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Customer Relationship Management (CRM) and Sales Management

Customer/ Prospect Management

  • Track customer service requests

  • Prospect management s
  • Opportunity tracking
  • Multiple contacts per customer
  • Track marketing campaigns

Quotations

  • Quote analysis

  • Track prospects

  • Print or email quotes

  • Turn quote into sales order
  • Rules-based configuration

Order Entry

  • Multiple pricing schemes

  • Contract pricing

  • Create work orders from sales orders

  • Inventory status

  • Time and material billing

  • Down payment tracking/progress billing

  • Credit checking

  • Open Order & Back Log Reports

  • Integration with credit card systems

Shipping

  • Multiple shipment selection methods

  • Over/under shipping of orders

  • Shipment tracking integrated with GS BusinessWeb™

  • Shipment history

  • Track shipment schedules

  • On-time shipping reports

  • Integration with popular shipping programs (UPS, Federal Express, etc.)

Invoicing/Order History

  • Multiple invoicing methods

  • Integrated with A/R

  • Sales distribution

  • Track warranty info

  • Profitability reporting

Product Configurator

  • Quotation/Order Entry Configurator

  • Rules Based Configurator

  • Calculates prices

  • Generates part numbers, BOMs, and routings

  • Configuration history
 
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"Global Shop Solution's ERP software, especially the GSS Configurator, has played a vital role in the success of our company's ability to compete in the competitive market of handcrafted solid hardwood dining room furniture. The flexibility of the GSS Configurator allows us to provide hundreds of thousands of configurations and options to our furniture line. This gives the consumer tremendous flexibility in choosing a design of furniture that fits their lifestyle. The GSS Configurator automates many processes: part numbering, part description, pricing, shop floor routing, inventory, labor standards, labor scheduling. This has been a tremendous tool in our organization on the journey toward Lean Manufacturing. It helped us reduce inventory and use just in time inventory control. It helped us reduce our lead times and WIP. Our company revolves around the GSS Configurator. The GSS Configurator is key to the flexibility needed in today's competitive environment."

James Martin
Martin’s Wood Products