Sales is key to every business, the faster the customer response time, the shorter the sales cycle the quicker the sale. ULTops enables your sales team to create estimates and orders in a few clicks. Create the order, add your products/parts and ULTops applies pricing logic based on a customer basis. Want to change something? The Sales team can still adjust the pricing right on the same page. Your estimates and quotes are flagged, and on customer approval can easily be converted to a sales order.
Inventory management offers a two for one functionality: while inputting orders, existing inventory is seamlessly synced to flag your sales team, in real time, of availability. The advantage: no need to spend additional sales time to call customers after the fact with an “out of stock” message. One better, you can configure ULTops to generate a reminder when it’s time to restock, eliminating order back logs.
With MRP, you can schedule events for material resources needed for the order and you can monitor its progress for completion before delivery dates with ease. As well as with a new user friendly calendar UI for scheduling, it's simple to create unlimited events and resources with drag and drop functions.
Import your existing customer base into ULTops and burn the excel spreadsheet. Manage customers effectively, efficiently and simply, with advanced price management for customized customer pricing. With Portal access allows your customers to place orders online from store front and or at retail shop. Mobile-friendly UI with an option to switch between GRID and LIST view ease the order placement. The multi account feature assigns specific products and items to each customer for various customer base industries.
Manage your product catalog efficiently within ULTops. Keep track of all parts/raw materials you have on hand and number of products manufactured. Managing parts is simple and provides unlimited customization options for each product. Do not sacrifice on customization due to ordering limitations. ULTops allows you to customize each product by attaching specific parts to the product.
Advanced reporting allows filter reports based on key metrics. ULTops has the ability to report on all information that is entered. Along with the reports, ULTops offers a dynamic dashboard that shows you invoice status to ensure you are paid on time. Reports will help you to identify up sell opportunities to increase revenue.
There are two options to fulfill an order: a customer can pick up the order or you can deliver the products. Either way you should be able to manage shipping efficiently to reduce hold time and cost. ULTops allows you to see orders that are ready to be shipped/pick-up and you are able to print required documents like delivery slip etc to fulfill the order within ULTops.
With ULTops you can port all your orders aka invoice to QuickBooks just as they had been created on QuickBooks. Import and export customer, inventory, vendor and purchase order data from ULTops to QuickBooks and vice versa. Click here for complete QuickBooks Integration details.