RepDollar
2000 Base System
Information
flows within RepDollar 2000 as follows:
- Orders
create backlog (unshipped items).
- Invoice
Acknowledgements (shipments) are posted against orders, reducing
backlog and creating accounts receivables.
- Commission
checks are posted against invoices, reducing accounts receivables
and creating commissions received.
The RepDollar
2000 Base System includes the following fully-integrated modules
which make it easy to locate, measure and report every phase of
the account management process:
Order
Tracking
Some
reps only track shipments (invoices) and commissions (cash received)
and do not care about orders (bookings and backlog). If you are
in this category, you can completely skip the order entry process.
You can enter invoices without posting them against orders. This
is just one example of how easy it is to optimize many integrated
features of this product.
Order
Tracking features include:
Entry of customers orders • Formatted
P.O. printing (fax or otherwise transmit direct via your computer)
•
Entry of Manufacturers (principals) order acknowledgements •
Up to 3-Way (internal or external) sales splits • Multiple
Commission methods – fixed rate per order, variable (sliding)
rate per order, or different rates for each line item (part #) •
Simple order entry – dollar amounts (gross and commission)
only • Detail order entry – quantities, manufacturer
and customer part #'s, required dates, promised dates •
Change orders, cancellations, split shipments.
back
to top of page
Invoice
Tracking
The invoice tracking module captures invoices and credit memos.
These can be entered as stand alone transactions or can be posted
against existing orders. A few of the many features supported: Credit
memos for returned items that will reship, for returned items that
will not reship, for returned items that may or may not reship (i.e.,
when you do not know), or miscellaneous credit – posted against
a P.O. or standalone (no parent P.O.). Partial shipments, under
shipment, and over shipments. Default commission rate from a manufacturer
master file or parent order, or adjust on the fly. Create P.O. on
the fly while entering the invoice (if the parent order was not
entered).
Commission
Reconciliation
Commission
Reconciliation is the process of entering actual commission checks
and posting the cash against unpaid invoices. You simply enter the
manufacturer, check date, check # and check amount – then go
down the list of unpaid invoices (for the given manufacturer) and
click the ones to pay. Exception conditions and features supported
include: Auto Pay - supports automatic posting (paying) multiple
invoices at one time by simply specifying a range of invoice dates
and the dollar amount your wish to post. Partial payments. Under/Over
payments. Reconciling, on the fly invoice commission amounts that
were erroneously entered.
Reports
and Queries
RepDollar 2000 allows you to analyze your data via online inquiries
(search for orders, part numbers, payment history for a given order,
etc.) and / or reports. All queries and reports can be exported
to Microsoft Word or Excel with a single click of the mouse. This
feature allows you to customize reports, forecasts, mailings, etc.
No expensive custom programming required. Reports and queries can
be individually tailored at run-time by specifying any or all of
the following selection parameters: •
dates - transaction or post dates, any start/end date •
one or all manufacturers, one or all customers, one or all salespersons,
one or all territories •
company commission, salesperson commission, or gross dollars. And
much more.
back
to top of page
RepDollar 2000 Base System Reports
Manufacturer Listing
•
Salesperson Listing
•
Customers Listing
•
Active Customers by Salesperson By Manufacturer
•
Active Customers by Manufacturer
Purchase Order Print/Fax •
Order List by Manufacturer with Commission Status
•
Order List by Manufacturer
•
Order List by Customer
•
Order List by Salesman
•
Order List by Salesman with Splits
•
Order List (Detail) by Manufacturer by Customer
•
Order List (Detail) by Salesman by Customer
•
Orders by Customer with Invoice Detail
Bookings by Salesman by Manufacturer
•
Bookings by Salesman by Customer
•
Bookings by Manufacturer by Customer
•
Bookings 12 mo. History by Salesman by Customer
•
Bookings 12 mo. History Manufacturer by Customer
•
Bookings 2 Year History by Manufacturer, monthly
•
Bookings 2 Year History by Manufacturer, quarterly
Invoices Aged by Manufacturer
•
Invoices by Manufacturer
•
Invoices by Customer
•
Invoices by Salesman
Cash by Salesman, 12 mo. History
•
Cash by Manufacturer, 12 mo. History
•
Cash by Salesman by Manufacturer, Detail
•
Cash by Salesman, Summary
•
Checks Received, by Manufacturer
Shipment by Salesman by Manufacturer
•
Shipment by Salesman by Customer
•
Shipment by Manufacturer by Customer
•
Shipment 12 mo. History by Salesman by Customer
•
Shipment 12 mo. History by Manufacturer by Customer
•
Shipment 2 yr. History by Manufacturer, monthly
•
Shipment 2 yr. History by Manufacturer, quarterly
•
Shipment 2 yr. History by Customer, quarterly
Backlog Projection by Manufacturer by Salesman
•
Backlog Projection by Customer
•
Backlog Projection by Salesman by Manufacturer
•
Cashflow Projection by Manufacturer by Salesman
•
Cashflow Projection by Salesman by Manufacturer
RepDollar
2000 Options
Networking
Supports multiple
users via local area networks, peer to peer networks, dedicated
or shared server networks (NT, Netware, etc.) and many more. RepDollar
2000 can support as many users as your network can.
Point
of Sale (POS)
For reps who
get paid commission on distributor resale in their territory, the
POS module tracks and analyzes POS data. Includes the following
features: Entry of POS data (distributor, manufacturer, customer,
quantity, price, commission, etc.), Automatic or manual commission
posting, Fully integrated data analysis with OEM data (i.e. base
system reports will ask: OEM, POS or both).
The POS option
also includes the following reports, displays, and queries:
1. POS commission reconciliation
2. POS by distributor by date
3. POS by distributor by manufacturer
4. POS by manufacturer by distributor
5. POS Detail by manufacturer by distributor
6. POS 12 month history by distributor by manufacturer
7. POS 12 month history by manufacturer by distributor
8. POS 12 month history by distributor by customer
9. POS 12-month history by distributor by customer (ranked)
Generic
POS Import (Requires the POS option)
Most
manufacturers have the capability to give you monthly POS data in
Microsoft Excel or text file (comma delimited) format. The Generic
POS Import feature reads these Excel or comma delimited files and
automatically posts the data to the appropriate RepDollar 2000 tables.
This eliminates hours of tedious (and potentially erroneous) manual
data entry. The major challenge is in identifying and matching customers
which are uniquely defined (within RepDollar 2000) by name / zip
code. For example, your manufacturer names the customer TransWorld
Airlines. But you have already established the same customer
within your system and named them TWA. The import software
utilizes a unique customer alias algorithm which allows you
to map TransWorld Airlines to TWA and remember it for ever
more. Or, in the case where data for a new customer is being introduced
– create a new customer record on the fly.
Optional
Reports
The
RepDollar 2000 Base System includes a comprehensive array of reports
which are more than sufficient for many reps to manage their business.
In addition, the following optional reports are also available:
Order
Expedite Reports
Order
Expedite Reports yield a detail printout of your unshipped backlog
(orders) showing what's due to ship when. The reports can be run
for any range of required or promised dates.
1. Order expedite by manufacturer
2. Order expedite by salesperson
Bookings
and Shipment Ranking Reports
These reports support ranking your manufacturers, customers or salespeople
numerically by bookings or shipment dollars (gross or commission).
If your system includes the POS option, then the ranking reports
can be run for OEM, POS or both.
1. Bookings ranked by salesperson by customer
2. Bookings ranked by manufacturer by customer
3. Bookings ranked by manufacturer
4. Bookings ranked by customer
5. Bookings ranked by salesperson
6. Shipment ranked by salesperson by customer
7. Shipment ranked by manufacturer by customer
8. Shipment ranked by manufacturer
9. Shipment ranked by customer
10. Shipment ranked by salesperson
Management
Summary Reports
These
reports yield one line summaries (per salesman, customer, or manufacturer)
which include the following information: Number of orders MTD (month
to date), YTD (year to date), and PY (prior year). Bookings (gross
or commissions, MTD, YTD, and PY). Shipment (gross or commissions,
MTD, YTD, and PY). Current A/R (commissions receivable from unpaid
invoices and POS). Current commissions backlog (from unshipped OEM
orders).
1. Management summary by salesperson
2. Management summary by customer
3. Management summary by manufacturer
Part
Number Analysis Reports
These reports are useful to analyze what items (part numbers) a
particular customer is buying or which customers are buying a particular
item. If you have the POS option, the reports can be run for OEM,
POS or both. Two formats of each of the below reports are supported
– minimum, maximum and average prices; or (if you have the
POS option) OEM Vs POS.
1. Parts
booked by customer part number
2. Parts booked by part number by customer
3. Parts shipped by customer by part number
4. Parts shipped by part number by customer
back
to top of page
|
