Sales Force Automation (SFA) For Metals Companies

Verticent offers a SFA application with a broad range of functionality required by salespeople in today’s metals companies, while maintaining full integration to the rest of the Verticent ERP suite.  In addition to managing contacts, activities and campaigns, SFA also allows a salesperson to view past customer orders and quotes.

Quoting & Order Management Software for Metals Companies

Verticent quoting and order management software is designed for the unique requirements of the metals industry.

A sales representative can quickly look up information about a customer’s past quotes, orders and current credit status. 

Within a quote or a sales order, multi-step routing, outside processing, customer specifications and packaging requirements can all be entered.  

Sales Order Configuration

Verticent’s unique Configurator functionality allows for the pre-creation of order and routing templates based on product profiles such as coil, sheet, tube, etc.  For example, when Service Center XYZ takes an order for slit coil, specifications and options will be displayed unique to the requirements of coil slitting, such as max coil weight and max lift weight.  The ability to create these kinds of templates reduces data entry requirements and the risk of error at data entry.  Once an order has been taken, the Configurator also automatically indicates routings and bill of materials for this specific type of order.  This information is automatically passed on to Capacity Planning and Optimization utilities within the Verticent suite. 

Material Optimization

Another unique advantage of the Verticent application is the Optimizer.  The Optimizer evaluates and nests order demand against available inventory and presents the most efficient material usage for maximum yield, least amount of material handling and most effective remnant creation.  Margin and yield information are then displayed back to the sales representative.    

Capacity Planning

The Capacity planning utility computes the earliest capable to promise date based on current order demand and work center availability and displays information to the sales representative.  This information can then be shared with the customer. 

Pricing

Pricing can be calculated in hundredweight, piece, foot, square foot and many other units of measure unique to the metals industry.

Data Exchange

Sales order and shipping information can be communicated to customers via EDI, email, or fax.   Verticent’s application may be integrated with many of the popular EDI transport services.  Additionally, information may be received via flat file.