BatchMaster ERP Sales Management Request a Demo

ERP Sales Management

BatchMaster ERP Sales Management

ERP Sales

Improve your business performance and profitability with BatchMaster ERP, which offers SAP Business One’s world class Sales Management capabilities for Food, Chemical, Nutraceutical and Pharmaceutical manufacturers.

Track sales opportunities and activities from first contact to sales quotations and orders to delivery notes and AR Invoices.

Quickly create quotes, enter orders, and manage invoices, incoming payments, and credits for returns

Take advantage of dynamic reports to obtain a time-phased view of business data to readily spot trends, patterns, and behaviors of sales opportunities

BatchMaster ERP Sales Management Functionality

Our extensive food, chemical, nutraceutical and pharmaceutical industry sales management capabilities enable you to close new business and retain existing customers, while ensuring the highest margins.

Opportunity Management

Opportunity Management

Record every sales opportunity, from lead identification of the customer through discovery, qualification, proposal, closing, and after-sales service and support. You can even enter details of the opportunity, including the source, potential deal size, closing date, competitors, and activities.

Opportunity Analysis

Opportunity Analysis

Analyze opportunities by lead source, territory, industry, customer, and item. The reports show forecasts and anticipated revenue by various date ranges, such as month and quarter. You can view distribution of leads by source over time to identify the most profitable lead-generation activities.

Sales Quotation

Sales Quotation

Create sale quotations for your leads and customers using accurate formulation and finished goods manufacturing data. You can calculate gross profit for each quotation, readily review the sales price history, and, once you create a quotation, quickly deliver customized sales related documents to customers and business partners, thanks to the full Microsoft Outlook synchronization.

Order Management

Order Management

Simplify entry of sales orders by accessing item availability information through an available-to-promise report across multiple warehouses. When a shortage arises, choose to order from a list of alternative items or allow the item quantity to be partially delivered. Orders can support different delivery dates and ship-to addresses for each line item, and you can automatically create purchase orders from a sales order and drop-ship the items to the customer’s site.

Delivery

Delivery

Generate packaging documentation for all goods shipped to a customer. The built-in packaging function facilitates the “virtual input” of items into different parcels when a delivery is created. You can store the delivery tracking number and access the shipping status within the delivery note with the click of a mouse. The software automatically updates warehouse quantities when you make a delivery.

Dynamic Reports

Dynamic Reports

Obtain a unique, time-phased view of business data with the dynamic opportunity-analysis report, which enables you to readily spot trends, patterns, and behaviors of sales opportunities and personnel.

BatchMaster ERP Videos

BatchMaster ERP Sales Order Management

This 16 min video addresses sales order processing transactions, such as customer history and pricing & discounts, which are used by our food, chemical, nutraceutical and pharmaceutical customers.

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BatchMaster ERP & Boyum IT Features

This 6 min video shows you the steps to viewing then delivering critical manufacturing data via text and email using Boyum Usability routines.

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BatchMaster ERP Analytics

This 6 min video gives you an overview of role-based dashboard reporting and analytics.

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Discuss ERP Needs with Experts

Contact US / Request a Demo

Let’s see if BatchMaster Software has the right software solution for your needs. Tell us about your operations and challenges or request a demo of specific functions.

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UPCOMING WEBINAR

Mobile Task Execution & Lot Traceability

Mobile Task Execution & Lot Traceability

Wednesday, April 28 @ 11 am PST / 2 pm EST

On this complimentary webinar, we will demonstrate how you can

  • execute system tasks against lot controlled inventory using mobile devices
  • expediate product searches and recalls using our graphical bidirectional lot traceability tool.