Core Modules

Customer Relationship Management

Customer Relationship Management (CRM) provides a 360-degree view of your customer, integrating customer information at every touch point.

• Lower costs while attracting and retaining customers
• Generate greater customer loyalty
• Increase cross-sell and up-sell successes
• Improve sales forecasting
• Improve customer responsiveness with access to relevant and timely data

Sales Quotations

Sales Quotations supports the generation of multi-line sales quotations utilizing advanced pricing capabilities (promotional pricing, temporary price reductions, customer price lists etc) and supporting complex and high volume environments.

• Allows the user to create responses to customer requests for quotes (RFQs), and maintain historical information on sales quotations to customers
• Create sales orders by releasing Sales Quotes to Sales Orders/Invoices
• Item up-sell, cross-sell and item replacement: identify similar or replacement items for discontinued items, items that are not available and additional complementary items
• Enables win/loss analysis

Sales Orders

Sales Orders and Invoicing provide a variety of methods for order creation, credit verification, confirming orders, inventory allocation, picking and shipping products, processing invoices and handling returns.

• Sales Orders can be created from Sales Quotes, received electronically using EDI or entered manually
• Integrates with Pricing to accommodate a wide range of pricing situations, allowing for best pricing
• Automatically transfers posted invoices to Accounts Receivable for aging, payment maintenance, and integration with General Ledger
• Correction Invoices; create a correction sales invoice for an original invoice, keep track of the relationship between original and correction invoices, and print correction invoices that show original amounts, corrected amounts, and the difference

Sales Analysis

Sales Analysis monitors salesperson productivity and effectiveness as well as giving greater visibility on sales by product line or item:

• Provides ranking of items by sales, margin, or quantity
• Integrates with Sales Orders and Invoicing

Pricing

Pricing capabilities support automatic pricing during key order transactions. Two basic pricing models are used:

• Best pricing for sales quotes and sales orders
• List/discount pricing for scheduled orders

Add-on Modules

QAD Customer Self Service

QAD Customer Self-Service is a complete Web storefront and self-service portal that can be tailored to integrate directly into a company Web site, supporting 7x24 order management and customer self service (tracking order status, availability, etc). QAD Customer Self-Service offers a personalized, secure order management system, with browser-based order entry and visibility.

• Increases revenue opportunities through an expanded sales channel
• Reduces costs through reduced reliance on call center resources
• Increases customer satisfaction through more efficient buyer/seller communication channels
• Available with an optional Credit Card component

QAD Demand Management

QAD Demand Management encompasses all areas of demand management from creation of forecasts and tracking of errors, optimizing of inventory levels, to collaboration with supply chain members, flexible reporting of demand activities, ensuring there are available medium term resources, and integration with QAD Enterprise Applications.

• Automatically calculates economic order quantities, lead times and inventory levels using the intelligent planning advisor and user-defined business rules for inventory optimization
• Optimizes safety stocks, service levels, reorder points, periods of coverage and lead times to ensure peak inventory management performance
• Supports Collaborative Planning Forecasting and Replenishment (CPFR) as driven from major retailers, allows seasonal trends and external data such as scan data to be input as causal factors to build forecasts by territory, brand, product SKU, etc.
• Allows the analysis of load and capacity for both planned and actual workloads at an aggregate, constraint-focused level

QAD Trade Management

QAD Trade Management allows manufacturers and distributors to more effectively plan, manage and track trade (promotional) spending activities. QAD Trade Management provides the information to analyze and monitor promotional programs, track revenue and costs, compare them to budget and prior year, track sales by customers and products, plus process and track claims and rebates.

• Effective planning and analysis can reduce trade spending without compromising returns
• Reduce payments to customers for invalid deduction claims
• Reduction in time required by Accounts Payable and Accounts Receivable personnel
• More accurate resolution of claims and deductions

QAD Advanced Pricing Management, Medical

QAD Advanced Pricing Management, Medical (QAD APM Medical) provides life science suppliers the functionality to manage contract, pricing and promotion activities — from planning through execution, administration and evaluation.

• Sales channels can be easily defined to improve structure and control of pricing
• A wide variety of promotions can be managed, easing contract management and reporting
• Managers can easily compare planned to actual trade spending against a preset budget, to quickly discover excessive spending
• Dynamic ability to structure and maintain GPO or IDN memberships reduces upkeep times and ensures appropriate pricing

QAD Configurator

QAD Configurator provides tools for users to easily configure complex products during order entry, without the need for technical knowledge of the product or the system; for organizations that manufacture and/or sell products that are uniquely configured to customers' needs.

• Streamline the order entry process by asking the customer to select from a set of predefined options
• Apply predefined rules with constraints to correctly configure the particular end product
• Automatically generate the variant product with appropriate Bill of Material (BOM), routing, pricing, available inventory, and a promise date based on preconceived rules and calculations
• Reduce reliance on engineering expertise to configure sales orders
• Reduce scrap, rework and returns by minimizing configured order entry errors