A SALESFORCE CRM ADD-ON
FOR
ORDER FULFILLMENT AND INVENTORY MANAGEMENT
You started with CRM, it changed the way you conduct business, in fact,
you now have more customers, more employees, and more of everything!
You realize the power of this platform, where access is everything,
controlling your data is more critical today then ever before.
Expand Salesforce CRM, into an advanced business tool that bridges the
entire enterprise, small, medium or large, into one seamless integrated tool
of well designed processes, let Matrix velocity deliver the results we know
you need!
- NOT SO SIMPLE, IS IT?
We all know how to take an order, we just don’t get it fulfilled 100% of the time and 100% accurately!
I know you’ve been that guy on the right...
Our design team built Matrix velocity right into Salesforce CRM, and in such a way, you don’t know where Salesforce stops and when Matrix starts! Not only did we keep it simple, we made it smart! From one step to the next, you will achieve the 100%, you and your customers desire.
The fulfillment process, is unlike any other, it’s symphony of commonsense! Process orders, return merchandise from your customer, create purchaser orders that relate to the order and track all customer transactions including serial and lot numbers with confidence!
Doing it right the first time, priceless!
FULFILLING THE ORDER
TAKING THE ORDER
With CRM, start at the Opportunity, convert it to a Quote and when you’re ready, convert it to an Order. Or just create an Order and begin the fulfillment process with workflow notifications that will please all your customers.
FULFILLING THE ORDER
At a glance, see what’s in stock and where. Fulfill from your inventory or drop ship from your suppliers or do both from one order. Give your customers the confidence needed and turn them into believers “You can take an order and fulfill it, 100% of the time!”
MANAGING INVENTORY
THE POWER OF MATRIX
VELOCITY & SALESFORCE
There is nothing better than having information at your finger tips, especially when it comes to serving your customers. Imagine, your sales staff viewing what items are in stock, and on order. Imagine
your customers response to workflow notifications throughout the entire fulfillment process.
Seamlessly manage your customers experience with Matrix by empowering the team to deliver that 100% customer experience.
SALES ORDER
MATRIX CRM
Sales Orders - Create an opportunity, convert to a quote and to the final order for fulfillment. Or just create
an order to be fulfilled. Look up stock locations and item quantity on-hand while taking the order. Check for historical pricing on past orders. Track your profitability on each order and use the approval process for discounts and quality assurance on each order. Look up UPS freight cost and accept prepayments.
It’s In There Not so Much
Quick OrdersTM - Field order processing - Fulfill an order from a remote inventory location using a
barcode scanner. At close of the quick order, inventory is debited, the order is closed and an invoice is created without the need of the warehouse pick, pack and ship process. Manage all remote inventory location by items and item history.
It’s In There Not so Much
Standing Orders - Create a volume purchase agreement or job site order for products that a customer
agreed to over a period of time. Fulfill as needed and track item quantities shipped and remaining. Create price escalators on item if not delivered by specific dates. Can be used for pre-staging a deployment of items/SKUs.
It’s In There Not so Much
Subscription Billing - Set up weekly, monthly, quarterly, semi annual or annual billing. An order is
automatically created with a workflow for fulfillment. When the order is created an opportunity is created as well to forecast forward. Items can be added at anytime throughout the subscription process without interruption. Great for maintenance agreements, professional services, or long term deliverables.
It’s In There Not so Much
Price Book View - When adding items to an order, search by 7 assignable tags, view quantity on-hand,
availability, on-order and allocated at any inventory location. View last price sold, edit quantity, sales price, description, discounts, and cost of goods. View total discounts, total price and total profit margin.
It’s In There Not so Much
ORDER FULFILLMENT
MATRIX CRM
Order Fulfillment - Fulfill order line items from multiple warehouse locations, and or create purchase
orders to suppliers for drop shipment on the same order. Ship to a staging location for pre-configuration and complete fulfillment, all managed from one order.
It’s In There Not so Much
Ship Staging - Print pick tickets, verify pick quantity and capture serial and lot numbers. Print packing lists
for shipments. Fully integrated to UPS World ship.
It’s In There Not so Much
Purchase Orders - Create purchase orders to suppliers. Track cost of goods by item. PO’s can be
created for drop ship or ship to a warehouse location for stock. Receive vendor invoices against purchase orders, track payments along with other AP features.
It’s In There Not so Much
Receiving - Receive items against purchase orders, and RMAs. Capture serial and lot numbers using bar
codes at the point of receipt. Receive in batch mode for SN and Lot ID.
It’s In There Not so Much
RMAs - Create returns from customers or vendors. Issue RMA’s by case to work-orders, Invoices, and
purchase orders. All Inventory is automatically managed in the customer asset history and inventory locations. Track vendor credits and customer credits.
INVENTORY MANAGEMENT
MATRIX CRM
Inventory Locations - Create unlimited locations for inventory to fulfill from. Create pre-config and service
returns locations. Transfer inventory from one location to another. Receive finished goods from
manufacturing or assembly. View all transactions associated to the item and location, such as Orders, Purchase Orders, RMA’s and Pick Tickets. Track quantity on-hand, allocated, on-order, available and in quarantine.
It’s In There Not so Much
Item Management - View quantity on-hand of each item, the allocated quantity, and the available quantity
to fulfill the orders. View open purchase quantity on order or if any items that are in quarantine associated to an RMA. Track serial number and Lot numbers associated to products with expiration dates.
It’s In There Not so Much
Mobile Bar Code Inventory Lists - The “Point of Sale Order” feature simplifies mobile reps order entry, just a couple of scans and the entire fulfillment process is complete down to the invoice. Print out the product code and serial and lot numbers in a bar code format for quick access and order processing.
It’s In There Not so Much
Product Lists - The products detail page has extensive options per part number: Product Name, Part
number, Product Description, Preferred Vendor, Manufacturer, Product Code, warranty with expiration, COG and date, taxable, serialized, non-inventory item, this list goes on.
It’s In There Not so Much
Product Search - Extensive drop downs search by Product Category, Product Family, Product Group,
Product Type or search by manufacturer on each item. Search by user definable fields.
It’s In There Not so Much
Financial - Select if the Product is Taxable, Serialized, or a Non-inventory product like labor or
professional services. Enter the last COG date and the cost.
It’s In There Not so Much
Product Warranty - Set warranty duration and time along with warranty description on a per item basis.
Warranty begins when the items are invoiced.
It’s In There Not so Much
Price and Price Book - Assign items to a price book, set your sale price per item. Multi currency
supported. Create price books per customer or product line. Use price book for specials of the month.
It’s In There Possibly
Account Management
MATRIX CRM
Account Information - Set up default terms and conditions, Freight, Sales Tax, exemption, and credit line. It’s In There Not so Much
PDF Notes & Footers - On system generated PDFs, such as Orders, Purchase Orders, and Service
Orders, additional information can be added from the account for default notes and footers. When you create a PDF the note or footer will display on the bottom of the document. Example: Note = “Thank you” Footer = “Invoice to follow”
It’s In There Not so Much
Assets List - From the asset list, view serial numbers, Lot ID, asset name, the order associated with the
asset, the warranty status and RMA’s. You can drill down to any asset and view the transaction history.
It’s In There Not so Much
Ship Sites - These are additional locations such as branch offices or remote asset locations. Rather than
having many of the same companies with different addresses, you can have Corporate Headquarters, with many branch offices. Each ship site tracks all assets shipped to that location with serial number, order, asset name and warranty.
It’s In There Not so Much
System Wide Access - From the account page, you have access to the Matrix features and CRM
features. Account detail, Matrix information, Vendor information, Notes and footers, RMA’s, Assets, ship sites, opportunities, quotes, orders, invoices, standing orders, automated orders & opportunities, credits, cases, pricebooks, contacts, contracts, history, notes and transactions.
Accounting & Finance
MATRIX CRM
Invoice - Invoices are generated at the close of an order. Track freight, Taxes, special fees, and the order
associated, case/service order if applicable, payment status i.e. partial or paid in full, create RMA’s, credits memo’s, view or edit line items, email PDF of invoice.
No Doubt! Not so Much
Accounts Receivable - From the invoice, receive payments by individual invoices, by the account or by
the order. Select a transaction type, payment type, and allocate payments or credits to invoices. Accept payments in full or partial. Accept pre-payments with orders before invoicing.
No Doubt! Not so Much
Purchase Orders - Receive vendor invoice, verify the quantity ordered to quantity received and quantity
billed. Verify the serial and lot number captured and the serial number on vendor invoice.
No Doubt! Not so Much
Accounts Payable - Keep track of payments on vendor invoices to include partial payments and
remaining balance. Apply credits memo’s from vendors to vendor invoices.
No Doubt! Not so Much
Credits - Issue credit memo’s for returned items or credits for advertised specials with a date range
expiration. Issue credits against line items by way of RMA on invoices and purchase orders. Issue “good will” credits to an account with expiration date range directly from the Credit Memo option.
No Doubt! Not so Much
RMAs - Issue inbound RMAs to your customers. Create outbound RMAs to Vendors. Track vendor RMA’s
and credits by PO and customers credits by invoice and PO. Track RMA,s on Cases by third party repair.
No Doubt! Not so Much
Case to Service Work Orders
Matrix
CRM
Case management - Create a case for general support, track time and automatically create an invoice for
services rendered.
No Doubt! Not so Much
Case to Service Work Orders - After creating a case, add case items form the customer asset history or
add new items on the fly, with and without serial numbers. If item (s) is covered by a maintenance agreement, the case item will indicated it is covered.
No Doubt! Not so Much
Time and Material on SWO - Add labor, parts, and other items to SWO for billing. Manage multiple case
item assets on one SWO and bill out labor and parts used by each case items on one invoice.
No Doubt! Not so Much
Parts Inventory - Manage all customer service returns using RMA’s on case items. Manage mobile and
remote parts locations for field service. At the close of a case, fulfill the SWO and automatically debit parts usage and inventory. Track all serial numbers associated to parts and customer inventory.
No Doubt! Not so Much
Warranty - Track warranty periods by customer asset history by product. When adding a case item to a
SWO view if items is within warranty status.
No Doubt! Not so Much
MAINTENANCE CONTRACT and RENEWALS
Matrix
CRM
Maintenance Agreements - Add customer purchased assets to agreement lists, serialized andnon-serialized. Track manufacturer warranty on each item. Set automatic renewal duration and billing cycles, Add or remove items as needed. Add non purchased item to agreement list and customer asset history.
No Doubt! Not so Much
Workflow Alerts - Send account managers contract renewal alerts prior to expiring. Set up workflow rules
to send customer renewal agreements prior to expiring.
No Doubt! Not so Much
Profitability - When creating cases, track all parts and labor usage on items that are under maintenance
for profitability per agreement.
