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Julia works as a senior member of the sales team. She enters sales
orders from customers, answers pricing and availability queries.
She is responsible for liaising with the Operations Manager to ensure
that her customers are kept informed of the status of all orders
they have placed. Julia also deals with any return orders.
Julia's duties include:
- Creates, approves and sends quotations to her customers
- Enters sales orders and checks Stock Availability
- Communicates with customers on delayed or unfulfilled orders
- Takes return order requests
- Produces sales statistic reports
NAV helps Julia by:
- Clearly shows where orders are in the system
- Easy to see what stock is available and where
- Reduces the time needed to deal with discrepancies as all information
is to hand
- Full integration to Microsoft Office allows seamless and fast
reporting
- Notifications allow Julia to quickly highlight order queries
to Operations and vice versa
Why NAV could benefit your Sales department
- NAV Contact Manager integration with Outlook
- Real time accurate stock availability and stock reservation
for order promising
- Direct Drop Shipments
- Scheduled Deliveries
- Full tracking of all deliveries relating to an order
- Easy access to previous product sales to the customer including
full pricing and discounts given
- Notifications to allow queries to be answered without calling
or leaving your desk
- No need to come out of the system for processes to be run
- The ability to easily filter information e.g. to just see your
customers
- Return order capabilities and Inter Branch Transfers
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