Work Less with Sales Workflow Automation.

Order 2 Cash

Create risk free Orders with current eligible offers by giving a view on customer's credit health. Resolve duplicate orders, get informed accurately on inventory while placing orders, reduce backorders and invoke special pricing, if applicable and track order status. Customize invoice formats, get time to focus more on exceptions and fixes, while the other routine flows as per rules powered by Bizgaze.

Preconfigured Workflow

BizGaze think-tank considers all your business issues and needs, involving all the key roles involved in this workflow, across entities giving them an edge on a single platform. Apps/ Data accessible and permissions as per configurable privileges assigned to each role in every entity in the ecosystem ranging from sales executives, sales managers, Account Executives, Account managers, Customer Service Manager, Marketing Executives, Marketing Managers, and Admin roles.

Stakeholders Involved

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Preconfigured Rules

BizGaze executes or supports decisions based on your business rules keeping the roles concerned in the loop for transaction submissions, approvals, consultations, or keeping informed. The platform reacts and drives transactions based on stakeholder behavior like allotting credit limits, applying campaign offers, resolving conflicts, and other Data matrix, etc.

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Credit Limit
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Price Code
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Order Approval
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Campaign
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Payment Term

Pre-Configurable Tasks and Notifications

Some Pre-Configurable tasks and notification triggers include but not limited to

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  • Notification to Sales Manager when Order is created
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  • Notification to Customer Service Manager/Incharge when GRN is Created
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  • Task to Sales Manager when order is sent for Approval
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  • Notification to Sales Person/User when Invoice is Created
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  • Notification to Warehouse team and Sales Person/User When Order is Approved
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  • Notification to User and Account Manager when receipt is Created
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  • Notification to Sales Person/User When Order is Rejected
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  • Notification to User and Account Manager when receipt is Confirmed
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  • Notification to User and Account Manager when receipt is Rejected
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  • Notification and SMS to user, Salesperson and Sales Manager when cheque is Bounced

Salient Features

Offline Ordering

Never miss an opportunity to place an order due lack of Internet. Seamless order capturing Anytime and anywhere independent of connectivity.

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Prioritize your Orders

Future order can be created and alerts issued to submit the order for processing prior to the date required. Priority can be assigned to an order based on the situation, a priority order has a natural precedence over other orders.

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Credit Health

Initial credit limits automatically assigned from configured credit rules and auto-revise credit limits based on credit performance over a period of transacting measured w.r.t configurable credit rules.

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Avoid BackOrder & Duplicates

Map the existing sales order with a special purchase order 2 fulfil the deficit if any, in the previous delivery.

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Offer Visibility

Event triggered CRM workflow reflecting stage of the opportunity without need for manually updating the stage transition. Thus saving time and effort of CRM users.

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Special Pricing

During ordering system fetches special price from the price catalogue and applies the that price to the contact or the group of contacts if they are tagged with 'special-price engine'.

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Bulk Ordering

Increase various item quantities in one go inside the cart, from the preloaded list of a single window. This allows to place orders of various times in multiple numbers from the list in a single click.

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Order Approval

When order is placed notifications are triggered and tasks auto generated to the stakeholders concerned. Exceptions trigger the approval workflows like exceeding employee leverage percentage, credit limits, Overdue invoices, or bounced cheques

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Intelligent Order Processing

Access to Realtime knowledge of one's own incentive scores and shortfalls was a challenge for the distributors earlier, but now with BizGaze's Offer Management dealers can view their scores and the shortfalls get suggested to maximize from the deal at that point of time by placing orders.

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Invoice Automation

As DC is created keeping in view of the stocks availability, invoice is generated automatically in retrospect based on the quantities shipped in the DC and rest of the details are propagated from the order details.

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E WayBill Integration

BizGaze complies with government regulation of generating e Way bills based on the value of the invoice when exceeds the stipulated value.

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Custom Templates

One Invoice content many formats. Create custom Invoices in many design formats as per your business needs, from a wide range in the Invoice templates library.

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Dashboard

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Third Party Integrations

BizGaze enables robust integrations with third party apps and services.

Areas of ROI

Unified process and communication among all business functions.

Elimination of unwieldy manual repetitive tasks and data entries.

Reduce DSO (Day Sales Outstanding).

BizGaze helps in placing orders at ease, giving you the first hand information by considering all applicable parameters.

BizGaze quick notification mechanism helps in reducing time taken in approval process.

The system provides Automated KPIs at single place for all stakeholders.

BizGaze's smart offer management system helps automating the payout process.

With BizGaze user can generate E-Way bills swiftly with a single click.

With BizGaze offline mobility services users can place orders even if the internet is not available.

Live tracking of each order & inventory placed by the customer gives you that extra confidence. .

Bizgaze helps you to generate taxation report/GST reports automatically at your fingertips.

Credit notes adjustment is way too simple now, while generating new invoices.

Areas-of-roi

Business Challenges

Placing an order is one of the most common problems faced by a customer. It confuses a customer as they must evaluate multiple scenarios before ordering.

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When an order is placed, its approval or acknowledgement is always awaited which annoys the customers if the wait is too long.

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To keep a track on KPI's and achievements of the customer manually is impossible as it involves a lot of communication, an eye on their billing history, payment terms etc to arrive at performance evaluation.

businesses-challenges

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Sales Return 2 Credit Note

A credit note or credit memo is a commercial instrument issued by a seller to a buyer whenever goods are returned, it also acts as a source document for the sales return journal. With BizGaze one can manage the entire credit note management cycle effectively.

Preconfigured Workflow

BizGaze think-tank considers all your business issues and needs, involving all the key roles involved in this workflow, across entities giving them an edge on a single platform. Apps/ Data accessible and permissions as per configurable privileges assigned to each role in every entity in the ecosystem ranging from sales executives, sales managers, Account Executives, Account managers, Customer Service Manager, Marketing Executives, Marketing Managers, and Admin roles.

Stakeholders Involved

connected-stackholders-img

Preconfigured Rules

BizGaze executes or supports decisions based on your business rules keeping the roles concerned in the loop for transaction submissions, approvals, consultations, or keeping informed. The platform reacts and drives transactions based on stakeholder behavior like allotting credit limits, applying campaign offers, resolving conflicts, and other Data matrix, etc.

Pre-Configurable Tasks and Notifications

Some Pre-Configurable tasks and notification triggers include but not limited to

  • task-icon
  • Notification to Account Manager on Sales Return
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  • Task to Account Manager for Credit Note Approval
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  • Send notification to warehouse manager on Quality check of Inventory.
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  • Send Notification to customer on approval of Sales Return.
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  • Send notification to Account Manager on Credit Note utilization
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  • Send notification to Sales Person on updating of credit health.

Salient Features

Auto Stock updating

System automatically generates both DC for return stock and credit note for the customer which is reflected immediately in the Ledger statement.

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Refresh of Wallets

Based on the customer's billing, wallet points or credit notes will be automatically generated

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Inventory Quality Check

Sales returns mapped to the invoices and post quality process inventory levels increase automatically reflecting the added stock.

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Dashboard

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Third Party Integrations

BizGaze enables robust integrations with third party apps and services.

Areas of ROI

Reconcile credit note seamlessly in receipt or directly in invoice with a single click.

Partial sales returns are no longer a headache as the prices and quantity are visible at the time of return.

Forget the risk of wrong values input for multiple fields in a Sales Return, as once you raise the return, the dates and referral numbers will be automatically represented for that invoice.

Automated credit note generation for sales return helps keeping a lot of manual work away and shrinks the possibility of errors.

FOC items or offer points will be automatically calculated back in case of return, which is a big stress reliever.

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Business Challenges

Inaccuracies in creating credit notes can lead to wrong adjustments either in excess or in shortage in exchange of sales invoices which have both tangible as well as non tangible implications.

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If manual data entry is involved in each step, there's an increased possibility of errors, which can lead to incorrect calculations, incorrect payments, and a cumulative negative domino effect on business finances.

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If Partial sales return is happening for an invoice there are chances of mismatched value and volume when done manually.

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