Activities: Schedule, assign and manage the tasks needed to move sales orders forward like follow up, artwork proofing, and vendor management.
Presentations:Create beautiful galleries of curated products to make selling easier. Clients interactively review the presentations, which turn into quotes with just a click.
Quotes: Automated business rules contribute to complete, accurate quotes with one-click conversion into sales orders.
Sales Orders: Business automation means sales orders start right and stay right, with fulfillment integration for immediate, efficient processing.
Public and Private Modes: Sales Orders can account for sensitive information like costs and margins, without showing it to the customer.
Addresses: Prevent shipping and billing errors with separate addresses for the customer contact, the shipping address, and the billing address.
Sales Team: Define your team for the sales order including sales rep, service rep, and account manager to define commission splits and who has access to the order.
Line Item Groups: Group products, services, and charges together for logical tracking of production and decoration and a accurate costing.
Line Item Memos: Add notes to individual line items for internal use to be shared with customers and suppliers.
Configuration Surveys: Answer simple survey questions to configure customized products and make sure orders include the necessary details.
Sales Commission: Define tables to automatically calculate, record, track, and pay sales commission, including split commission.
Invoicing Options: Choose to automatically invoice upon shipment, or automatically invoice upon vouching, or manually invoice with pro-forma scheduled invoicing.
Job Costing Options: Automated job costing records the true costs and profits of an order based on vouching, or perform job costing manually.
Prepayments: Record a deposit on a sales order and invoice for the balance later, with accounting implications enforced.
Categories: Define categories and subcategories to logically track offerings and to enforce business rules.
Integrated Product Research: Browse the ASI ESP and Distributor Central product research databases right inside EssentOne. Add products and their details to quotes and orders instantaneously.
Payment Card Processing: Gateways USAePay, Payeezy, and Fiserv (FirstData) allow you to process payments while trusted third parties handle compliance for you.
Payment Terms: Payment terms that you define are automatically enforced depending on the customer, order type, or both.
Product Matrix: Simplify product management and turn dozens of SKUs into one by creating families of products broken down into size, color, or properties that you create.
Opportunities: Forecast future sales with estimated close date and expected revenue while assigning a project team and the next steps.
Opportunity Types: Know what’s driving sales by classifying leads as tradeshow, new business, repeat business, or classifications that you create.
Opportunity Surveys: From qualifying to presenting to quoting to decision making, build the steps of your sales funnel into any opportunity.
Marketing Codes: Know where your successes come from. Track sales orders to their source to determine the ROI of marketing efforts.
Line Item Ship-To: Manage combinations of shipping arrangements on one sales order with the flexibility to ship different items to different addresses.
Line Item Bill-To: Manage combinations of billing arrangements on one sales order with the flexibility to use different invoicing methods for different line items.
Survey Actions: When sales rep or even an end user answers a simple series of survey questions to configure a product, pricing is automatically adjusted for the specifications.
Rebates: Manage rebates for customers, suppliers, or licensing with the accounting automatically handled.
Donations: Manage donations to third parties or charities with the accounting automatically handled.
Scheduled Invoicing: Invoice at any time in the transaction lifecycle with pro-forma invoicing.
Essent is the leading provider of fully-integrated business management software solutions and services for process-intensive industries and the largest trading network for the promotional products industry. The Essent family of fully-integrated products and services combines best practices, business processes, software automation, and network communications to deliver unparalleled, unified business management solutions. Since 1980, Essent has offered the systems, service, software, and support critical to success in today's highly-competitive marketplace.