zeckoSales

Sales Order Processsing and Management Solution

zeckoSales is a powerful and advanced sales order processing and management solution. It provides advanced tools and features to initiate and process sales orders and quotes, as well as manage and control your sales order process and related activities. 

zeckoSales provides enhanced capabilities for businesses in the make-to-order production and assembly industry, enabling strong controls for production, on-the-fly costing and pricing of sales orders, dashboard style reporting and monitoring, and many other unique features. With its upcoming integration to Act! By Sage, it will also include built-in CRM capabilities so you have all of the key sales and customer information at your fingertips during the sales process.

• Support for Multiple BV companies: In some complex scenarios, multiple companies exist within one operating venture, where each company is set up as a separate legal entity, each with their own incorporation status. ZeckoSales supports these complex business structures, by consolidating, in effect, the Sage BusinessVision company database of each company and each company’s corresponding UDC database.
• Intercompany Transactions: Support for inter-company transactions provides an effective and automated way of creating sales orders for transactions that involved related companies. This highly effective solution saves enormous time and avoids the tedious and expensive task of having to record these inter-company transactions manually.
• Sales Order Controls: zeckoSales has the ability to support your specific sales order processing requirements, ensuring your customer sales reps prepare and process sales orders according to your internal policies and practices.
• Alerts and Notifications: Alerts and notifications provide an effective and immediate means of communicating with the user, providing instant notification of certain events and business rules.
• Support for Business Rules:  Support for your particular business rules is one of the most powerful and unique features of zeckoSales. Every company has its own way of doing things, and controlling how employees manage those this is a constant and ongoing challenge in businesses today. We can configure zeckoSales to enforce your business rules and policies. 
• Support for Backorders: Ability to track and view backordered items on sales orders.
• Kits and BOM Details: Option to display components of a kit in the order screen in zeckoSales.
• Customer-Specific Products: Assign specific products to specific customers, so those products appear in the inventory lookup for that customer.
• Related Files Document Library [for Products and Customers]: Attach related files to a product or customer, so those documents can be viewed in zeckoSales, or even attached to a sales quote or order, and have that sent as an attachment in a email to the customer. Related files can include a variety of documents and files such as MSDS sheets, user manuals, specification sheets, customer price lists, etc.
• Lot Tracking: Ability to track lot numbers of component products (raw materials) used in the production and assembly of finished products.
• Serial Number Tracking: Ability to assign serial numbers of products at the time of sale.
• Advanced Searching Functions: Includes Search by Customer Part Number, Vendor Part Number.
• Documents and Forms: A variety of documents can be generated and printed within zeckoSales, including:
• Quote; Sales order confirmation. Advanced Ship Notice; Invoice; Packing slip; Production assembly sheets;
• Product Information Inserts; and Packaging labels.
• Document Routing: Ability to select the destination for sending documents, including email, specific printers, etc.
• Pricing Support: discounts on orders over a specific dollar threshold, etc.
• Ability to email quotes/orders.
• Documents and Forms: A variety of documents can be generated and printed within zeckoSales, including Pick list; Shipping labels.

Other Features

• Plug-in structure for shipping calculations
• Quantity breaks over a group of products
• Display/insert comment on sales order if a note is set up for a customer/product
• Ability to identify internal notes or comments on a sales order
• Contract Pricing and Management