Sales Management

Seamless Integration with all your sales channels

Ready for your expanding business – multi-currency, multi-warehouse, multi-branch, multi-brand and multiple VAT Registrations, all managed through one supply chain.

Automate the import and processing of sales orders, enquiries, quotations, activities and visit reports from all external sales channels (ie your websites, Trisoft SalesPak, Blue Alligator Sales Presenter, Amazon, Caliq Lead Manager etc).

Seamless Integration with all your sales channels

Outstanding Customer Communication

Inform your customers every step of the way via automated emails attaching Quotations, Acknowledgements, Proforma Invoices, Available to Ship Notifications, Outstanding Order Statements, Despatch Notes and Invoices with product images, all designed with your corporate branding. Include an Excel version of the order data with the email providing added product detail to aid your customer’s experience of your product’s attributes.

Save time with our automated proforma invoice chasing system with option to de-allocate orders where proformas are not paid within your time limits.

Generate sales via emailed Customer Buying Forms providing details of their products purchase history plus your top sellers that the customer is not buying.

Outstanding Customer Communication

The Ultimate Stock Allocation System

Effective stock allocation and utilisation is one of the challenges faced by everyone who comes to us. Most business software systems have a very basic approach to the allocation of stock to orders which can result in stock being allocated unnecessarily when incoming shipments can meet the demand within required timescales.

Caliq has the most advanced availability and allocation algorithms available, ensuring that stock is allocated at the right time to the right orders. All sales order lines are constantly updated with the latest available ship dates based on stock on hand, stock en-route and on order with suppliers. Your customer sales and service team can confidently keep customers updated with anticipated despatch dates.

Automated rules based processes can provide automatic de-allocation of stock from proforma orders once the customer has passed your time limits for settlement, with reminder emails before final de-allocation.

The Ultimate Stock Allocation System

Current & Back-Order Management & Shipping Planner

Manage your outstanding orders via our unique Allocation Manager and Shipping Viewer providing a total view of your orders and allocations.

Generate and chase proformas, choose optimum value points to part-ship orders, release orders for picking, change allocations, progress chase customers for shipping consent with chasing notes, send top-up-your order emails and more, all from one powerful function. Puts you in control of your back-orders and maximises your shipping potential.

A Shipment Planner provides a forward view of all sales orders showing “available to ship” values by week ahead, by order, highlighting optimum despatch dates.

We understand the nature of your sales – orders placed at trade shows may later be changed, cancelled or indeed added to via email or reps/agents. We retain the true source of all order intake by sales order line ensuring accurate reporting of sales channel performance.

When adding to existing sales orders, merging and moving lines between orders we allow you to retain original order line placement dates thereby retaining the integrity of who came first for stock.

Current & Back-Order Management & Shipping Planner

Target, Communicate, Monitor & Action

Alert your team when you are in danger of missing quoted delivery dates before it happens. Alert specified users/reps/agents about significant orders received. Automatically email copy order acknowledgments and quotes to reps and agents.

Manage key customers against target, monitor reps/agents against budget and target.

Powerful tools allow on-screen data mining and exception reporting with output to Excel and deliver internally and into the field via tablets using our Business Intelligence module.

Target, Communicate, Monitor & Action

Full Trade Show and Showroom Support

Managing the movement of stock being sent to Trade Shows becomes simple with Caliq. Create a Transfer order which allocates the stock and allows the warehouse team to pick it as with any other order but then it is moved to a Trade Show location. It remains traceable but not available for allocation or sale until after the show when saleable stock is returned and located.

Support for Showroom stock is provided and when products are discontinued staff are automatically reminded to remove them from the showroom.

Product labelling for trade shows and showrooms is all built into Caliq making accurate pricing in multiple currencies easy and label generation fast and simple.

Full Trade Show and Showroom Support

Full Support for Retail Stores

Caliq can provide full support for retail stores and outlets, fully integrated with your Caliq Business System.

Store sales and till reconciliation data is collected and posted automatically into the Caliq system and a full range of store performance and management dashboards is provided via the Caliq BI (Business Intelligence) system.

Store staff can view stocks and request stock replenishment which, once approved, is handled via inter-location transfer requests providing a secure and accurate means of moving stock from your central warehouse to the stores.

Direct deliveries from your central warehouse to the customer or from suppliers to your customers are also supported.

Full Support for Retail Stores