Order Management Software: for eCommerce, catalog and cross-channel companies

Order Management features beyond “best practice”

Rather than create a “me to” Order Management Software System like those of the pre-internet age, you will find The Profitability Software Suite to be refreshingly cross-channel complete: eCommerce, Catalog, Retail and Managed Account sales channels are all core design considerations from its inception.  Say “goodby” to managing 2, 3 or 4 channel specific product catalogs.  Eliminate re-entry of promotions, source codes and contract price levels into each system.  

Older order management software systems still require you to buy, interface and maintain mature 3rd party point solutions in order to complete their system.  As an opportunity to lower your costs and improve your efficiency, ProfitCenter has eliminated the need for mature 3rd party point solutions by licensing and integrating them or eliminating the need for them entirely.

B2B Sales Force Automation & Account Management

ProfitCenter Software is the only Order Management Software Solution to include B2B managed account assignment to sales representatives.

The system includes a roles based dashboard that guides sales activity and priorities.  The dashboard includes a call pad log for account activity notes with sales funnel reason codes and follow up date assignment.

You can load prospect files for efficient inquiry and cold call processing, analytics and scripting.  Streamlined quote creation, follow up automation and conversion to order.  Automated emails for quotes, order status and open account status changes.  The system includes tracking for sales funnel, commission, competitor pricing, tax certificates, etc.

Create contract pricing levels and/or unique pricing for bid periods.  Then assign extranet access for contract priced customers to shop on your web site(s).

A Sales Manager approval threshold can be created for automatic “hold” of quotes and orders discounted below authority.

Create quotas with automated tracking, reporting and incentive SPIFFs.

Available options:

• Integration capabilities to Telephone system provides for improved productivity and evaluation
• Address standardization expedites entry, minimizes duplicates and saves shipper fees
• Integration capabilities for 3rd party Lease / Credit Approval

Warehouse Management System

Fully automated cycle counting and physical inventory module using traditional methods and/or hand held wireless scanners.

You’ll see instant labor savings by using our fully automated warehouse management system for maximizing stock movement, replenishment and fulfillment efficiency.  Stock adjustment rules and limits are based on individual and roles based log-on authority.

System controls exist for receiving, product location, location capacities and stock movement based on FIFO, expiration date, lot number and serial number.

Order processing automates optimized order grouping and release to warehouse for cart pick, flow pick and integration capabilities to, pick to light, carousel pick, voice directed activities and combinations thereof using location, dimensions, weight and any special SKU handling requirements.

Multi-warehouse enabled for efficient order grouping based on destination, class of carrier service and inventory level, with override access.

Create special need locations, such as pre-pack / ship-alones, fast pick, quarantine, high value / risk, multi-rack / assembly on demand (AOD), made to order and re-work.

Receiving module facilitates efficient processing and directed or selected “put-away”.  Streamlined processing for returns, from RMA (return merchandise authorization) to RTV (return to vendor), including financial transaction and reason code reporting.

Picked orders can then be system assigned to the most efficient packing container.  Orders can be scan checked while packing to assure 100% pick accuracy, and to automate recording multi-box contents for tracking purposes.  ProfitCenter Software eliminates need for pre-printed packing slips and supports multi-brand creation “on the fly”.

Fully integrated shipping station can determine shipping costs at order entry or at the scale, and supports pre and post-pack rate shopping with electronic manifesting for:

Options Available

• International shipping: validates address, creates all international documents, electronic manifest and integrated for shipment status via carriers’ web site. (25 different destination carriers available)
• In-line automated weight scanning interface (eliminate ship station employee)
• Package diverter interface (eliminate manual diversion to proper carrier truck)
• Interface for 3rd party warehouse management solutions

Campaign Management

Industry’s most advanced system controlled cross-channel campaign tracking for:

• Print – catalogs, space ads, mailers, flyers, circulars, catalog requests, finder files, order collateral and web based SKU quick order forms
• Web – personalized product presentations, emails, affiliates, search engines (paid & natural), social media, shopping engines, portals, email signup requests, 3rd party resellers, suggested upsell items, originating URLs and web based SKU quick order forms
• Order Files – call centers, wholesale fulfillment for retailers, catalog requests, EDI, etc.

In a single cross-channel screen, apply campaigns to all system management sales channels: including eCommerce, call center and point of sale registers.  Create campaign segments, track profitability and lifetime value for each: house (e.g.: RFM), rental lists, newsletter lists, catalog requests, list coops, category and product affinity.

Automate complex campaign and promotion validation and application for loyalty points, $ off, % off, tiered breaks, BOGOs (buy one, get one), special shipping, membership offers, coupons, auto insert premiums, promotion stacking and start/stop timing windows.

Use campaign and promotion qualifiers, such as $ value, unit quantity, first time buyer, membership, customer class, category, manufacturer and # of days since customer last used a specific promotion.  Create and prioritize 3-levels of default promotions by customer class.

Contract pricing can be automated based on cost plus, % GM, % discount and fixed price, then assigned by sales associate, designated customer class or dynamic YTD sales.

Use our included data warehouse reports and/or create your own ad-hoc reports against our included real time, normalized, data warehouse.

Content Management

Our multi-channel SKU repository is designed to maintain all product content necessary to drive eCommerce, Catalog and Point of Sale channels (thus eliminating the need for data additions at channel specific SKU repositories).

Single vendor master maintaining all forms of electronic bi-directional order communications and SKU additions: such as product updates via file or ANSI X12 832 EDI Product Catalog, C-Net product content, EDI vendor stock availability and price changes, EDI stock replenishment purchasing, EDI drop ship fulfillment and the ProfitCenter Vendor Portal (web site for drop ship documents and status entries).

Create and maintain complex product permutations: styles, kits, variable kits configurations and merchandised assortments (Picture Groups).

Assign attributes for product comparisons, categories for web presentation, upsell suggestions, flags for special handling, components for assembly, weight & measurement for DIM calculations, prompts for personalization, substitutes and alternates.

Provide pre-mapped product files to the top 10 web shopping sites, Amazon, resellers and data aggregators.

Fully integrated purchasing and receiving, including replenishment stock purchase recommendations using multiple methods, based on velocity, PAR, JIT and our add-on module for advanced “demand based” forecasting.

Available Options

• Advanced “demand based” forecasting
• All EDI transactions and standards, for inbound orders, outbound orders and product catalog updates
• C-Net Product Catalog source interface for Information Technology, Consumer Electronics and Appliances/White Goods.
• Amazon interface

Accounting

Fully integrated standard accounting system managing AR, AP and GL activities with real time budget, tax and income reporting at the company, division, branch and department level.

Operate one or multiple companies within one instance of our Order Management Software Soution and one or multiple divisions per company, while accessing master or separate customer, product and inventory databases.

Automate placing orders “on hold” for review and action on one screen based on predefined tolerances you set, such as various fraud criteria, AR statuses and product or product category affinity.

Our Order Management Software includes a powerful AR dashboard that places focus on timed collection activities, such as courtesy calls, past due calls and follow up, including automated and manual email/fax/mail documents from within the collections screen.

Accept various forms of payment, including credit cards, gift cards, coupons, e-checks, electronic transfers, Pay Pal, Bill Me Later and 3rd party leasing/financing sources.

Receive web based credit requests, track reference results and assign credit levels with automated order hold based on pre-defined criteria for all 3 sales channels: eCommerce, Call Center and Point of Sale.

Maintain user access to modules, reports and financial transaction thresholds based on individual and/or roles based settings at system log-in.

Utilize our standard reports and/or create ad-hoc reports using the included real time, normalized, data warehouse.

Optional Modules

• Interface to 3rd party leasing and/or financing providers
• Automated tax forms for monthly, quarterly and annual requirements
• Send and/or receive EDI 810 invoices to/from customers, suppliers and drop shippers
• Interface for 3rd party accounting system

System Management

System setup and administration is performed from within our System Management module, such as creating new roles, assigning new employee access, defining screen privileges (no access, view or view and update), determining dashboard elements and viewing user access & activity history.

Access is provided to hundreds of Company and Division level settings with which to support your business needs: inventory valuation, nexus states, screen naming conventions, desired credit card interface, warehouse pick method(s), password expiration process, measurements (US or metric), currencies, allocation setting,  order split / hold rules, etc.

Our Order Management Software gives you the ability to customize and create your customer account screen, by defining information to be captured and method of capture (radio buttons, check boxes, table drop down, etc.).

Administer the validation and importing / exporting of data into and out of ProfitCenter Software, such as automating your check batching process (from your bank), importing catalog page information (such as page number and square inches), mass bin relocation (for seasonal warehouse layout changes), uploading MSR price updates and many more.

Identify the source of a user or system error, by reviewing a real time log of errors, such as a failed “save” command that a user performed without populating required information.

eCommerce Platform (optional)

Product Catalog – shares the Order Management Software System’s multi-channel SKU repository, maintaining all product content necessary to drive your eCommerce store(s), thus eliminating the need for bulk interfaces and non-interfaced data additions to the eCommerce specific SKU repository.

Customize your Shopping Cart process: steps, presentation and flow.  Shares Order Management Software System’s multiple ship-to, split payments, address book, auto-reorder, tax tables, shipping tables, log-in and order history.

Add sticky-ness to your site by use of product reviews & ratings, RSS, social networking, blogs, forums, news articles and 3rd party resource centers.

Automate all types of customer communications, such as “back in stock” notification, “order confirmation”, “full/partial ship” notification, “backorder” updates, “cancel” confirmation and email product/friend/cart/password.

Share the Order Management Software System’s robust Campaign and Promotions module to  create complex web incentives, such as loyalty points, $ off, % off, tiered breaks, BOGOs (buy one, get one), rebates, special shipping, membership, coupon, auto insert premiums and promotion stacking, all with user defined start/stop timing windows.

Create your own web pages, or edit elements of pages we’ve created for you, using CSS, HTML, Dreamweaver, and more.  ProfitCenter’s eCommerce Software Solution provides business user control over static content, promotion presentation, products on home/category pages, merchandise assortments and product detail pages.

Search Engine Optimization is facilitated by use of our meta data forms, URL rewriting, site maps, image text, spider optimized HTML and organic SEO preservation.

Shopping features such as product comparisons, personal favorites, business extranets, advanced site search controls, mouse-over color swatches & magnifying glass, personalization rendering, video integration, 360-degree product views and many more.

Optional Modules

• My Buys personalized dynamic upsell suggestions
• QAS address standardization
• FAST advanced site search:
  • Optimize results for specific search terms
  • Boost and block individual items to create specific results for a customer search term or category
  • Define facets to enhance search results, allowing shoppers to filter and refine search results and customize values
  • Tie promotions, featured HTML and/or products to specific search terms
• Rebate processing center interface

Visit our eCommerce Software Platform pages for a full description of product features

Point of Sale

Complete register, back office and inventory module for operating your multi-store, multi-register retail operations uses the same customer account, product catalog and inventory repository as your call center.  Registers and back office can operate on-line real time or store data for automatic periodic updates. 

Choose from several options for automatic store inventory replenishment from warehouse(s) and vendor direct purchasing.  See and transfer inventory between stores and warehouse(s).  Sell drop ship and made to order products, shipped to store (for customer pickup) or shipped directly to customer.

Orders can be placed on your web site for pickup at store, when using our eCommerce Software Solution.  Customers can enter their zip code for presentation of the closest store where their product is in-stock.

Our Order Management Software driven POS registers use standard PC hardware, cash drawer, printer and scanner.  Integrated keyboard credit card swipe, signature pad, pole display and touch screen compatible.

Sell your own branded gift cards at register, for redemption at store, call center and web site.  Also accept payment by credit card, check, eCheck, coupon, open account and credit balance (originating from any sales channel).  Features layaway, with option to dictate minimum deposit required. Enter catalog and web promotion codes to automate and validate application of offer to sale, and maintain cross-channel reporting integrity. 

Optional Modules

• My Buys personalized dynamic upsell suggestions
• QAS address standardization

Data Warehouse Reporting

Use our included standard reports to see real time actionable information across all modules and customer touch points: Customer Service, Order Entry, eCommerce, Point of Sale, Product Merchandising, Campaigns, Purchasing, Warehouse Fulfillment, Shipping and Accounting.

Standard reports include graphs, “drill-down” details and can be easily exported to several standard formats, including Excel, PDF and Word.

Create your own ad-hoc reports using any ODBC compliant reporting tool: Crystal Reports, SQL, Hyperion, Brio and more.

Select dashboard elements to easily create roles-based dashboards that, when revisited, present the user with real time refreshed business intelligence.

Observe a holistic view of customer activities without mapping data from multiple channel specific systems, enabling better decisions for all your channels: promotions, merchandising and operational efficiencies.

Supply Chain Automation

To compete in today’s “speed to market” environment, we publish your product data in an “open” technological environment so vendors can participate in rules based co-publishing of your product data, data updates and price changes: web content, specifications, attributes and purchasing communications.

Each product can have an unlimited number of suppliers, with manual selection or rules based automated selection.  Each vendor can be assigned a specific method for communications throughout the purchase order lifecycle: EDI, vendor web portal, mapped file transfer, email, fax or print for manual transmission. 

Electronic transmission methods (e.g.; EDI, vendor web portal and mapped file transfer) are bi-directional communications, meant to accomplish unattended receipt of advance ship date advisement, ship notifications, ship tracking number and invoice data.  Drop ship transmissions include customized branded packing slip and automatic status change and ship notification emails to your customer.

Every client gets unlimited use of our Vendor Portal, to automate bi-directional communications for low order volumes without the setup of more formal options.  Vendors log-in to their account to see, confirm and advise ship status of stock and drop ship orders.  If a vendor updates a drop ship order on their portal, a ship date notification automatically advises your customer by email (if outside date tolerances you pre-set) and your vendor prints / includes your branded packing slip with every order shipped (also available at the line level, for partial shipments).