Virtual Order Entry Tour

The order entry portion of the Directions software will transform your "order takers"  into salespeople with knowledge of both your products and your customers at their fingertips.

When your operator answers a customer's call, they may determine if the customer has previously ordered from the company by searching the customer database.  This search can be performed by customer's name, zip  code, eMail, or telephone number.

Your operator can then review the customer's prior order history and make recommendations based on this history.  The customer may either place the same order or enter a  completely new order.

While servicing customers, your operators must have product information at their fingertips . To accomplish this, the product database is searchable by item number or by item description from within order  entry.  The information returned by this product search includes such things as: color and size options, inventory status, purchase order due dates, technical specifications, ingredients, and special shipping  and packing requirements.

Upsell and Related Items will be displayed for you operator after each item is entered.  These items are easily added to the order.

As the order is being completed, your operator has the option of adding special messages to the order that are directed to either the warehouse picking and packing personnel or to the customer.

Order entry does the following:

• Displays your customer's previous order history.
• Duplicates your customer's previous order with one keystroke.
• Provides your operator with immediate, real-time inventory  information.
• Conducts credit checks for your open account customers.
• Allows your customer to write a personal message for each  order and each line item.
• Captures vital customer information (e-mail address,  business telephone number, etc.)
• Allows your customer to specify separate receiving dates and  shipping methods at a line item level.
• Identifies your existing customers using one of the many  search methods such as customer name, telephone number, zip code, etc.
• Authorizes your customer's credit card.
• Allows your customer to specify multiple shipping addresses  per order.