The Sales Enabler (EI-SE)
is used to configure, validate, quote and automatically enter an order into your current billing system.
The main configuration screen allows the salesperson and customer to see and modify the product as it is being configured. The customer is able to select the desired components as well as their placement. With the Sales Enabler it is virtually impossible to order an invalid configuration because only valid options are presented to the user at each step of the configuration process.
The Sales Module Knowledge Editor provides a simple point and click interface to load the configuration constraints into the Sales Enabler. The constraints are a combination of marketing, sales, manufacturing, and engineering requirements.
The Ala Carte screen is used to order loose components or non-configurable products. The parts are all indexed by category or can be accessed by a simple text search. Product information alerts and data retrieval boxes automatically appear when the associated part is selected. Requested delivery dates can be automatically constrained by product release dates and required lead times.
The pricing screen is used to apply various discounts or pricing models to get an exact quote for your customer’s order. Discounts can be made on an entire order or line-by-line. Practically every aspect of this screen is tailored to your business model. Pricing models are established by your sales or marketing organization, discount limits can be absolutely enforced or merely suggested. Individual customer models can be established, which can be applied to all of that customer’s orders and then further discounted for special events. You can even tailor the fields that are displayed to the sales force such as profit margin and cost.
The order entry screen is used to collect all the required and optional information to correctly place the order on your current billing system. Information such as customer number, requested delivery dates and quantities, purchase order number, payment type, etc., can all be collected and validated. This screen is completely tailored to your order entry needs. All fields and data transfer formats can be setup and easily modified by your organization as your needs dictate.