Sales

Order Entry:

Inside sales staff are supported with order entry screens that are designed with them in mind. Unlike the POS terminals, that are geared toward scanning items and taking a payment, the inside sales screens allow for advanced drill down searches on a number of critera. Sales staff can look at on-hand availability as well as on-order quantities.

Sales terminals can be set up on virtually any standard PC and require no additional software installation to access the Panther system.

When sales orders are entered, a pick list and shipper is printed for the warehouse. Warehouse staff then scan and pack the items for shipment. A final invoice is printed after picking and packing.

Integrated on-line storefront capabilities (optional) and caller-ID pop-up windows (Q4, 2003) round out the order entry modules.

Proposals and Quotes:

Advanced proposal management is standard in the Panther system. Proposals/quotes are prepared using customized templates and can be presented to prospects via e-mail, on the web, by FAX or printed for mail or personal delivery.

Online or email proposals are tracked and statistics are provided about when the proposal was received, how long it was looked at, how many individual people opened it, and other important facts. Panther even e-mails you when the proposal is being viewed - giving you valuable insights as you follow up.

Your online proposal can also contain links to your web site or other supporting web sites for a robust information experience for your prospect. Imagine having all of your supporting backup right at your prospects fingertips without having to reprint or transcribe it. Even link to video our audio clips.

Because the proposal management system is web enabled, your sales staff can create proposals on the road and post them for their prospects immediately.

Once your prospect has received your proposal, a method is provided for them to forward the proposal to others for comment and review. Comments are attached and statisics are recorded.

If your prospect is a reseller or distributor of your products or services, the proposal can be modified by them and forwarded to the end customer as a quote from the distributor. This optional module allows them to adjust price, add company information, hide certain aspects of the quote from view.

Finally, the prospect is given an easy action step to turn the proposal into an order! When they accept the quote, everyone up the line is notified and order information is fed directly into A/R, sales and project management modules.

Project Management:

Once the proposal has been turned into a project, your customer can continue to use the proposal as a simple project management tool. New sections open up to provide the customer with a trouble ticket entry system, a task progress chart, and project review and comment.

A trouble ticket can be entered to alert you of a problem your customer is having. An e-mail confirmation is sent to the customer and an e-mail notice is sent to your designated help desk staff.

In the task progress area, the customer is presented with a chart that shows major tasks being performed toward completion of the project or shipment of the mechandise. Each time the task bars are updated, the customer receives an e-mail notification with a link to this section. The task bars indicate how much progress has been made, and if there is additional information or approvals required from the customer.

In coordination with the task section, the review section provides a place to post work in progress for comment, approval or review. The customer can review work in progress and make comments to the engineers, designers or sales representatives.