Fulfillment & Distribution

Transcription

1 Nelix Ultimate An online store front to fill all your e-commerce needs. An in-depth back office solution to automate your business processes Completely customizable and flexible to fill the different needs of your customers and staff E-Commerce Multiple levels of categorization. Dynamic web page generation. Many different presentation styles available or create your own! Look and feel easily customized. User Registration module. Pricing and Discount structures can be set differently for different types of users. Sales Rep and Resellers features allow users selling or re-selling your products to access the site and generate quotes, place orders or view inventory status. Online Order Tracking which means less Customer Service expense Complex Shipping and Handling mechanism Sales Tax for multiple states supported Full featured Affiliate program Real time credit card processing (integrated with Nelix Gateway) Many Other features such as Gift Wrapping, Personalization, On-Sale Items, Wish List, Keyword Search and Related Product Suggestions Fulfillment & Distribution The Nelix Ultimate keeps things organized across the supply chain. In-depth inventory management including kit building, back order tracking, shipment tracking, and location management Order entry and tracking Purchase Order creation Work Order creation Billing System Sales Rep management Project Complex reporting capabilities A Flexible & Customizable Solution Store front features, Pricing, Shipping and Handling mechanism and look & feel can be completely customized at many different levels. Multiple Business Units can run off the same store with completely different settings. Each Business Unit can have many customers, each with completely different settings. Each Customer can have many Cost Centers, each with completely different settings. Users can be organized into groups, and each user or group can be assigned specific permissions, and their experience can be customized completely specifically for them.

2 2 Fulfillment & Distribution Business Unit Creation Users & Groups Permissions Backend: Fulfillment & Distribution This component utilizes the following technologies: SQL Server 2000, ASP,VB The features of this component can be accessed via a VB utility that sits on a user s workstation OR through a web browser. Business Unit Creation Multiple business units can be setup. The Super User is the only user with the right to add business units. Each business unit can have a completely separate configuration, and will have their own data (inventory, orders, cost centers, etc). Also, each business unit can have it s own store front. Users & Groups System permissions can be configured at a User level or at a Group level. One user can be added to multiple groups. Each user can also be attached to a specific Customer and/or Cost Center All activity of each user is tracked through the system. Creation Users & Times and Modification Users and Times are tracked for each record - as well as key activities such as deleting a record, receiving inventory, etc. The following permissions can be set based on Which business unit or units this user has access to. Is this user allowed to configure the behavior of the system for that Business Unit Can the user login to the Backend? Which areas of Backend system the user has access to (Inventory, Order, Cost Center, etc.) What type of access this user has to each of those areas (read only, read/write, delete, etc.) Can the user login to the Storefront? What Cost Centers can this user access via the Storefront? Can this user pull up Inventory information from the Storefront? Can this user place orders for others via the storefront, or only themselves? Does this user get any pricing discounts when ordering through the storefront? Is this user allowed to track all orders, orders for their business unit only, or only the orders they ve placed through the storefront?

3 3 Business Unit and Configuration Storefront Options Customer Cost Center Tools Business Unit If a user has permission, through the Backend they can configure the way this business unit behaves. The following items are configurable: Default Shipping calculation methods (although this can be overridden on a Cost Center level.) A number of methods are available: Percentage of Order, Per Product, Per Quantity, Per Line Item, Per Box, Per Skid, By Weight, By Zone or based on a combination of the methods. Sales Tax options and states can be configured based on Business Unit How inventory is handled can be configured per Business Unit - is inventory deducted at time of order, or at time of shipment? Are back orders automatically filled when inventory is received, etc. Payment terms can be setup based on Business Unit A logo can be attached to the business unit for use throughout the system. Features to enable on the Backend side Quoting System Purchase Order System Work Order system Storefront Options for each Business Unit can be configured: Look and Feel of storefront Features to enable on storefront. Each of these features can be configured based on this administrative area. keyword search related product selections related links product presentation style shipping methods allowed (and whether to allow this to be selected at time of order) allow inventory access allow order tracking allow on sale items allow gift-wrapping allow product personalization enable affiliate program allow custom products to be ordered online display or hide pricing in storefront selection of fields to be displayed for each product online payment methods allowed (PO, check, credit card) receipt configuration enable wish list feature enable banner ad feature Customer Data about individual Customers can be stored. Each customer can have it s own configurable options. Pricing can be setup at a customer level Shipping costs can be defaulted at a customer level A customer can be tagged as being Sales Tax Exempt and their Tax ID number stored Shipping Method can be defaulted at a customer level. Each customer is attached to a specific Business Unit. An unlimited number of default Ship To and Bill to locations can be setup at a customer level. Payment terms can be setup by customer Cost Center Various Cost Centers can be setup. One customer may have many cost centers. Information can be defaulted at a Cost Center level. Cost centers will appear as Category Level 1 on the storefront. Shipping costs can be defaulted at a cost center level Shipping Method can be defaulted at a cost center level.

4 4 Inventory/ Product Location Kit Systems Ultimate Inventory and Fulfillment Tools Inventory/Product The Inventory component is the core of the system. Here is where inventory is tracked and managed Inventory items can be created. Each item can be specified whether it will show up in the online store or not. Inventory adjustments can be made at any time and are tracked in the system as a separate line time Inventory can be placed on order (when new inventory is ordered.) Inventory can be received (when ordered inventory comes in.) A Quick receive tool is available to receive many different items into inventory without having to go to each individual product record. A Receive against PO tool is available to receive inventory against an outstanding PO For each item, an Inventory reorder point and reorder quantity can be tracked. When the Units on Hand goes below the reorder point on a specific item, an notification is sent out informing a specified user (configurable) that more product needs to be ordered A Minimum Month Supply on hand is calculated based on past usage history. This is a recommendation on the minimum amount of a product to keep on hand. When new inventory is received, that new shipment is checked against back ordered items. If there are any back orders that can now be filled, those orders are filled in the order with which they were placed (if this option is turned on - see above). s can be sent out to customers confirming the receipt of a new shipment (if desired) Inventory pricing and cost information are stored Inventory Shipping costs can be setup at the Inventory level Inventory Usage information is calculated Up to 3 levels of Images can be attached to the Inventory item to be displayed in the online storefront. An unlimited number of options can be setup for each item. i.e. user definable fields. Each inventory item can be attached to a specific Customer as well as a Specific Cost Center. The ability to track inventory based on Part Number or Serial Number (or both.) Transaction Processing - all transactions are recorded in detail - products being ordered, products shipped, products on back order, new inventory being ordered, new inventory received and inventory adjustments. Version tracking. A mechanism to track the version of a particular product is included. Location Inventory can be stored in multiple locations. Locations can be broken down into warehouse, section, aisle, rack, level and bin. Rules can be developed to determine where to draw inventory from as it s shipped, or the location can be specified manually. Rules can be developed to determine where to store inventory as it s received, or the location can be specified manually. Kit System The system will give the ability to create and manage Kits. The ability to assemble Kits within the system The ability to either receive items in kits or in pieces Ability to convert items between individual pieces and kits. For example, one product may be composed of many smaller products. This tool allows the assembling of multiple parts into a Kit or the breaking apart of a Kit into it s core components. A Work Order feature allows the creation and printing of a Work Order if kits need to be physically assembled. A report is available to show orders on back orders that could be filled if individual items were assembled into kits.

5 5 Purchase Orders Order Quoting System Billing System Reporting Fulfillment and Reporting Tools Purchase Orders If inventory is purchased from elsewhere rather than manufactured, purchase orders can be created for ordering new product. These purchase orders can be automatically created based on Inventory On Hand and Reorder Points or they can be manually created. Inventory can be received against PO s (see above) Order Detailed Order and Shipment tracking. The system will collect detailed information about an order and how that order is being shipped. Orders can be entered through the fulfillment system directly, through the online Store front, or through third party data feeds. Items are put on back order as needed, and back ordered items are filled when new inventory comes in (if configured) Inventory can be deducted at the time the order is placed, or at the time the order is shipped (this is a configurable option.) The ability to attach multiple shipments to an order at a line item level, as well as send partial shipments for a single line item. For each order placed, at any time the user can view what has shipped, when it shipped, how it shipped, and what is still pending. orders can be categorized. Product pricing can be specified based on order category. Real time credit card processing for credit card orders (with the Nelix Gateway) Quoting System A Quote can be created and printed The Quote can later be revised if needed The Quote can be converted into a live order. Billing System The billing system adds the ability to track billing and payment information including: The ability to print out customer invoices. The ability to record payments from customers and apply them to invoices The ability to print out A/R reports and Billing Reports Reporting Cost Center Reports - a breakdown by cost center of items with pricing information and shipping costs. Stock Usage Reports - a report showing usage history of each item in your inventory (i.e.ytd usage, MTD usage, last year usage, this month usage, etc.) Stock Status Reports - an inventory report detailing status information and other detail about each inventory item. Customer Reports - a report by customer which details customer activity Units on Hand Reports and Custom Reports - a detailed inventory report showing the quantities of each item currently on hand. Back Order Report - a report detailing back ordered items and status. Product History Report - this is designed to show the complete history of a particular product. Data can also be exported for manipulation in Excel. A flexible export tool is available to export any of the Inventory, Customer or Order information into a tab delimited or comma delimited text file. All reports can be set on a time delay - some reports take longer to process. These can be setup to print overnight so they are waiting on your printer in the morning. A flexible reporting tool allows you to build Quick Reports on an Ad Hoc basis. An Import/Export tool to allow you to easily bring data into the system or export it out of the system for use with 3rd party software packages. Quotes, Purchase Orders,Work Orders, Orders, Pick Tickets, Shipping Labels, Bar Code Labels and Packing Slips can also bring printed from the system. All of these are bar coded and will work with any bar code scanner. Sales Analysis Report - break down of sales by customer, sales rep, product, etc. Each report features the branded logo for the business unit.

6 6 Project Employee Sales Rep Data Feeds Business Tools Project Projects can be setup and assigned attached to a specific customer. Employees can also be attached to a specific project and their role denoted. Status reports can be attached to specific projects. Files of any type can also be attached to specific projects. Customers have the ability of logging in and viewing their files and status reports by logging into the web enabled storefront. Customers can report problems attached to specific problems by logging into the storefront. Customers can retrieve responses to problem reports by logging on through the storefront. All activity related to a project will cause automatic notifications to be sent out to the pertinent employee or customer. Employee Employees, titles, job descriptions, rates and costs can be tracked in the system. Employees can be attached to specific projects or cost centers. Employees can record their timesheet entries and tag them with specific projects, products or work orders. Employees can enter and update status reports, or attach files to specific projects. Sales Rep Sales Reps can be stored in the system and assigned to different customers, cost centers or territories. Territories can be setup by region Sales Reps can be specified per order, and defaulted based on the customer, cost center or territory. Data Feeds An Import/Export tool to allow you to easily bring data into the system or export it out of the system for use with 3rd party software packages. The ability to import tracking data from UPS Worldship is available.

7 7 Storefront A wide array of customizable features for full service E-commerce Frontend: Online Storefront This component utilizes the following technologies: SQL Server 2000, ASP The features of this component can be accessed through a web browser. Features include: Different Methods of making purchases (Standard Shopping Cart mechanism, Quick Purchase, or One Page order form) Multiple presentation styles for displaying dynamically generated product pages (or a customized presentation can be created.) Sales tax calculated based on settings in the Backend component S & H calculated as specified in the Backend component Shipment Method can be selected by user as specified in the Backend component Up to 3 sizes of pictures can be displayed for each product. A thumbnail, a small image, and a large image for detailed view of product. Related product suggestions are made when an item is added to the shopping cart if configured. Links related to selected products can be displayed. Links can be added via the admin component and linked to specific products. Keyword search - users can search for words found in the name, product number or description of a product if configured. The keyword search will search products, and a second component of the keyword search allows searching of static pages attached to the site. Ability to hide or show pricing (configurable via the Backend component.) Real Time Credit Card processing (with Nelix Gateway) User registration/sign in. The store can be configured to force a sign in before being able to view the product catalog, force a sign in before purchase, allow a purchase without a user sign in, or a combination. A lost password feature is also included. Configurable via the Backend component. Order Tracking/Transaction Reports. Users can view their order history, or status of their current orders after logging in. Orders will be linked back to the shippers site by tracking number for a live update on the status of the shipment (where applicable), Users can search for a specific order. Users can either access their orders only or all orders for that store (configurable via the Backend component.) Users can also cancel their orders online as well as update billing or shipping information through the order tracking component. Full featured affiliate program - allowing webmasters to sign up online, create links back to the store, and to retrieve reports on their activity. Affiliate reports can be retrieved by the vendor as well. (configurable via the Backend component.) A reseller or CSR type of user can be created. This user can log into the store with their user id and password, and place orders for customers other than themselves. Discount levels can be assigned per user or per type of user. (configurable via the Backend component.) Sales - the ability to display products that are on sale (configurable via the Backend component.) Personalization - Ability to specify products that can be personalized, and request a personalization message as well as specify personalization charges. (configurable via the Backend component.) Gift Wrapping - ability to request a product be gift wrapped. Gift wrapping charges are applied. (configurable via the Backend component.) Inventory information such as inventory detail or units on hand and usage information be accessed via the storefront. (configurable via the Backend component.)

8 8 Frontend Special features for electronic products Support & Maintenance plan Frontend continued Each storefront can be attached to a specific Business Unit or multiple Business Units. Each storefront can be attached to a specific Customer or multiple Customers The ability to order a custom job is available, although custom jobs are not put through the shopping cart mechanism as typically custom jobs need to be costed differently. Wish list feature. Users can put together a wish list which can be stored and easily used to make purchases from in the future. Users can also send their wish list to others. This feature can also be used to facilitate a gift registry type of feature. A banner ad feature: banner advertisements can be setup in the system and displayed on product pages. Weight can be assigned to banner ads, and number of impressions and click throughs are tracked. Costs for banner ads can be configured based on time period, click throughs, or impressions. Banners will be rotated based on the weight. Banners ads can be tied to specific product categories. Electronic Products Products can be denoted as Physical products, Electronic products in the backend system. If a product is electronic, a product can be denoted as being delivered online. After a user makes a purchase of this product through the storefront, the product will be ed to them. Users will also be able to log in to their order tracking area to download their electronic products. An electronic product can be setup as a recurring product. For example, an electronic newsletter. When a user purchases a recurring product, the will select the number of instances they are purchasing. They will then be able to log into their order tracking area and view all available instances. Customers can configure whether new instances of the product they purchased will be delivered via or via download from the website. When a new instance of their product becomes available, the customer will be notified via , with the attachment enclosed if configured. Alternatively, they will also be able to log in to the order tracking area, and retrieve the new instance. When a users only has a specified number of instances left, they will be notified by e- mail and in the order tracking area that it s time to purchase more instances (i.e. renew their subscription) and will be given a link where they can go to easily do so. Support/Maintenance Plan This includes tech support, free bug fixes and free upgrades (an upgrade is defined as a new software release. Nelix will release upgrades to this software periodically throughout the year. Users will be entitled to all new releases free of charge.) One individual per company will be designated as the main contact, and all support requests will come from that contact.