Activities: Schedule, assign and manage the tasks needed to move sales orders forward like follow up, artwork proofing, and vendor management.
Presentations:Create beautiful galleries of curated products to make selling easier. Clients interactively review the presentations, which turn into quotes with just a click.
Quotes: Automated business rules contribute to complete, accurate quotes with one-click conversion into sales orders.
Sales Orders: Business automation means sales orders start right and stay right, with fulfillment integration for immediate, efficient processing.
Public and Private Modes: Sales Orders can account for sensitive information like costs and margins, without showing it to the customer.
Addresses: Prevent shipping and billing errors with separate addresses for the customer contact, the shipping address, and the billing address.
Sales Team: Define your team for the sales order including sales rep, service rep, and account manager to define commission splits and who has access to the order.
Line Item Groups: Group products, services, and charges together for logical tracking of production and decoration and a accurate costing.
Line Item Memos: Add notes to individual line items for internal use to be shared with customers and suppliers.
Configuration Surveys: Answer simple survey questions to configure customized products and make sure orders include the necessary details.
Sales Commission: Define tables to automatically calculate, record, track, and pay sales commission, including split commission.
Invoicing Options: Choose to automatically invoice upon shipment, or automatically invoice upon vouching, or manually invoice with pro-forma scheduled invoicing.
Job Costing Options: Automated job costing records the true costs and profits of an order based on vouching, or perform job costing manually.
Prepayments: Record a deposit on a sales order and invoice for the balance later, with accounting implications enforced.
Categories: Define categories and subcategories to logically track offerings and to enforce business rules.
Integrated Product Research: Browse the ASI ESP and Distributor Central product research databases right inside EssentOne. Add products and their details to quotes and orders instantaneously.
Payment Card Processing: Gateways USAePay, Payeezy, and Fiserv (FirstData) allow you to process payments while trusted third parties handle compliance for you.
Payment Terms: Payment terms that you define are automatically enforced depending on the customer, order type, or both.
Product Matrix: Simplify product management and turn dozens of SKUs into one by creating families of products broken down into size, color, or properties that you create.
Opportunities: Forecast future sales with estimated close date and expected revenue while assigning a project team and the next steps.
Opportunity Types: Know what’s driving sales by classifying leads as tradeshow, new business, repeat business, or classifications that you create.
Opportunity Surveys: From qualifying to presenting to quoting to decision making, build the steps of your sales funnel into any opportunity.
Marketing Codes: Know where your successes come from. Track sales orders to their source to determine the ROI of marketing efforts.
Line Item Ship-To: Manage combinations of shipping arrangements on one sales order with the flexibility to ship different items to different addresses.
Line Item Bill-To: Manage combinations of billing arrangements on one sales order with the flexibility to use different invoicing methods for different line items.
Survey Actions: When sales rep or even an end user answers a simple series of survey questions to configure a product, pricing is automatically adjusted for the specifications.
Rebates: Manage rebates for customers, suppliers, or licensing with the accounting automatically handled.
Donations: Manage donations to third parties or charities with the accounting automatically handled.
Scheduled Invoicing: Invoice at any time in the transaction lifecycle with pro-forma invoicing.