New agile Non-ABL Buy/Sell Functionality…
We’ve expanded non-ABL functionality to include your Buy/Sell business. Upgraded applications include Contact Management, Quote, Order Management, Invoices, Payments, and Reports. That means you can track your buy/sell business from the quote all the way through to the reporting process! We have created a video series to guide you through setting up and processing your Buy/Sell business in less than 20 minutes!
Here are changes you will notice in Contact Management relative to the Buy/Sell functionality:
Contact Management
- Buy/Sell setup for non-ABL manufacturers on the Rep Specific tab
- Rebranding Buy/Sell on printouts
- Buy/Sell short name and display name for rebranding
Here are changes you will notice in agile Quotes relative to the Buy/Sell functionality:
(Don’t see the video? Click here to launch video in new window.)
Quotes
- Buy/Sell line types
- BUY – Buy/Sell regular
- BMC – Buy/Sell miscellaneous
- BFT – Buy/Sell freight
- BTX – Buy/Sell tax
- Cost field for regular Buy/Sell line to record the price you are paying for the item
- Totals splits commission lines from buy/sell lines under each manufacturer and the grand total
- Customer Quote and Manufacture Breakout printouts reflect Buy/Sell rebranding
Here are changes you will notice in Order Management relative to the Buy/Sell functionality:
(Don’t see the video? Click here to launch video in new window.)
Order Management
- Buy/Sell line types
- BUY – Buy/Sell regular
- BMC – Buy/Sell miscellaneous
- BFT – Buy/Sell freight
- BTX – Buy/Sell tax
- Cost field for regular Buy/Sell line to record the price you are paying for the item
- Totals splits commission lines from buy/sell lines under each manufacturer and the grand total
- All printouts
- Include BMC, BFT, BTX lines
- Reflects any rebranding
- Manufacturer Purchase Order printout (new for all non-ABL orders)
- Agency as Sold To/Invoice To instead of customer
- Display/hide Distributor PO and Quote Number
- Order Confirmation and Order Status printouts
- Remit To as agency
Here are changes you will notice in Invoices and Payment relative to the Buy/Sell functionality: (Don’t see the video? Click here to watch video in new window.)
Invoices and Payments
Invoices
- Narrow search for orders to Buy/Sell orders only Invoice printout
- Include BMC, BFT, BTX lines
- Print Lump Sum Pricing instead of line item pricing
- Add special terms or conditions to printout using the Invoice Terms textbox
Payments
- Distributor selection filters to Buy/Sell invoices
Here is new functionality now available in Order Management and Invoices relative to the Buy/Sell functionality:
(Don’t see the video? Click here to watch video in new window.)
Returns (in Order Management) and Credit Memos (in Invoices)
Returns (in Order Management)
- Record returns for Non-ABL lines
- Switch between returns using the dropdown
- Return Types: Return Authorization or Request Return
- Update quantity and return reason
- Return terms
- Add return instructions
- Return location populated from dropdown or manually entered
- Agency, manufacturer, or manually entered
- Add notes to printout
- Add standard notes
- Email delivery
Credit Memos (in Invoices)
- Record credit memos for non-ABL returns
- Record with or without return lines
- Automatically seeded credit memo number
- Edit status, credit amount, commission amount, credit commission paid, credit date, and reason
- Link to a Payment
- Link an invoice and credit memo to a payment
- Total DSP adjusted from invoice amount by credit amount
- Link an invoice and credit memo to a payment
Here are changes you will notice in Returns and Credit Memos relative to the Buy/Sell functionality:
(Don’t see the video? Click here to watch video in new window.)
Reports
- Majority of reports reflect Buy/Sell data
- Excludes “ABL only” reports, the Payment Summary report, and sales reports in the Principle folder
- Buy/Sell manufacturer displayed as the agency with the actual manufacturer in parentheses
Here are changes you will notice in Reports relative to the Buy/Sell functionality:
(Don’t see the video? Click here to watch video in new window.)