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BVEssentials Sales Manager
Certified Solution
BVEssentials Sales Manager replaces the Order Entry module within Sage BusinessVision, offering greater flexibility and control over the order entry process. Access key customer data and history all from within one module.
Compatible With: Sage BusinessVision Accounting, Versions 7.1 , 7.2 , 7.3 , 7.4 (2010) , 7.5 (2011) , 7.6 (2012) , 7.7 (2014)
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BVEssentials Sales Manager is an application that replaces the Order Entry module within Sage BusinessVision and allows users to add/edit customer and inventory data. With many extra features beyond BusinessVision, BVEssentials Sales Manager can perform sales and purchase analysis and create multiple reports.

Using the BusinessVision architecture and table structure as the foundation, BVEssentials Sales Manager increases the efficiency and functionality by pulling data stored in BusinessVision tables and files, displaying it seamlessly in relevant BVEssentials windows with additional data element and workflow options.

BVEssentials Sales Manager provides users with greater flexibility in data entry and control over the order entry process, while generating the same files produced by the Order Entry module. As a result, all standard reporting and control functions of BusinessVision remain intact once an invoice has been completed and posted/received.

The primary function of BVEssentials Sales Manager is to allow users to update inventory and enter sales orders, while posting transactions to the appropriate G/L accounts when they are completed. You can also setup the posting to occur at the end of day or week, depending on the company requirements.

Features:

  • Complete lot number tracking
  • Order phase control
  • Booking orders
  • Requisitions
  • In order inventory status
  • Automatic purchase orders
  • Email directly from an order
  • Lot number sales with expiry date  
  • Booking orders for future sales
  • Optional batch based invoicing
  • One click to see customer historical sales
  • Save quote to customer specific prices
  • Onscreen customer credit info
  • Email to multiple addresses
  • Block users from all but their own customers
  • Select forms and printers on-the-fly
  • Set number of copies at each print
  • Automatic shop/fuel surcharge
  • Shows current and average margins per line
  • Environmental charges
  • Pop-up customer and inventory notes
  • Save order follow-ups to your to-do list
  • See inventory status without clicking
  • Move and remove columns by user
  • Substitutes with alternate when required
  • Lookup customer by any word in name
  • Lookup inventory by any word in description

Industries: Food & Beverage, Electronics & Computers, Software Consulting & Development, Non-Industry Specific

Business Needs: Contact Management, Contract Management, Assembly/Kitting & Bill of Materials, Multi-Company Processing