E-BANKING SOLUTIONS
Streamline your banking operations and channel your banking services by offering a highly personalised ‘one stop’ banking experience to your customers through Omnichannel communication.
NETinfo’s flagship product NETteller e-Banking Solution’ is a Omnichannel Online Banking Solution that has been designed to adapt to the current and future demands of any banking and financial institution worldwide.
NETteller consists of a powerful independent platform that manages all channels centrally whilst supporting every customer segmentation, including corporate, retail and the unbanked consumer.
Our unified solution enables banks to expand their channel offerings and provide secure and seamless personalised services in real time, whilst sustaining detailed reporting and analysis features to support the ‘Know your Customer’ concept and improve customer service.
This flexible system offers unique and value added features which empowers the bank to manage the demands of their customer’s expectation and meets the current trends in online banking services.
Key Features
► Personal Finance Management
► Personalization
► Self-Administration
► Customer Segmentation features and services
► Comprehensive transaction services
► 360o overview of accounts and transaction information
► Detailed reporting and Analysis
► Targeted Marketing and Sales Management
► Dashboard Management
► Multi language and currency
► Customisable look and feel
► 24×7 usability
► Electronic Bill presentment and payments
► Corporate Management
► System Managment
► Risk Management
► Content Management
► Corporate Administration Management
► Retail & Corporate Banking functionality
► Liquidity Management
MOBILE FINANCIAL SERVICES
As the consumers demand for mobility increases, the use of mobile devices for financial services and transactions has surpassed all other channels of communication.
The NETteller MFS Solution is a comprehensive Mobile Payment Solution providing a secure, user-friendly and powerful tool for Mobile Financial Services, using any cell-phone by any available mobile network.
NETteller MFS solution is based on the NETteller system, and designed and developed to address the key challenges faced in the delivery of successful Mobile Financial Services.
Key Features
► Multiple Service Offerings including e-money, m-money, loyalty cards and coupons
► Multi-Currencies
► Multi-lingual
► Simple Integration – Open Interfaces
► Real Time Policy Enforcements
► Self-Spending Policies
► Scalability through distributed environments
► Loyalty Card and Coupon Management
► Flexibility through adaptation to different market segments
► Adaptable to any cell phone with any operation system
► Supports multiple access methods: SMS/USSD/WEB/NFC
► Platform Security and Fraud Prevention
► Converged e-Banking and e-Money
► Ready for NFC application and future applications
In a rapidly-evolving sector intent on engaging more actively with its customers, NETsurance is the only ready-to-go omnichannel digital solution of its type for multi-line insurers, giving your customers full control to access and manage their policies through online and mobile channels – anytime, anywhere.
Its architecture is simple and efficient, allowing for fast customized integration with companies of any size or segment. It also provides a cutting-edge look-and-feel so you can connect with your customers at a different emotional level to further enhance your market branding. NETsurance is supported by a team of leaders in online technology and insurance business solutions, coming together to offer you a complete solution for your needs - today and tomorrow.
A true omnichannel insurance experience for your customers
► Real-time Quotes
Integrate your systems to provide real-time pricing.
► Full Onboarding
Generate all steps of the process online, from initial quotes to formalizing policy contracts.
► Transparent Policy Information
Provide details of customer policy information online, allowing contracts to be downloaded.
► Customer Control
Enable your customers to manage their policies online, including options for payments, renewals and communications.
► Flexible Payment Options
Give your customers multiple payment options, including direct deposits, credit, debit and mobile wallets.
► Instant Claims Submission
Offer your customers the convenience of submitting claims online, while providing yourself with an accurate and efficient system of intaking claims.
► Active Claims Management
Allow your customers to track the status of their claims through easy-to-view tools, and when claims are ready for disbursement, they can be directed by the customer to multiple channels.
► Dispute Resolutions
If the outcome of a claim is not accepted, the dispute resolution process gives your customers the ability to challenge it online.
► Personalised Dashboard
Provide your customers with a modern and customizable widget-based dashboard depicting pertinent information.
► Deep Analytics
Present your customers with their overall relationship with the insurer and allow them to use drill-down tools to seek additional information.
► Unique Customer Experience
Allow your customers to personalise their online experience by selecting language, policy aliases, favourite menus and other relevant options.
► Global Analytics
To fully leverage the system, you can receive reports on customer behaviour, including onboarding, payments history, claims activity and estimated profitability by group.
► Dynamic Messaging
Provide your customers with a two-way secure messaging system that enables the exchange of messages between them and your company.
► Alerts & Notifications
Give your customers the ability to customize their unique alerts and notifications.
POSTMODERN ERP
“Successful execution of a postmodern ERP strategy requires a life cycle approach that extends far beyond the initial implementation to a whole series of follow-on projects.”
Denise Ganly
Gartner Research Director
TERM COINED BY GARTNER IN 2014
Postmodern ERP is “a technology strategy that automates and links administrative and operational business capabilities (such as finance, HR, purchasing, manufacturing and distribution) with appropriate levels of integration that balance the benefits of vendor-delivered integration against business flexibility and agility.”
WHAT'S WRONG WITH THE MEGASUITES
► Monolithic, adj. large, powerful, indivisible, & slow to change
Too cumbersome & expensive to modernize (1990’s technology)
► Considered by many as a necessary evil that rarely delivers value
► Require high spending levels to maintain
► Lack of agility & flexibility to support digital business
► Customers isolated from the developers by ‘Partners’ who thrive on pushing customizations
► Too many ‘horror stories’, $billions wasted.
KEY FINDINGS
► The ERP strategies of product-centric versus service-centric organizations are diverging
► By 2020, the number of organizations adopting a governed, business-led postmodern ERP strategy will rise from approximately 15% today to over 40%
► PaaS will play a strategic role in postmodern ERP deployments by 2021
► Most midsize and larger enterprises require external competency from new vendors to extend the ERP suite to meet differentiating & innovative business requirements
► Advanced Analytics will be embedded in ERP applications
► The relationships that organizations have with their technology providers in postmodern ERP are moving from one of client/vendor to business partner
► Will the SAP, Oracle, Microsoft suites disappear?
RECOMMENDATIONS TO CIO’s
► Develop a postmodern ERP strategy that focuses on the parts of the ERP core required to support & add value to your digital business strategy and platform.
► Build a bimodal governance model that adapts accordingly across systems of record, differentiation and innovation.
► Investigate beyond traditional ERP vendors — especially for differentiated and innovative capabilities.
► Those who do not create a postmodern ERP strategy & environment will find themselves at a competitive disadvantage at best, & obsolete at worst.
► Transform yourself & your team from being the procurer, provider & integrator of technologies to being the enabler of business outcomes.
POSTMODERN ERP LIFE CYCLE
AUTOMATION
JUST SET IT AND FORGET IT
Having to press the start button every time you need to initiate a common task seems pretty old school, wouldn’t you say? We sure think so, and that’s where AutomationAgent comes in. Workflows are nifty, but when paired with AutomationAgent, they’re downright magical. Speed up your company’s operations by implementing a tool that pushes that start button for you. It’s the dawn of a new era, teeming with productivity and possibility.
REDUCE TIME SPENT ON REDUNDANT TASKS
By eliminating the need to manually re-key data from one software into another, you’ve removed a layer of potential human error, plus saved those same humans a whole lot of valuable time.
RELIABLE SCHEDULING EVERY TIME
Once a task has been scheduled, it will automatically run at the designated times. Set it up once, then walk away knowing that everything’s taken care of.
BETTER WORKFLOW PERFORMANCE
If you’re already using SalesPad and you think workflows are awesome, wait until you see workflows paired with AutomationAgent. Buckle up, kids.
EASILY IMPORT AND EXPORT DATA
Automatically import and export data from SalesPad, Microsoft GP, or any other data center. Never worry that your data is not consistent across platforms.
YOUR OWN LAUNCH PAD
Using AutomationAgent as your platform to build future integrations and run current integrations puts you fully in charge. Unleash your inner air traffic controller. All systems go.
A FAMILIAR USER INTERFACE
Using the same simple user interface as SalesPad Desktop makes learning, using, and understanding AutomationAgent’s interface a breeze for current SalesPad Desktop users.
FULLY INTEGRATED TO THE CORE
No special coding or custom builds. AutomationAgent is fully integrated with SalesPad Desktop out of the box, meaning you can get started increasing efficiency right away.
AUTOMATIC NOTIFICATIONS
Gone are the days of wondering if an event failed or if an account has been sitting too long without any action being taken on it. With AutomationAgent, notifications for such scenarios will be sent automatically.
CASE MANAGEMENT
MAKING THE CASE FOR IMPROVED ISSUE MANAGEMENT
Keep detailed, cross-referenced notes on any problems with your important customers, items, sales documents, and more. Case Tracker makes short work of keeping track of customer issues, item notes, linked documents, and other pertinent details. Make sure everyone’s on the same page with shared notes, easily accessed resources, user defined fields, and more.
TRACK CAUSES AND RESOLUTIONS
Create as many issue, cause, and resolution codes as you want and use these to keep track of what’s causing customer issues within your company.
ASSIGN USERS TO SPECIFIC CASES
Too many cooks in the kitchen can be disastrous when customer satisfaction is on the line. Eliminate that possibility by assigning a specific SalesPad user to each case.
GENERATE A REORDER OR RETURN
If a reorder or return is needed for one or more items associated with a case, those can be created in just a few clicks from within CaseTracker.
ATTACH RESOURCES FOR EVEN MORE INFO
If the numerous information fields available on the Case Tracker entry window aren’t quite enough, upload separate documents, pictures, and more to the Resources tab.
COUNTER SALES
Sell and manage your inventory with the same software.
Not every company needs a full-fledged point-of-sale system. A lot of companies, such as those who focus primarily on distribution or light manufacturing but who also sell some items onsite, only need a system that can handle quick over-the-counter sales. That’s why we made our Counter Sales module. Counter Sales is built right into SalesPad Desktop, so there is no additional fee or setup required.
WALK-IN CUSTOMER SUPPORT
Keep that customer line moving with a quick checkout process. With the ability to charge to an existing account or perform just a regular counter sale, you can easily tend to your customers’ needs.
EASY RETURNS AND EXCHANGES
Accept and process returns or exchanges in just a few clicks, all within SalesPad’s Counter Sales. No fuss, no switching modules. No problem.
QUICK ORDER ENTRY
Use a barcode scanner or a touch screen monitor with the Quick Pick plugin in Counter Sales to make over-the-counter transactions even easier.
MULTIPLE PAYMENT OPTIONS
All major forms of payment processing are already built right into Counter Sales. Cash, check, EMV credit cards…Counter Sales takes them all, and safely.
MULTIPLE STORES AND DRAWERS
Tracking who is selling what and where has never been easier. Create multiple stores and drawers in SalesPad Desktop, and keep tabs on how your different locations are performing — whether warehouse sales counter or storefront.
SNAPSHOT REPORTING AT YOUR FINGERTIPS
Get a high-level overview of that day’s transactions, viewable by store, register, and payment type, in just a few clicks. Gathering the performance data you’re after is simple and quick.
CUSTOMER AND INVENTORY LOOKUP
Counter Sales makes finding customers or inventory faster than ever, and all the information you need to complete the sale is only ever a few clicks away. It really is that easy.
CRM
Be the hero your customers need.
Nothing keeps your business humming quite like a steady stream of happy return customers. Satisfied customers are the lifeblood of any business, and with SalesPad’s CRM capabilities, you’re sure to stay one step ahead of your customers’ needs. With a wealth of customer data always at your fingertips, you’ll be able to go above and beyond when working to satisfy your customers.
SIMPLE RECORD KEEPING
If the CSR who spoke to a particular customer last is not available when the customer calls back, don’t panic. Everyone is on the same page with SalesPad.
CONVENIENT CUSTOMER WALLETS
Store a customer’s payment information right there on the customer card using the Customer Wallet tab, when using SalesPad for payments.
EASILY SET UP SPECIAL PRICING
Sometimes you want to reward your favorite customers, or lure in the hesitant ones. It’s simple with special pricing for individual and/or groups of customers.
QUICK ACCESS TO THE SALES HISTORY
If a customer can’t remember what they ordered in the past, just open their sales history. All the information you need to make the next sale is right there.
TRACK A CUSTOMER’S INTERACTIONS
Use the Interactions tab to always know how and when a customer was contacted, when they need to be contacted again, and what was discussed.
OPPORTUNITY KNOCKS
If you’ve got a hunch that this customer needs some extra attention or is in the market for more, loop your sales team in with SalesPad’s Opportunity functionality.
KEEP THE DOORS OPEN FOR PROSPECTS
Got a potential customer on the line? Work to reel them in using the Prospects functionality to organize your team’s recruitment strategies.
ACCESS DETAILED AUDIT TRAILS
If you ever need to access a play-by-play for everything that happened with a customer’s records in SalesPad, all the information you need is in the audit trail.
DISPATCH
Hit the road with confidence.
If you’re running both SalesPad Desktop and SalesPad Mobile and you need a powerful method of managing schedules for your fleet of trucks and drivers, the Dispatch module is your solution. Easy to learn and accessible from both your computer and your mobile device, Dispatch makes coordinating an efficient trucking schedule simple. Create, assign, and track routes for drivers and vehicles with Dispatch. View routes from mobile devices and take advantage of easy check-in and check-out functions to update route stop statuses from the field.
ORGANIZE YOUR FLEET
Keep tabs on all your company vehicles by creating vehicle entries in SalesPad’s Dispatch module. Track a vehicle’s maintenance schedule, mileage, and more, and easily add or remove vehicles from your scheduled routes.
COORDINATE YOUR DRIVER POOL
Create driver profiles, complete with driver’s license information, rates, contact information, driver-specific notes, and more, and view each driver’s schedule side by side as you create your routes.
BRING IT ALL TOGETHER WITH A RELIABLE ROUTE
In the Dispatch module, a route is much more than a line between Point A and Point B. Routes contain driver and vehicle information, scheduled stops, warehouse information, audits, linked sales documents, and more.
SAVE EVEN MORE TIME WITH STATIC ROUTES
No need to enter the same basic information all over again for regularly scheduled routes. Create a static route (a route template), then make any changes to the individual route when it’s time to hit the road.
KEEP TABS WITH MOBILE CHECK-INS AND -OUTS
No more sitting back at the office waiting for a phone call to verify that the trucks have arrived on time. The Dispatch module lets drivers check in and out of route stops with a single tap, keeping things simple.
PULL IN SHIPPING WEIGHT FROM SALES ORDERS
Dispatch automatically calculates shipping weight data, in addition to other pertinent sales order data, based on the line item information found in linked sales documents. No extra effort required.
IMPROVE VISIBILITY WITH THE DISPATCH BOARD
The Dispatch Board gives you a visual way to compare schedules for drivers and vehicles. Drag and drop drivers and vehicles onto the board to create the schedule that will keep your company humming along on time.
SCHEDULE (AND RESCHEDULE) WITH EASE
Dispatch takes the hair-pulling frustration out of scheduling with built-in scheduling conflict warnings and many other helpful options. Add the Workwave route optimization integration to further streamline your scheduling process.
EDI
Integrated product fulfillment, simplified.
Powered by SPS Commerce, SalesPad EDI connects to the leading cloud-based network for omnichannel retail operations. Users can eliminate manual entry of purchase orders, sales, notices, and invoices with trading partners. SalesPad EDI takes the complexity out of electronic data interchanges and breaks down the barriers of connecting to vendors. SalesPad Desktop’s intuitive, rules-based workflow, in conjunction with SalesPad EDI, provides complete control of your sales order and fulfillment processes when selling through your trading network.
Omnichannel retail options at your fingertips.
Expand your growth potential.
TAP INTO THE LARGEST TRADING NETWORK
Connect your business to over 1,500 companies worldwide with SPS Commerce, the most powerful EDI solution on the market. After all, it’s all about who you know.
IMPROVE YOUR EDI PROCESSING
SalesPad EDI employs a ready-made, easy-to-use integration that seamlessly exchanges data out of and into SalesPad Desktop for omnichannel retail operations.
STREAMLINE YOUR WORKDAY
Don’t spend your day micromanaging your systems; let EDI transactions happen behind the scenes via workflow. Free up your time to devote your attention to your business.
COMMUNICATE WITH RETAIL STANDARD XML
Ensure that your product information is interpreted accurately across all platforms by utilizing retail standard XML (RSX), and eliminate the possibility for translation errors.
PLAN OUT THE DAY WITH THE EDI SCHEDULER
Create a manageable schedule for the system to retrieve any new incoming EDI documents from the server, then automatically process the documents.
TIGHTEN UP YOUR DOCUMENT MANAGEMENT
With SalesPad EDI, you can easily catch errors and flag documents based on customized business-defined rules. Don’t let anything slip through the cracks.
KEEP TABS ON WHAT’S HAPPENING
Quickly view audit trails to ensure successful receiving and sending of EDI transactions. Any issues will be easy to spot, and you’ll be able to uncover their origins.
CREATE YOUR OWN EDI DOCUMENT TYPES
If the default EDI document mappings provided by SalesPad aren’t sufficient, make your own! Use these mappings to work with all trading partners, or only specific ones.
INVENTORY MANAGEMENT
Inventory management that sets the standard.
Take your inventory management to the next level with our user-friendly software that allows you to see real inventory costs, sales trends, trajectories for growth, and more. SalesPad not only tracks your inventory — it manages inventory. No more surprise stockouts, and no more item hunting. See your inventory in real time and plan for future demand. SalesPad’s features keep you on top of your inventory with enterprise-level management capabilities.
Make your products work for you.
Maximize profits with these powerful features.
TOTAL INVENTORY VISIBILITY
Stop playing hide and seek with your inventory. With straightforward and easy search and look-up, you’ll always know what you have on hand and where it’s located.
INVENTORY COSTS AT YOUR FINGERTIPS
Using LIFO or FIFO valuations methods, SalesPad Desktop shows you the full cost stack of an item. Stop guesstimating with your business, and see your real profits.
MULTIPLE LOCATIONS AND BINS? NO PROBLEM
Easily support multiple locations and large warehouses. Create and receive transfers between locations and warehouses, all while keeping your inventory under control.
USE CUSTOM PRICING TO SELL MORE
Set up promotions, customer-specific discounts, and more with custom pricing. SalesPad makes it easy to customize pricing based on a set of parameters that you determine.
NEVER OVERSELL OR OVER ALLOCATE AGAIN
SalesPad Desktop doesn’t allow for negative inventory. Use reorder points to auto-generate purchase orders whenever a product starts to run low.
USE KITS, BUNDLES, AND ASSEMBLIES
Sell items you want grouped together with any amount of kit or bundle configurations. SalesPad Desktop also allows for items to be grouped as an assembly.
BARCODING LIKE YOU’VE ALWAYS IMAGINED
With DataCollection, our barcoding app, perform all essential inventory transactions in your warehouse while SalesPad Desktop is automatically updated in the background.
SELL TO EVERYONE WITH INTEGRATED EDI
Inventory management relies on a healthy sales environment. With SalesPad, eliminate manual entry of purchase orders, sales, notices, and invoices with trading partners through our integrated EDI.
BUSINESS INTELLIGENCE
Significantly improve your ability to analyze and report financial data by delivering vital business information to everyone in your organization.
Whether it’s a simple Sales Analysis by Region
or Sales Performance
or a combined multi-dimensional sales analysis,
information is at your fingertips so that you measure the pulse of your organization in real time and take immediate actions.
SalesPad gives you instant access to information by allowing you to visualize your corporate performance metrics in a variety of shapes and models, including conditional formatting,
multi-panes,
geo point maps,
geo bubble maps,
geo pie maps,
simple grids,
and many more.
MANUFACTURING
Manufacture more for less.
Opt out of stress in your made-to-order product manufacturing. Configuring, assembling, and selling a customized product doesn’t have to be an overly complicated ordeal. With SalesPad, manufacturing is an intuitive process that makes light work of creating made-to-order products in a timely fashion. Whether you are looking for a powerful way to configure made-to-order products or you’re searching for a system that makes it easy to update components, attributes, and more, Manufacturing in SalesPad is right for you. You might even call it… the BOM.
Increase efficiency, quality, and margins.
It’s made-to-order piece of mind.
EASILY CONFIGURE MADE- TO-ORDER PRODUCTS
Gone are the days of seemingly endless hours spent setting up individual configurations for made-to-order products. SalesPad’s solution makes configuration a piece of cake.
SIMPLE SO-TO-MO LINKING, AND VICE VERSA
No more viewing the sales order, taking notes, then scrambling to find the related manufacturing order. Simply click the link to jump from one to the other.
ISSUE SILENT MANUFACTURING ORDERS
By incorporating sales order workflows into your manufacturing process, manufacturing orders can be generated “silently” in the background. No extra clicks on your end.
INTUITIVE BOM, MO, AND ROUTE ENTRY
With manufacturing from SalesPad, creating bills of materials, MOs, and customized manufacturing routes is an intuitive process that simplifies your workday.
TRACK AND VIEW REVISION HISTORY
Root out any problems with manufacturing configurations by viewing a configuration’s or manufacturing BOM’s revision history. Revision histories are automatically saved.
MASS UPDATING AT YOUR FINGERTIPS
No more opening multiple entries to make the same changes one by one. Apply mass updates to manufacturing BOMs and BOM lines, routes, and route sequences.
CREATE INTERDEPENDENT RESTRICTIONS
Interdependent restrictions allow for highly customized rules governing which options are available when. For instance, limit the color blue to only gallon-sized coolers.
CONDITIONAL ROUTE LINKING
Sometimes a customized product can’t be pinned down to just one manufacturing route. Conditional route linking allows you to build in options to get the job done right.
MOBILE
Your business everywhere, from anywhere.
We’re living in an untethered world, and SalesPad Mobile gives SalesPad users the capability to manage customers, inventory, and sales documents from the convenience of their iPhone, iPad, or Android mobile device. Whether traveling, on-site, or away from your workspace, SalesPad Mobile enables you to stay connected to your business. Keep your out-of-office users connected to company operations by giving them the power of SalesPad in their pocket. SalesPad Mobile also offers interaction tracking, routing, and signature capture features.
Your customers expect a lot from you.
Make a great impression, every time.
MANAGE SALES DOCUMENTS FROM ANYWHERE
Create and edit quotes, orders, invoices, and returns while away from your desk. Don’t let road trips or client visits slow you down in the slightest. Keep those sales documents moving right along with you.
VIEW CUSTOMERS AND INVENTORY
Got a question about a customer or an inventory item? Gone are the days of jotting down a note to check when you get back to your desk; you’ve got all the information right at your fingertips.
BROWSE INVENTORY ITEMS CATALOG-STYLE
View item images while browsing your inventory, and quickly find location and quantity information. The image-based inventory presentation makes locating what you’re looking for easier than ever.
SIGN DOCUMENTS ON YOUR MOBILE DEVICE
No need to scan in separate documents, bother with printing while on-the-go, or for any sort of hassle whatsoever. Customers can sign documents on your mobile device using their finger or a compatible stylus.
TAKE ADVANTAGE OF BLUETOOTH COMPATIBILITY
SalesPad Mobile pairs with wedge scanners, receipt printers, EMV devices, and more to further enhance your mobile experience.
TAKE PAYMENTS WITH YOUR MOBILE DEVICE
SalesPad Mobile allows you to securely accept payments using your mobile device. The PayFabric integration makes accepting payments from customers simple and secure.
STAY PRODUCTIVE WITH OFFLINE MODE
Leaving the Internet behind for a little while? No need to leave your work behind too. SalesPad Mobile’s offline mode allows you to continue conducting most of your business while off the grid.
REST EASY WITH THE INTUITIVE USER INTERFACE
Easy to navigate and understand, SalesPad Mobile is designed to be a seamless way for you to stay in touch with your business, no matter where you are.
ORDER PROCESSING
Minimize clicks. Maximize order efficiency.
SalesPad takes what is potentially a click-heavy, time consuming process and transforms it into a paperless, streamlined operation that reduces the amount of time it takes to process an order. With our intuitive order processing, get rid of unnecessary clicks, and, through customizable automated workflows, lower the potential for errors. No more unwieldy stacks of coffee-stained paper for you.
Do it all with best-in-class order processing.
We’ve got all the bells and whistles.
EASY ORDER ENTRY MEANS LESS STRESS
Keep it simple, smarty. SalesPad’s order entry process is straightforward and intuitive. All the information you need is available in searchable fields and/or dropdowns.
CREATE ORDERS STRAIGHT FROM A CUSTOMER CARD
Customer information, like billing and shipping addresses and payment terms, is pre-filled when you enter a new order — eliminating needless re-entry.
SAVE TIME WITH SALES BATCH PROCESSING
Why do something 500 times when you can do it just once? Sales batch processing lets you perform an action on all documents within any given workflow batch.
SALES LINE MASS UPDATES KEEP EVERYTHING CONSISTENT
With the sales line mass update feature, you can easily find all sales lines that need to be updated in all of your sales documents.
TIE YOUR SALES ORDER TO A PURCHASE ORDER
Sales order processing to purchase order processing links (SOP to POP links) ensure that you’re able to complete the sales order on time.
STAYED TUNED IN WITH THE SALES MONITOR
Quickly see and analyze how many documents (and their dollar amount) are sitting in each stage of your operations, from pending orders to documents that still need fulfillment.
SELL MORE WITH COUNTER SALES
Counter Sales is an easy, reliable way to sell goods to customers who visit your physical location. Sell to established customers or to walk-in customers with only a few clicks.
KEEP TABS ON DOCUMENTS USING AUDIT TRAILS
If you’ve ever got a question about what happened to a sales document when, just open the Audit tab on the document for a detailed account of all activity.
PAYMENT PROCESSING
Confidently accept secure credit card payments and more.
SalesPad processes credit card payments through PayFabric, a cloud-based payment acceptance platform and storage hub created and maintained by SalesPad partner Nodus Technologies, Inc. Designed with an innovative and secure storage algorithm and validated with Payment Card Industry Data Security Standards (PCI-DSS), payments through SalesPad alleviate many major challenges of PCI compliance by storing transaction data in the cloud and away from local environments. PayFabric acts as the link between payments, gateways, and your SalesPad business. It’s not a separate way to accept payments — it’s the tool that allows you to stay within SalesPad when it’s time to run a credit card transaction.
Payments with SalesPad pack a wallop.
We bring the brawn, you bring the brains.
BUILT DIRECTLY INTO YOUR ERP SYSTEM
No need to switch to a different software to accept payment from a customer or dedicate resources to maintaining a separate payments solution.
KEEP UP TO DATE WITH EMV SUPPORT
Reassure your customers, and yourself, that you’re on the cutting edge of secure credit card transactions by offering EMV processing through the supported PAX S300 and D12 devices.
SIMPLIFIED PCI COMPLIANCE
Minimize your risk and liability by removing sensitive payment information from your company’s computer systems. Prevent unauthorized access to data through encryption and tokenization.
SECURE YOUR DATA IN THE CLOUD
Reduce liabilities by moving the point of entry, storage, and transmission of credit card information and other sensitive data to a secured cloud environment.
ACCEPT PAYMENTS ANYWHERE
SalesPad’s payment process integrates with SalesPad Desktop, SalesPad Mobile, and SalesPad Cloud, so no matter where you are, you always have access to your secure credit card processing system.
STAY ORGANIZED WITH CUSTOMER WALLETS
Never enter the same credit card information twice — plus, store multiple customer credit cards in one location using SalesPad’s Customer Wallets feature.
USE MULTIPLE GATEWAYS
Enjoy the freedom that comes with multiple available payment gateways. Use a non-expiring, universal token to connect, and eliminate the need for different certifications.
REDUCE FEES WITH LEVEL 3 PROCESSING
Reduce your card processing fees and save money when qualifying for Level 3 processing. Decreased rates and DSO (Days Sales Outstanding) mean lower costs for you.
PURCHASING
Trade confusion for confidence with purchasing through SalesPad.
Running out of inventory due to poor restocking practices produces a special sort of agony and comes with a whole slew of consequences. Purchasing can be a daunting, overwhelming task for many companies. Run out of stock and you lose out on sales. Carry too much and your cash is tied up. However, with SalesPad’s purchasing options, including a powerful Purchasing Advisor that automates the purchasing process, purchasing becomes the stress-free, manageable element of your workday that you want it to be.
Balance stock. Increase margins.
Never run out or carry too much again.
QUICKLY FIND THE VENDOR YOU’RE AFTER
Search for vendors just like you search for customers in SalesPad, and view associated contacts, notes, item history, and linked purchase orders.
USE THE PURCHASE ADVISOR TO SAVE TIME
The Purchase Advisor makes short work of identifying and creating necessary purchase orders. It’s your new best friend.
LEAVE THE GUESSWORK OUT OF SALES DEMAND
We like numbers, especially when they can be used to calculate out your sales demand to help with your purchasing decisions.
PURCHASE BY LOCATION
If Warehouse A needs a different restocking strategy than Warehouse B, simply create location-specific purchase plans, or purchase orders, for each.
STANDARD OR DROP SHIP, TAKE YOUR PICK
SalesPad supports both standard shipping and drop shipping, and streamlines the process for both, eliminating hassle on your end.
DESIGN AND EMAIL PURCHASE ORDERS
Don’t like the look of our default purchase order layout? Change it. Easily (we don’t mind). Then email your purchase order out to whoever needs a copy.
EASY ACCESS TO LINKED RECEIPTS
Purchasing and receiving go hand-in-hand. SalesPad makes accessing receipts and their associated purchase orders simple.
QUICKLY ACCESS A BACKORDER REPORT
Don’t let your backorders get out of hand. SalesPad has a backordered items report built right in for instant visibility into the product you’re waiting on.
SHIPPING
Take the headaches out of shipment management.
If you’re looking for a way to increase accuracy and efficiency in your shipping operations, monitor and manage sales orders, ship products quickly and reliably, and more, well, you’ve come to the right place. Shipping with SalesPad is a cinch. After shipping with your preferred carrier, shipping information, freight amounts, and tracking information are automatically written to the appropriate fields in the sales documents. Orders are then forwarded in workflow and managed through the invoicing process, and tracking information and/or ASNs can automatically be sent to the customer through email or EDI. With SalesPad’s Shipment Monitor, you always have visibility into both orders that are ready to ship and orders that have left your facility.
Chart a clear path for your outgoing inventory.
Ship’s ahoy!
FULLY INTEGRATED SHIPPING
No need to integrate to middleware programs like UPS WorldShip or FedEx Ship Manager. Through ShipCenter, SalesPad communicates directly with the shipping carrier, making it a true all-in-one shipping solution.
RATE QUOTING AND COMPARISON
Pull in quotes from supported LTL carriers to select from price and speed options for their shipments. Your CSRs can then quote rates directly to the customer and work to choose the carrier that’s best for them.
SIMPLIFIED PACKAGE SETUP
Create custom packages to add to your shipments, then reuse your templates to make packaging even easier going forward. Track package dimensions, weight, and more with just a few clicks.
CHOOSE FROM A LONG LIST OF CARRIERS
Select multiple carriers from SalesPad’s long list of supported carriers. Set them up in your company’s system once (and easily edit them later if need be), then make like a mobster and forget about it.
EASILY CONNECT SCALES TO WEIGH PACKAGES
Use USB scales to quickly weigh your packages. Via ShipCenter, SalesPad automatically detects several major USB scales, but any USB scale which uses USB HID POS protocol can be configured for use.
AUTOMATIC PRINTING OF SHIPPING DOCUMENTS
Print labels and other documents (either by themselves or in a batch) straight from your shipping screen, or automatically via workflow. SalesPad can print to any printer that Windows recognizes, so there’s no need to switch softwares when it’s time to print.
POWERFUL WORKFLOW CAPABILITIES
When paired with SalesPad, ShipCenter uses powerful workflows to keep an order moving through the system quickly and accurately every single time. Eliminate manual checks with a customized workflow.
ONE LICENSE FOR YOUR WHOLE TEAM
ShipCenter comes with a site license. No need to purchase additional seats for every customer service rep that needs to quote shipping rates to your customers. Take full advantage of all SalesPad has to offer by expanding your user base.
WAREHOUSE MANAGEMENT
Take full control of your warehouse.
If a chaotic warehouse has you wanting to just walk away from it all and head for the Caribbean, it’s time to take a look at the warehouse management capabilities of SalesPad. Operating on a iOS or Windows Mobile device equipped with a scanner, warehouse management allows you to perform all essential inventory transactions while is automatically updated in the background. As a result, orders go out the door correctly, inventory is accurate, and your operations are always fully synced. Job well done. You’ve got time for that sunny vacation after all.
Warehouse management with efficiency.
ENJOY THE FREEDOM OF COMPLETE MOBILITY
DataCollection, SalesPad’s mobile warehouse management app, enables you and your employees to execute daily inventory transactions with complete mobility by utilizing an iOS or Windows Mobile device.
KEEP TABS ON YOUR INVENTORY ITEMS
Quickly search items and retrieve item details such as inventory levels, availability, allocations, restrictions, and much more with a simple but intuitive inventory lookup screen.
PRINT WHAT YOU NEED, WHEN YOU NEED IT
Create customized labels, receiving paperwork, and a bulk pick ticket in minutes, then order a print from your device. No more running back and forth from your desk.
CONDUCT BIN AND SITE TRANSFERS
Transfer merchandise to different bins within your site, or to different locations in your company, with just a few taps. Never lose track of your inventory again.
RECEIVE PURCHASE ORDERS IMMEDIATELY
Receiving against a purchase order is the fastest and most precise way of receiving merchandise. SalesPad makes this process simple and painless.
GET MORE WITH THE EXTENDED WAREHOUSE MODULE
Turn on additional features like bin replenishment suggestions, safety stock and reserve inventory, and prioritized item allocation by customer.
MANAGE ITEMS’ SERIAL AND LOT ATTRIBUTES
See and edit manufactured-on dates, expiration dates, and other characteristics for all of your serial- or lot-tracked inventory items in your system.
PICK AND PACK SALES ORDERS WITH EASE
Warehouse management the SalesPad way simplifies order fulfillment, picking, and packing, ensuring that you are able to ship your products quickly and accurately every time.
WEB PORTAL
Bring SalesPad online with WebPortal.
It’s time to fully embrace the power of the world wide web. SalesPad’s WebPortal is a B2B sales portal where your customers can order product for themselves. Customers can make purchases, employees can put in requests for additional inventory to be delivered to their location, and your company can do more business. Users in your company can create, view, update, or delete customers, sales documents, inventory, and more, and specific permissions can be assigned to each user to ensure that each employee is only able to make appropriate changes to your company data.
Expand sales and reach new customers.
Chart a path for growth.
ALLOW YOUR CUSTOMERS TO SHOP ONLINE
Take advantage of all the benefits an online store can bring to your organization with the SalesPad WebPortal. Save your CSRs time by letting your B2B customers take the wheel.
SIMPLE ORDER ENTRY FOR EXTERNAL USERS
The “stepper” function of WebPortal, with its handy dropdown menus and intuitive interface, makes order entry for external users as easy as just a few clicks.
SET UP CUSTOM PRICING FOR ITEMS
Give your loyal customers a discount, or create incentives for customers to purchase more, with special pricing that you can set up within the SalesPad WebPortal.
CONTROL WHO HAS ACCESS TO WHAT
Run the tightest of ships with powerful licensing and securities controls. Grant specific employees specific permissions, and update those at any time.
NO THIRD PARTY REQUIRED
Keep it all in the SalesPad family, and skip the aggravating complexities that come with bringing a third party into the mix. SalesPad WebPortal has what you need.
SEE INVENTORY LEVELS IN REAL TIME
Never worry about whether or not you’re running low on stock at a certain location. Inventory levels are updated in real time, so you never have to wonder what’s in stock and what isn’t.
PAIR WITH THE SALESPAD API FOR EVEN MORE
SalesPad WebPortal, when partnered with the SalesPad API, packs a wallop. Get in there and dig around – seeing what our customers do with our products is exciting.
SET UP AN INHERENT INTEGRATION
It couldn’t be easier to hook your SalesPad WebPortal store to your SalesPad company, or to keep data between the two consistent. They were made for each other.
ERP IMPLEMENTATION
You have decided to acquire an ERP. Your reasons are obvious to you. You are planning for growth and you feel constrained by the lack of visibility into your processes.
There is something however, that is bothering you. You hear all these stories about ERP implementations gone wrong. There are even documented stories about some large organizations who have spent hundreds of millions of dollars and have ended up stopping their ERP projects.
It is frightening !
Even when ERP projects are not axed, you still hear horrific statistics. More than 80% of ERP projects overrun their budgets.
You are right to be concerned.
An ERP project can stretch your energy, resources, people and cash.
We know about this.
However, we also know how to avoid the pitfalls and focus on what matters. That is why when you talk to us about implementing your ERP you will hear something different.
We call it the Computel approach.
Our consultants have started their careers while they were in your shoes. They want to keep you as a partner for life and they know how to protect your investment. You will find our implementation plans favor the granular approach, the trickle method, agile methodologies and the do-it-at-the–customer’s-pace strategy.
ERP TRAINING
Let us be upfront about it. We do not believe in training. Structured training that is. Because it is like standard education. By the time the class is finished, students have retained a small percentage of what was taught.
We favor on the job training. Training that makes your people remember what they needed to do and how it was done. We have experience to prove it. Just talk to our customers.
Do not take us wrong. We have given many structured training courses. With some topics, this is unavoidable. However, no two customers have the same needs. You will find that the training plans that we will do for you accommodate exactly what you need, when you need it and at the pace that fits your environment.
Can your ERP do this?
Great organizations succeed, grow, and beat their competition because they can do a large number of small things. Things that matter to their customers and that are easy to do by their employees.
Wouldn’t it be nice to reward some of your best customers with a small gesture like one or more Gift Certificates issued at an anniversary or other memorable date? Wouldn’t it be nice if your ERP allowed your users to quickly issue the Gift Certificates and automatically track the customers they were issued to, their redemption history and their residual values?
This is one of the many ways SalesPad helps transform your organization into a market leading enterprise, an enterprise that thrills its customers and its employees.
To find out all the other ways that SalesPad will make a difference to your organization, call your Computel Sales Rep and ask to be thrilled by a demo specifically tailored to your business.
Can your ERP do this?
Great organizations succeed, grow, and beat their competition because they are able to minimize waste within their processes. Waiting waste, resource waste, untapped information waste, missed opportunity to better serve the customer, etc.
The more waste you eliminate the closer you get to a world class organization.
The market rewards world class organizations.
Imagine all the opportunities that exist in your daily customer-serving processes that are waiting for something intelligent to be done:
- Sales documents that are ready to be fulfilled but are not
- Sales documents that are sitting for ages in one or more queues and nobody bothered to look
- Sales documents that were ready to be printed and emailed to the customer but were not
- Purchase Orders that could have been generated and emailed to the supplier the moment the shortage first occurred, but have not
- We are sure you can think of hundreds of other cases of ‘Unattended Waste’ in your daily operations
SalesPad will automatically do all of that for you with no manual intervention. Imagine how closer you can get to a world class organization.
This is one of the many ways SalesPad helps transform your organization into a market leading enterprise, an enterprise that thrills its customers and its employees.
To find out all the other ways that SalesPad will make a difference to your organization, call your Computel Sales Rep and ask to be thrilled by a demo specifically tailored to your business.
Does your ERP force you to live with this?
Great organizations succeed, grow, and beat their competition because they are able to minimize waste within their processes, and serve their customers faster.
If your salespeople are on the road, so must be your ERP. Time is too precious to be wasted waiting for the truck to come back, for the customer signature to come back on a manual form, for the payment to be reentered after it has been made, for accounting staff to record transactions that have already occurred.
An efficient organization is one that functions in real-time, as events occur. The more waste you eliminate the closer you get to a world class organization.
The market rewards world class organizations.
Imagine your organization functioning in real time.
Imagine how thrilled your customers will be when they are made an intrinsic part of a real time sales and service organization.
SalesPad will automatically do all of that for your organization, your customers and your employees. Imagine how closer you can get to a world-class organization.
This is one of the many ways SalesPad helps transform your organization into a market leading enterprise, an enterprise that thrills its customers and its employees.
To find out all the other ways that SalesPad will make a difference to your organization, call your Computel Sales Rep and ask to be thrilled by a demo specifically tailored to your business.
Does your ERP force you to live with this?
Great organizations succeed, grow, and beat their competition because they are able to minimize waste within their processes, and serve their customers faster.
If you are a ‘Make to Order’ organization, do you populate 20,000 options in your item master for all possible combinations?. Do you enter non-inventory items & then work with engineering to configure the products?
An efficient organization is one that functions in real-time, as customer decisions happen. The more waste you eliminate the closer you get to a world class organization.
The market rewards world-class organizations.
Imagine your enterprise functioning in real time with the products your customers need literally created, configured and send to the manufacturing floor as your sales rep is taking customer orders.
Imagine how thrilled your customers will be when they are made an intrinsic part of a real time product-configuration and fulfillment organization.
SalesPad will automatically do all of that for your organization, your customers and your employees. Imagine how closer you can get to a world-class organization.
This is one of the many ways SalesPad helps transform your organization into a market leading enterprise, an enterprise that thrills its customers and its employees.
To find out all the other ways that SalesPad will make a difference to your organization, call your Computel Sales Rep and ask to be thrilled by a demo specifically tailored to your business.
Does your ERP force you to live with this ?
Great organizations succeed, grow, and beat their competition because they are able to minimize waste within their processes, and serve their customers faster.
eCommerce web stores are great for capturing your customers’ orders (and loyalty) but they can become a hindrance if your ERP is kept outside the loop.
An efficient organization is one that functions in as close in real-time as customer decisions happen. The more waste you eliminate the closer you get to a world class organization.
The market rewards world-class organizations.
Imagine your enterprise functioning completely in 2-way sync between your web store and your ERP. As orders are entered by customers, the ERP triggers all subsequent actions to process the orders and provide fast feedback into the web store.
Imagine how thrilled your customers will be when they are made an intrinsic part of a real time sales fulfillment organization.
SalesPad will automatically do all of that for your organization, your customers and your employees. Imagine how closer you can get to a world-class organization.
This is one of the many ways SalesPad helps transform your organization into a market leading enterprise, an enterprise that thrills its customers and its employees.
To find out all the other ways that SalesPad will make a difference to your organization, call your Computel Sales Rep and ask to be thrilled by a demo specifically tailored to your business.
Does your ERP give your sales reps intelligence at a glance?ce?
Great organizations succeed, grow, and beat their competition because they are able to respond fast to their customers.
Your sales reps are your best champions. The quicker they can get to relevant information, the more they can thrill your customers.
An efficient organization is one where sales reps make the customer feel in good hands. Customers trust the sales rep who ‘remembers’ their profile extremely well, the products they bought, the prices they paid, the discounts they got, the dates they bought, the open orders they have and the last interactions they had with the company.
Customers’ trust is the best reward for world-class organizations.
Imagine how much trust your sales reps will instill into your customers if all of this information is instantaneously available at a glance.
SalesPad will make this a reality for your organization, your customers and your employees.
This is one of the many ways SalesPad helps transform your organization into a market leading enterprise, an enterprise that thrills its customers and its employees.
To find out all the other ways that SalesPad will make a difference to your organization, call your Computel Sales Rep and ask to be thrilled by a demo specifically tailored to your business.
