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OrderStream Pro empowers authorized staff to manage your business operations via the Back Office, and includes the ability to offer your clients and customers a variety of online stores.
back office modules
- Accounts: manage your customers and prospects
- Orders: create and fulfill proposals and orders
- Purchase Orders: automatically generated on the basis of the orders you create
- Accounts Receivable: record customer payments
- Accounts Payable: vouch supplier invoices against your purchase orders
- Commissions: calculated automatically according to customizable formulae
- My Activity: a history of all your emails, reminders and status changes
- Catalog: define products for selection on online stores and / or Back Office orders
- Inventory: monitor levels in real time
- Reports: draw from the available library or request a customization
- Reminders: schedule tasks for specific accounts, orders or purchase orders and assign them to colleagues
- Suppliers: maintain a database of vendors, imprinters and / or warehouses
- Online Stores: create and configure the stores you offer to your customers
- AE Sites: create personalized versions of your web presence for individual salespeople
- Back Office Users: create new users, define their roles and customize their rights
back office features
- direct, real-time integration with QuickBooks® accounting software
- integration with OrderTrax²™ order communication tools
- optional credit card authorizations from PayPal's Payflow Link online payment gateway
- optional, automated sales taxes calculation and reporting from CorpSystem® Sales Tax Online
- multiple shipping methods, including live UPS estimates
- electronic transmission of purchase orders to XML-ready destinations
- multiple administrative roles with customizable rights
- ability to upload artwork images per customer account and per online store
- histories of all emails sent from the system
- ability to schedule workflow tasks and assign them to colleagues
- customer credit limits
- sophisticated commission formulae
- commission statements and dashboards available to salespeople
- multiple payment terms
online store features
- catalog, shopping cart and checkout
- optional credit card authorizations from PayPal's Payflow Link online payment gateway
- optional, automated sales taxes calculation and reporting from CorpSystem® Sales Tax Online
- multiple shipping methods, including live UPS estimates
- multiple shipping and billing contacts per customer account
- multiple sizes, colors, and decoration options
- multiple product images plus enlarged image
- multiple payment methods, including credit cards, corporate account, gift certificates, discount coupons and point redemption programs
- retail price vs. special price
- use of any domain name for your online store
- ability to upload custom artwork or select from pre-defined options
- multiple security options, including site password, restricted catalogs and restricted account registration
- drop shipped and / or inventoried merchandise
- optional "pending approval" status for orders and automatic notification emails
- confirmation emails
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