Visual Windows-style buttons, point-click and pull-down menus.
Tremendously assist sales staff. (No need to memorize text commands and navigation.)
Rapid and efficient training.
OrderSavant has been designed to bring Inside, Outside and
Counter Sales quickly up to speed. Typical training of how
to properly enter Quotes and convert quotes into sales orders
is about one hour. Ideal for new staffing.
Scaleable.
Begin using OrderSavant with a single user, then expand as needed.
Maintain your current ERP / legacy system.
No need to invest additional capital expenditures to replace existing business systems.
Cut, Copy, & Paste functionality.
Items, quantities, UPC’s, and customer information can
be shared between different Windows/MS Office applications.
Import / Export quotes, pricing, and customer information.
Save employees time to focus on more important tasks such as selling.
Part Number and Account Linking.
Bring up information on part numbers such as notes, cross-references,
and/or special instructions.
Fax quotes.
Directly fax quotes and orders without having to first print.
E-mail quotes.
Export to PDF to e-mail quote.
Send quotes to interoffice.
Send a link to a quote with an attached message to purchasing, accounting,
or other sales associates from a point-and-click / pull-down list.
Work on multiple open quotes.
Minimize open/active quotes at the bottom of your screen for quick access.
Inventory and Customer Search Engine.
Facilitate finding customers and items without having to memorize
account numbers or item numbers.
Easy cost, sell, price, and margin adjusting/manipulations.
Enable sales staff to easily modify pricing or margin on every item or on
the entire order at once. (With security clearance.)
Instant Refresh.
Selectively update a quote’s prices from the business system on
old quotes as requested or after a certain time frame (such as 30 days).
Modification Reporting.
Capture any price, cost, margin variation for review Conversion Warnings.
Set up warning for low margin, high margin, single quantities…
Save As Feature.
Copy quotes or orders to new quote / order.
Custom Footers.
Company and user footers automatically appear on all printed quotes and orders.
Custom Comments.
Company and user comments pick lists that allow comments to be attached to the order.
Quote reminders.
Inbox to remind you to deal with unconverted quote.
Wire Bundles.
Ability to see wire cuts.
Reporting Engine.
Daily Reports via e-mail (Salesperson, Large Orders, etc.).
Reports on Demand.
Create/view/export reports generated from a pull-down list.
Enhanced Tracking Tools.
Tracks lost sales and report on lost reason codes. Ideal for generating addition
sales/revenue. May also help determine items to stock.
Savance Help Desk.
Support engine built into program that can be configured
to directly e-mail developers and/or onsite tech support staff.
User configuration.
Next part, next quantity, auto search/correct, password…
Import Wizard (stand-alone version).
Import existing inventory and accounts Inventory Manager (stand-alone version).
Manage stock points and inventory items.
Pull downs quick-selects.
Most entries are configurable lists for quick user selection.
Category and Department Hierarchy.
Save and manage quotes and orders by category or departments
such as Power, Lighting, Industrial, Construction…
Contact Manager.
Provides ability to easily select among many contacts per customer or account.
Each contact will display their unique phone & Fax numbers, titles and notes.
Ideal for mailing/marketing and Sales Management.
Warning Manager.
Prior to printing/order processing, the Warning Manager will display warning messages
regarding configurable values, processes and variances above or below preset parameters.
Pager or E-mail Notification.
Alert outside sales upon an action (order or quote activity
such as when a large quote is faxed, an order received, etc.)
Inside sales alarming.
Reminders to schedule order events such as complete quote,
check order status, follow-up with quote.
