Features

Enterprise Resource Planning

Business Productivity is driven by a streamlined and cohesive Customer Relationship Management solution. The ability to respond, track and manage customer contacts and account information is taken for granted when it comes to handling the 'front office' work flows for customer contacts. Equally important and often time overlooked is the Enterprise Resource Planning of the processes that happen starting with Inventory Management to the time an Order is fulfilled. Efficient handling of product management needs in a fast paced company can be an important factor growth and how profitable a company can be.

Tradepoint has a set of integrated tools designed to accommodate the fundamentals of ERP needs with the ability to extend Tradepoint to meet high performance warehousing and Product management needs. As an integrated solution, collaboration with the CRM tools for a seamless environment of being able to track not only specific actions within a customer file but also be able to address the product management and tracking needs of shipments and subsequent order related communications with your clients. Tradepoint's Product Management capabilities extend to handle drop shipping needs and work flows which include a combination of drop shipping and physically inventoried needs.

Product Management

An efficient product management environment has to allow the ability to handle multiple properties for  products with the flexibility to make changes on demand if necessary.  Tradepoint's Product Management tools provide an integrated view where multiple details can be managed within a single product or handle default preferences for many. Ecommerce Product Management provides this structure plus product preferences are integrated for easier management of product listings on a website for easier management of product listings on the web.

  • Support for Accounting rule defaults for each product
  • Support for inventoried items, drop shipping, and services
  • Bar code ready for Products
  • Support for multiple taxes per product
  • Supports multiple Price Lists per product
  • Seasonal Discounts with automatic availability
  • Able to support multiple valuations per Product
  • Support for a Per Purchase Order costing model for handling fluctuating costs
  • Supports Service attached to product setting defaults
  • Supports multiple Suppliers with priorities for automatic re-ordering of Products
  • Automatic re-ordering based on alerts generated by Inventory minimums
  • Support for volume discounts for quantity purchasing

Ecommerce Product Listings

For companies that sell products on the web, one of the most important elements is maintaining the most up to date information about product listings. The ability to change just the information in one product quickly and when necessary is vital to maintaining the most recent information about products to clients through a website. Tradepoin's product management tools include multiple tools for managing the web content for Products in the same interface as your internal product defaults creating a completely integrated environment for managing all Product settings. Ecommerce Product listing capabilities include but are not limited to:

  • Support for both short and long listings for Product descriptions
  • Support for Specifications for detailed product information
  • Two levels of up selling for Accessories within products
  • Post down loadable documents for products
  • Image Gallery with capability for multiple images
  • Integrated Search Engine Optimization tools for easy entry of keywords
  • Support for creating Custom Web Pages featuring any Products
  • Authorized Review tool enabled
  • Web support for discounts to be applied to specific Customers or Resellers

Order Fulfillment

With the increased necessity of companies utilizing the web for communications and sales, companies have ended up with multiple sales channels for orders just to keep up in an ever competitive business world. Being able to fulfill orders through multiple channels is critical to providing a seamless customer experience in a diverse business climate. Evolution supports processing orders through the web, and internally on the phone or through a direct sales force providing your company with a sound solution where a business is looking to support order fulfillment through multiple channels.

A combination of tools based on user profile settings allows for automated alerts and reminders through all aspects of a business work flow from the time a Lead becomes a new customer to follow up after an order has been successfully fulfilled. Where a sales force will see and receive all the necessary alerts and reminders necessary to keep the momentum going,  warehouse and fulfillment teams will receive notifications of new orders to be fulfilled and what has been shipped already.

  • Support for direct and web based ordering operating simultaneously
  • Auto send tools for email messages based on completed orders
  • Process payments electronically through Order screen in Tradepoint
  • Support assigning orders to a specific user to prevent fulfillment duplication
  • Supports printing Pick Lists and Packing Slips individually or in batches
  • Supports partial order fulfillment
  • Supports auto-generation of purchase orders for drop shipped items
  • Supports Order with drop shipped and physically fulfilled items
  • Live Inventory levels visible from Orders screen
  • Support for re-ordering of products directly from Orders screen
  • Subsequent PO information available through Orders screen for tracking drop shipped items

Purchasing

Purchasing and Supplier management in particular is critically important to back end operations in a company. Being able to provide a seamless approach with Suppliers for re-ordering activity and being able to track the work flow on the Supply Side creates a productive Supplier management environment which in turn supports Order Fulfillment and the front end of a company. With Tradepoint, managing the Supply Side of a company will reflect many of the tools within the CRM only applied to Suppliers. Consequentially, reminders, alerts and events are also driven on the Supply Side by the same structure driving most CRM functions and events.

  • Security Access can separate the ability to create a Purchase Order and confirming a Purchase Order
  • Automatic reminders for Purchase Orders based on Max/Min levels in Inventory
  • Automatic re-ordering at Max levels for Products within Purchase Orders
  • Auto-generation of Purchase Orders for drop shipped items as the Order is created
  • Integrated tools for applying multiple addresses for drop shipping
  • Pay multiple Bills for a Supplier with just a few clicks
  • Support for back Ordered items 
  • Integrated Receiving wizard supports batch numbers

Click here to download a Product Data Sheet and find out more about the features available in Tradepoint Enterprise.