WiMS Sales Management enables your winery staff to have access and control over every aspect of inventory and sales management. Where other products fall short, the Orion Sales Management application is far-reaching and thorough. This is a comprehensive application that not only captures all sales but also incorporates order processing, case goods inventory, sales reporting and accounts receivable. As with all Orion products, Sales Management can either be standalone application or integrated with other Orion programs.
Case Goods Inventory
Your winery can keep track of multiple bonded wineries or warehouse locations, volumes in gallons or liters, inventory stated in cases and bottles, inventory by lot (bottling date), full transaction history, extensive stock status and activity reporting, and compliance reporting.
Get up close and personal with every aspect of your wine sales. This feature will share with you unlimited sales history and reports; fast and easy online inquiry; additional reporting tools for sales analysis; complete allocation history managed by product, customer and sales rep; monthly depletion and inventory by customer, product and year; two sets of forecasts/goals by customer, product and year; report forecast vs. actual sales and depletions; and profit analysis.
Wine may be your passion, but trying to keep an accurate account of the finances may not. This feature does the heavy lifting with extensive on-line inquiries, credit limits by customer, flexible terms by customer, user-defined customer account types, open item accounts receivables, detailed or summary aging report, customer statements and late charges, and a general ledger accounting interface.
The Email Distribution (ED) System provides improvements in communications with your customers and sales force, as well as great labor and cost savings for your staff. ED will generate automated emails of key documents (in PDF form) to the exact appropriate audience and with the right words. You will be able to send Order Confirmations to the Purchasing departments of your distributor customers; Invoices and statements to the AP departments; credits to the AR departments. You can also set up your salespeople or others in your staff to receive these emails. For each type of recipient you create the standard text of the email. By scheduling when the emails occur, you can send by sending emails at any appropriate time for your company (several times a day, once a day, etc.). The savings in postage alone could make this service pay for itself. More importantly you will keep your customers and sales staff in synch with your operation.