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AccountMate - Upsell Management Module
AccountMate’s Upsell Management module brings greater flexibility to customer order processing. With it you can maintain a list of accessory or upsell items that are available for sale with other inventory items, view and select these upsell items when processing customer orders and separately track upsell item sales for commission purposes. You can even create a script or provide special instructions that your sales team can use as a guide when selling the upsell items.
The Upsell Management module integrates with AccountMate’s Sales Order, Accounts Receivable and Inventory Control modules.
Upsell Item Selection Window in Transactions
Maintain a List of Accessory Items per Inventory Item
Users can define what accessory or complementary items may be sold along with a particular inventory item. This allows users to boost sales of slower moving products by “piggy-backing” them on faster moving inventory.
Ease in Processing Upsell Item Sales
Users can view a list of upsell items for each line item they are entering into a sales order or invoice. The system also shows the prices for each upsell item and the corresponding inventory quantities to facilitate the sales process. Simply enter the order quantities for the upsell items the customer selects. Then click “OK” and the system will automatically add the upsell items to the original items ordered.
Track Commissionable Upsell Item Sales
Items sold through the upsell process are flagged accordingly on orders and invoices. This information helps users who may want to calculate a separate commission on upsell item sales.
Build Upsell Item Sales Scripts
Special instructions or sales scripts can be set up for salespeople to follow when up selling each item. These instructions or scripts can be entered in a notepad when setting up upsell item records, and are available when the user views the upsell item list from the sales order or invoice processing screen.
Integration with Sales Order, Accounts Receivable and Inventory Control Modules
Integration with the Sales Order, Accounts Receivable and Inventory Control modules enhances their basic functionalities to allow users to:
• Maintain a list of complementary or accessory items that can be sold along with other inventory items
• View and select upsell items when processing orders or invoices
• Create a script that the sales team can use as a guide when up selling these items
• Track the sales of these items for commission purposes
Other Feature
Upsell Item Listing report facilitates review of upsell items set up for inventory items
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Upsell Management Features
- Maintain a List of Accessory Items per Inventory Item
- Ease in Processing Upsell Item Sales
- Track Commissionable Upsell Item Sales
- Build Upsell Item Sales Scripts
- Integration with Sales Order, Accounts Receivable and Inventory Control Modules
- Other Feature
About AccountMate:
Since 1984, AccountMate Software Corporation has provided customers with powerful and flexible accounting and business management software. AccountMate provides the most stable and technologically innovative modifiable accounting solutions for the mid-market. The accounting systems are sold by the module which enables customers to acquire the software they initially need and add modules as their business needs evolve. The availability of source code makes this software highly modifiable so that it can be adapted to any changing business environment.
Software That Fits:
AccountMate is real-time, customizable financial and business management software designed to address the needs of small to mediumsized businesses. It takes advantage of the speed of client/server technology and the latest productivity-enhancing tools in Microsoft’s suite of products to help you better manage your business.
This leading-edge application combines the full functionality of our award-winning AccountMate system with the power of Microsoft’s SQL Server. It offers AccountMate users enhanced investment protection for the long haul with superior scalability, up-time performance, stronger data security and software applications.
A SQL database also optimizes the application’s performance so users can experience uniform highspeed performance—no more system slowdown at the end of your reporting period.