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 Scheduling, you can allot resources such as equipment, technicians and fixed assets dedicated to corresponding work orders to spend their time on activities that add greater value to your organization. You can schedule and track the status of the resources via Work Orders for the materials that are automatically issued with maintenance schedules. Plus, it gives global visibility of the resource’s location and usage. And it minimizes unnecessary resource errors or repairs caused by irregular schedules. It provides comprehensive, complete and accurate cost data to support decisions related to the resources. With a new user-friendly calendar UI for scheduling, it's simple to create unlimited events and resources with drag and drop functions.
Customers are increasingly expecting self-service access to accurate information, rather than making calls or sending emails. With Portal access, your customers can place orders online from store front and or at retail shop. Customer Portal is on-duty 24 hours a day, every day. Even when you're not available, your customers can access the information they want. The web-based Customer Portal is accessible via the internet on Mobile devices, Laptop and Desktop computers. Mobile-friendly UI with an option to switch between GRID and LIST view ease the order placement. It builds stronger relationships by giving customers real-time access to products and items empowers them to make their operations more successful. Putting your customers in control of information increases their customer satisfaction and improves customer retention. The customer Portal can group customer specific products/items into multiple warehouses for various customer base industries.
With ULTops Enterprise Resource Planning (ERP) you can to track materials’ stocks and handle their consumption at each customer site or store locations. Capture all field service content electronically. Eliminate paper and manual process inefficiencies. Automates self-service entry and management approval of time and expenses. Allow store or site manager to add and restock materials received from supplier or store-to-store or site-to-site transfer via customer Portal. Consumptions and usages for each material are recorded to avoid store or site mishandling. Track onsite materials per location and alerts management in advance for procurement or error in mismatch. Provides an option to upload the POs, invoices, receipts, images and more... Click here for complete details.
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.
ULTops is an approved app for QuickBooks application. 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.