Are you aware that SX.e/CSD supports Sub-Total Lines? And you can hide the individual line prices so the customer only sees an amount for a group of lines?

I get asked this question pretty frequently: “Our customers like to “SHOP AROUND” on price, and although overall I am lower than my competitors, they ’ll cherry pick and only buy products where I’m the lowest price and go elsewhere for the other lines, likely the lowest priced competitor(s).” You priced this so your overall margin is still decent, but for some items, margin is lower, others higher. By using the sub-totaling feature, you can eliminate a customer cherry picking only the items where you are the lowest.

And if you really want to get fancy, leverage the Pricing and Costing Worksheets in Order Entry followed by sub-totaling, especially if you’re working on something that is highly competitive. The Pricing and Costing Worksheet functionality provides you with some easy, great tools to reprice a single line, a group of lines or all lines.

It always surprises me when I explain and demonstrate these features and the users are astounded: they ’re right in Order Entry (OEET) and have been around for quite some time in both GUI and WebUI/CSD.

There are a bunch of great time saving features like these that exist in both the GUI and WebUI/CSD interface, but many long-time users are not even aware they exist. There’s a multitude of reasons why. Let’s face it, when you’re initially implementing, there is just so much to learn and absorb, it’s hard to remember everything. We’re simply trying to go live and survive, right? When you’re upgrading, not many companies are taking the time to learn new features and review/revisit their business processes to see which should be deployed in the upgrade or shortly thereafter.

I am one of the many consultants at NSA who perform BOR’s (Business Optimization Reviews.) These reviews are intended to document your current processes, both on the system and outside the system (manual, Excel, or other applications) and ensure you are really using your SX.e/CSD application to its fullest. We review the entire “Quote to Cash” and “Procure to Pay” processes. We document the current state and offer recommendations on functionality, big and small, that should be implemented. We’ll help you break down the recommendations into short, medium and long-term goals, or future state, and help you strategize and prioritize how to implement these changes.

Here’s a short list of some ORDER ENTRY “DID YOU KNOWS”… (that maybe you didn’t!)

  • Sub-Total lines
  • Move/Re-Order lines on an order
  • Re-price, one, many or all lines in a single screen using a variety of options: margin based, cost +, list and discount, chain discount, markup, total amount
  • You can create a QU type (Quote) directly out of OEIP pricing inquiry
  • Copy multiple orders into a single order

These are simply a few “gems” for sales teams. If you’re interested in learning more about the BOR process, please feel free to reach out to me, Carol.Shinya@NSACOM.com.

 



WebPresented provides a fully-integrated CRM, Quoting, and BI tool built specifically for the wholesale distribution industry.

WebPresented CRM, or WPCRM, uses the existing data in your ERP to provide key information to the sales reps so they can work better and smarter - whether that’s saving time, closing more business, or increasing margins. WPCRM was designed for the sales reps to be easy-to-use, valuable, and accessible.

billtrust logo
Customers often ask how Microsoft deploys its own technologies. What were the initial catalysts for change? The challenges? The benefits? You’ll find those answers here. Microsoft IT Showcase provides what no one else can—the inside story of how Microsoft does IT. By detailing how Microsoft rolls out technology solutions across its own enterprise environment, we will inspire and equip you with the resources to inform your most crucial IT business decisions.

We love to talk about IT. It’s our passion. And we’re armed with some of the best technical minds in the industry. Our IT experts know what they’re doing and pride themselves on digging in to get the most out of technology. Our entire platform is based on their knowledge and we’re better for it.

sparxiqBusiness Intelligent and Pricing Analytics.SPARXiQ delivers analytics, software, and training to help companies get the most out of both their data and people. SPARXiQ provides data-driven price optimization solutions that enable companies to quickly and easily improve margins and profitability. With the launch of an entry-level pricing solution, Switch™, clients can get results more quickly than ever using integrated modules for leading electrical industry ERP systems. Since our inception in 1993, SPARXiQ (formerly SPA) has generated billions of dollars of profitable growth for hundreds of organizations, including twenty-five Fortune 500 companies. For more information, contact Brian Weaver at NSA.

billtrust logo
We know that a proper security strategy must include networks, servers and devices—all devices—managed easily through the cloud. Sophos products allow you to secure every end point of your network, from laptops to virtual desktops and servers, to web and email traffic and mobile devices. What’s more, securing these devices is made possible through products that fit your precise needs. We can ensure your network’s security by providing the one thing no one else can: Single sourced simplicity.

Sophos began producing antivirus and encryption products nearly 30 years ago. Today Sophos products help secure the networks used by 100 million people in 150 countries and 100,000 businesses, including organizations such as Pixar, Under Armour, Xerox, Ford, Avis, and Toshiba. As IT networks grow in complexity, we wanted a solution for our clients that was focused on keeping IT security simple and reliable.