Kingsfield IT Solutions designed a program which would enable us to meet all of the requirements using one package. The queries were created in house to pull out the relevant information from our MIS system.
CROSS was created to enable electronic purchasing which would link the suppliers to a sales person directly. It will also be multifunctional software which is connected to direct via XML or by sending email for 5 companies.
The important thing is how we have customised endlessly. The version upgrade was necessary because of the amount of development work done on the standard system.
Specifications:
As a customer centric company, Kingsfield IT Solutions specialises in providing unparalleled software implementations. Our dedicated Sage Development team have helped implement large Sage Account systems across the business spectrum
Key Features:
These are some exciting features of CROSS
Sales orders
You can open and edit sales orders simply by double clicking the relevant one. You can also raise purchase orders using the Shortfall function.
Shortfall
Here is what the shortfall screen looks like. If all the products on the order are going to one supplier, you can simply select them all and process to one supplier. If you require different suppliers for some items, simply hold CTRL and click the relevant products. This will then raise a separate PO for those highlighted. It also identifies if you have any Oof the items already in stock, and alters the quantities accordingly.
Raising purchase orders
You can choose the supplier, edit quantities and prices and raises any references the Supplier may need to see (Bid references etc). In the Order details, you can enter the delivery address for the order, customer PO number and any notes to do with the order from here, you proceed to Footer Details. Footer details of an order contain financial information such as the carriage charge, VAT information, nominal codes and settlement terms relevant to your company. These will be set at your default sage settings until modified.
Sending orders
Once the purchase order is on the system, one click will send it straight to the supplier removing the need of PDF creation, emailing or printing, faxing and the status will change once the order has been sent.
Order confirmation
Once the status has changed to complete, you will have access to the status details Such as what has been shipped and what is on back order, invoice status, delivery dates POD's and back order reports. Simply click on the 'Complete Successfully'. This will then bring up the following menu. You can navigate to further details or POD information using the buttons shown.
POD Tracking
By selecting the tracking Option - EOS will find the Tracking reference and the weight details of the Parcel, and display the POD in a preview window Underneath. This saves time contacting suppliers for parcel numbers and going to Courier websites.
Returns
EOS also has a straight forward returns facility to keep track of incoming and outgoing returns. It automatically picks up customer details when the SOP is entered. All you have to do is fill in an RMA and courier references as you get them.