The Sales and Marketing application is fully integrated with the Order Entry and Billing system. This design provides a cohesive tool for your organization, integrating customers, sales, district, division, region and national reporting levels. Multiple sales forecasts may be defined to support finance, production, sales, etc., in either fixed or rolling formats. All reports can be run in any unit of measure.

Our tool also allows you to process and track chargebacks, and SPA's, recording and tracking distributor charges such as advertising, depletion expense, tastings, etc. The solution also allows tracking of distributor bill back versus company approved credits.

Sales reporting is available in units, gallons, liters, 9 liter, and all other user-defined measures.

Sales Budget Modeling

Our system allows you to build and modify sales forecasts using prior years’ history. Models are built from the customer level through total company following your hierarchy of division, region, state, etc. The system allows you to modify any level, and the tool will recalculate the plan. Final forecasts can be used to generate and post budget entries to the General Ledger.

Product Allocations

The Product Allocations component provides a method of allocating both products and point-of-sale materials by either state and/or customer. The point-of-sale component automatically generates salesman status and point-of-sale order forms. Allocations may be checked during Order Entry with user defined actions of HOLD the order, REJECT the order, or ACCEPT the order with warning.

Allocation of product for a vintage to states, regions, customers, etc. Allocation checking during order entry.

Accounts Receivable

Our Accounts Receivable application is an exceptional tool for the administration of your most critical requirement: revenue. Our system is more than just a vehicle for the preparation of statements and application of cash. It goes well beyond these functions to the management of credit control and customer payment history evaluation. This system is fully integrated with our Order Entry and Billing modules. There are no hard closes. You can run agings or statements for any period. The System supports generation of late charges which can be applied to account or simply reported on statements. Telephone call management and collection follow-up are integrated into the system. Generation of dunning letters is accomplished by choosing from several appropriate letter texts available from the system. Lock box remittance processing is supported. The System provides user-defined tracking of account types, multiple transaction types (distributor bill backs, customer charge backs, etc.).