Optimum Wholesale & Retail

“Sell More”



 

Optimum Wholesale & Retail management System covers the full sales cycle, from quotation, orders, deliveries and invoices to payments. Its unique Portal for salesmen is used to take customer requests and then convert these requests to quotations, orders or cash invoices.

 

Retail business management is made easy with the state-of-the-art e-Shop, POS and Customer Portal, whereas Wholesale businesses are managed through complete back office sales cycle. It is integrated with all ERP modules for online / real-time balances.

 

Wholesale & Retail Functionalities:

  • Point of Sale (POS)
  • Online e-Shop
  • Quotation Management
  • Order Management
  • Delivery Notes Management
  • Invoice / Billing Management
  • Settlement & Collection Management
  • Cash Invoice Management
  • Customer Portal
  • Dashboards, Inquiries & Reports

Optimum Certificates
Why Optimum?
Product Specific
  • Full Sales Cycle
  • e-Shop
  • Offline / Online POS
  • Salesman Portal 
  • Customer Portal
  • e-Payment 
Product General
  • Business Intelligence Reporting
  • In-Built Document Workflow
  • Bi-Lingual Arabic/English
  • Powerful Security Control
  • Fully Integrated ERP
Technologies
  • Internet / Intranet Base
  • Accessible Through Any Browser
  • ASP.NET & C# Development Tools
  • Microsoft SQL Database
  • Mobile Application

Functionalities 

 

Optimum Quotation Management System covers the full quotation cycle, starting from request, preparation, follow-up till decline or acceptance and transfer to confirmed order. It has a built-in workflow process and a full limit-authorization control.

 

Optimum Quotation Discount limits can be controlled; by customer, by item, by salesman or the combination of all. Inventory is directly updated whenever any task or operation is made.  The system is capable of handling non-inventory items too.

 

Quotation Module Functionalities:

  • Generate & submit quotations online to customers directly
  • Add Quotations manually
  • Send alerts to client for expiry of quotation electronically by email
  • Extend the duration of quotation
  • Change the quotation pricing
  • Transfer quotation to order
  • Quotation inquiries
  • Print quotation or send electronically via email

Optimum Certificates
Unique Features
Product Specific
  • Customer Portal with Dashboard
  • e-Quotations
  • Customer Contracts
  • Customer Ageing
  • e-Payment
  • User Friendly Interface
  • Business Intelligence Reporting
Product General
  • In-Built Document Workflow
  • Unlimited Workflow Levels
  • Bi-Lingual Arabic/English
  • Powerful Security Control
  • Fully Integrated ERP

 

 

Optimum Wholesale & Retail Module provides following facilities for Orders:

  • Get requests for goods and services online electronically from the client directly
  • Add Orders manually
  • Cancel Orders
  • Convert Orders to Deliveries
  • Inquiry about Orders
  • Print Orders
  • Send requests and alerts electronically via e-mail

           Sample Screen Shots

Sample Reports

                                                                    

 

 

 

Optimum Wholesale & Retail Module provides following facilities for goods and services delivery:

  • Send Delivery Notes electronically online through email
  • Generate Delivery Notes automatically according to the date of delivery
  • Cancellation Delivery Notes
  • Transfer Delivery Notes to Invoices
  • Inquiry about Delivery Notes
  • Print Delivery Notes
  • Send Delivery Notes and alerts electronically via e-mail

           Sample Screen Shots

Sample Reports

 

 

 

Optimum Wholesale & Retail Module provides following facilities for raising invoices:

  • Convert Delivery Notes to Invoice automatically on the billing date
  • Send Invoices automatically to the client on the specified date
  • Cancellation of Invoices
  • Inquiry about Invoices
  • Print Invoices
  • Send invoices and alerts electronically via e-mail
  • Scheduling all types of invoices

           Sample Screen Shots

Sample Reports

 

 

Optimum Wholesale & Retail Module provides following facilities for settlement and collection of invoices:

  • Collection schedule
  • Follow-up collection
  • Issuing receipts arrested
  • Cancellation receipts
  • Inquire about the receipts and follow-up
  • Print receipts
  • Send receipts & alerts and follow-up collection electronically via e-mail

          Sample Screen Shots

Sample Reports

 

Optimum Wholesale & Retail Module provides following facilities for Cash Memo:

  • Add Cash Memo directly
  • Add Cash Memo and then deliver goods later
  • Cancellation of Cash Memo
  • Inquiry about Cash Memos
  • Print Cash Memo
  • Send Cash Memo and alerts electronically via e-mail

          Sample Screen Shots

Sample Reports

 

Optimum Wholesale & Retail Module provides following facilities for Customer Relationship Management:

  • Customer File
  • Integrated Contacts
  • Integrated Documents File
  • Integrated Financial Statements
  • Price Limits
  • Billing Date
  • The date of the issuance of statements
  • Transaction Currency

          Sample Screen Shots

Sample Reports

 

 

Optimum Wholesale & Retail Module provides following facilities for Reports and Inquiries:

  • A full range of Reports and Statistics
  • A full range of Inquiries
  • Business Intelligence reporting is based on Excel pivot tables providing the flexibility to design your own reports directly from the linked database