Sales & Customer Management

Manage your sales activities and customer relationships with QuickBooks Enterprise Solutions. Give your sales team the tools and information they need to service your customers - even when working from a remote satellite office.

Key Features:

• Track Hundreds of Thousands of Customers
  
• Find Key Customer Information Instantly
  
• Create & Send Estimates, Sales Orders, Invoices
  
• Apply Different Units of Measure on Sales Orders
  
• Available to Promise
  
• Manage Multiple Customer Addresses
  
• Set Custom Pricing & Billing levels
  
• Apply Payments & Calculate Sales Tax
  
• Design Professional-looking Forms & Customer Correspondence
  
• Connect Your Sales Force Remotely
  
• Easier Setup and Improved Integration with TrueCommerce EDI
  
• Easily Manage Work Completed in the Field

Track Hundreds of Thousands of Customers
Give your business room to grow with the capacity to add and track hundreds of thousands of customers, vendors and employees. That's more than six times the capacity of any other QuickBooks product.

Find Key Customer Information Instantly
The Customer Center puts all your important customer details in one simple screen.

• See all your customers and exactly what they owe.
  
• Click on a customer's name, and immediately see their entire transactions history (estimates, invoices, received payments, and more).
  
• See all customers' pertinent contact information (phone number, fax number, and payment terms).
  
• Filter customers to see just active customers, or ones with an open balance, or create a custom filter.
  
• View a list of customer transactions, such as open invoices or received payments, for all your customers in one screen.
  
• Find any customer transaction like invoice, payment, etc. and click through to the actual form without running a report or using the "find" function.

Create & Send Estimates, Sales Orders, Invoices
Create estimates and invoices in seconds and email them to your customers right from Enterprise Solutions.

• Duplicate and edit previous estimates to create new ones without rewriting all the details.
  
• Generate sales orders from estimates with one click to track customer orders.
  
• Instantly turn sales orders into purchase orders or work orders for your production floor.
  
• As you ship, turn estimates into invoices for all or part of any sales order.
  
• Turn any estimate, sales order or invoice into a PDF and email it to your customer.
  

Apply Different Units of Measure on Sales Orders
You may buy the same item in one unit of measure, stock it in another, and sell it in yet another. Enterprise Solutions can automate the conversion from one unit of measure to another as the item moves through your business, helping you avoid costly mistakes. With a click, you can instantly convert from cases to pallets, or whatever units of measure you define. The correct units are then printed on invoices, purchase orders, sales orders, pick lists, and packing slips to help streamline your workflows and enable you to easily buy and sell products in precisely the way your vendors and customers prefer.

Available to Promise
Boost customer confidence and satisfaction by quickly making better decisions on allocating your inventory. The Available to Promise feature puts important inventory data on one simple screen.

• Easily drill down to see details on which customers have ordered the product, or view open purchase orders that have been placed with vendors.
  
• Estimate ship dates for backordered items more realistically.
  
• "Borrow" items that have been committed to another customer in order to ship to a preferred customer.
  

Manage Multiple Customer Addresses
Add multiple customer shipping and email addresses to make tasks like shipping and invoicing easier than ever before.

• Store up to 200 shipping addresses per customer.
  
• Store multiple e-mail addresses per customer.
  
• Set default "copy" (cc) and "blind copy" (bcc) email addresses by customer.
  
• Set companywide default email addresses to pre-populate these fields.
  
• Set Custom Pricing & Billing Levels
  
• Fine-tune your pricing structure for up to 100 types of customers or programs. Link a price level to any customer and Enterprise Solutions automatically applies the correct discount to estimates and invoices.

Service related businesses will benefit from the ability to bill out employees at different rates. You can vary rates by client and service, for even more flexibility. After you've set up your rate levels, Enterprise Solutions applies the right rates to estimates and invoices automatically.

Apply Payments & Calculate Sales Tax
Enterprise Solutions automatically tracks every invoice until it's paid.

• Apply received payments or credits to one invoice or several in a few simple steps.
  
• Apply the correct sales tax on sales forms such as invoices and track sales tax and non-taxable sales automatically.
  

Design Professional-looking Forms & Customer Correspondence
Easily design and use custom forms, such as estimates, invoices and sales orders. Choose from more than 100 pre-designed, professional-looking forms and customize them to look and work just the way you want. Add your logo, create and use custom fields, and set fonts and colors. The auto preview feature allows you to customize your forms in real time so you know how they will look before you print them.

• Add tinted boxes, round-cornered boxes, your logo and other images.
  
• Add "boilerplate" text, such as terms and conditions.
  
• Add boxes for news, such as policy changes or sales events and more.
  

Connect Your Sales Force Remotely
Unify remote workers and satellite offices with a high-performance, "real-time" link to your QuickBooks data. Enterprise Solutions works with Microsoft Windows Terminal Services to allow password-protected access by authorized users. Remote users get top performance because processing takes place on your server, not their PC. From the moment they log on, they're valuable members of the team - whether they're onsite or offsite.12

Easier Setup and Improved Integration with TrueCommerce EDI
Save time while meeting customer requirements with a comprehensive Electronic Data Interchange (EDI) solution from TrueCommerce.9 EDI is the most widely-used form of business-to-business electronic commerce, and it is often a requirement of doing business with large organizations like Wal-Mart, General Motors or the federal government.

Integration with TrueCommerce EDI is easy and reliable. You can quickly setup and start using it right from within Enterprise Solutions. More than just email, TrueCommerce EDI lets you import and export important information directly to and from Enterprise Solutions, providing an efficient and scalable way to automate order processing and address the growing demands of your business. And if you ever need help with your customer information or transactions, you have access to free, unlimited phone support from knowledgeable EDI professionals.

Easily Manage Work Completed in the Field
Field Service businesses can now efficiently manage workers and their work in the field with Worktrack Service Management, a web and wireless field service management system. It helps businesses deliver great customer service and increase revenue by improving workflows, eliminating manual errors and creating efficiencies in the office and the field.

WorkTrack integrates seamlessly with QuickBooks Enterprise via the web and is the preferred Service Management Solution for mid-market customers. A FREE dispatcher seat license of Worktrack Service Management is available to all QBES users with an active FSP.