Move Point-of-Sale balance to Accounts Receivable
- Immediate backorders and immediate invoice options for real-time inventory, backorder fulfillment, sales, and receivables
- Job Tracking System for bid management, including user-defined fields, attachments, activities, and reporting.
Warranty Claims Management
It's never been easier to get the credits you deserve and eliminate manual warranty tracking processes with DDI's Inform ERP.
- Set up vendor warranty requirements – Products with vendor warranties are flagged to ask for vendor requirements (such as serial numbers) upon sales transaction.
- Store part specific information – Customer sales orders indicate when information is required upon sale. Information is stored for quick reference should a return/claim need to be made.
- Track defective parts and vendor warranty submissions – Easily pull up items that require vendor reimbursement claims. Quickly submit claims that feed into your G/L Ledger.
- Automate your warranty claim processing – Save time and eliminate missed credits. Start to finish, DDI System’s Inform ERP simplifies warranty claim submissions.