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Evolve handles the full management of your sales process, from prospect to quoting, through to order and shipping/invoicing. A wealth of tools enable users to easily assess the status of orders in the system, and to effectively manage the entire data flow. A few of the module highlights are listed below.
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Track all data on your customers, including multiple addresses and contacts
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Set up flexible price lists by item/customer/group
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Easily communicate quotes and invoices to customers via fax or e-mail
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Single-click conversion creates an order from a quotation
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Issue purchase requisitions for short inventory items directly from your sales order
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Use marketing tools to broadcast messages to prospects
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Automatic calculation and posting of taxes
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Once the sale is done, Evolve provides excellent tools for managing receivables and collecting payment. Some of the features in this area include:
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On-line aging tools enable users to assess balances and directly drill down to view the
supporting detail - follow up calls can be made while viewing the source invoice and recording
notes about the conversation
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Produce back-dated aging reports that balance to the G/L on the “as at” date - no more filing month-end
hardcopies
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Easily process incoming and outgoing payments, including partial amounts or cheques that pay
multiple invoices
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Easily reverse any payment that was posted in error, which will automatically reverse
invoice applications
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Sample Screenshots
Click any screenshot to view the actual image as it was captured within Evolve.
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Set up your customers using any numbering system you'd like - manually assign or auto-number. Store full address information, tax setup, comments, multiple ship-to addresses, multiple contacts and more.
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A common interface for quotes and orders streamlines the learning process for users. Set up an unlimited number of line items on a quote. Enhance the appearance using paragraph-form comments and divider lines. Built-in subtotalling facilitates clear communication of pricing structures.
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A single function creates an order from a sales quote. If some lines are not selected, mark then as rejected to prevent them from moving to the order.
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Again, the consistent interface between quotes and orders eliminates confusion. Easily manage orders and ship/invoice them in partial amounts if needed - a statusing system provides a quick indicator as to the order state.
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Right from the Sales Order screen, assess the inventory status for items and create requisitions if needed.
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Schedule orders and assign resources (people, machinery) using on-line availability tools.
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An online aging tool highlights past-due amounts using a colour-coded system. Simply click beside any balance to see the open documents. From one screen, users can identify balances, open source documents, and call customers to record comments.
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