Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Manages the processing of orders and the invoicing for customers efficiently. The system designed for order processing facilitates the generation of invoices both directly and via automated or manual fulfillment methods. Inventory items in stock can be assigned at the point of order or later during the fulfillment stage. The order entry function accommodates complex processing requirements, such as cross-referencing customer items which enables order placement using the customer's specific part numbers, as well as calculating commissions and prices based on custom-defined rules, offering discounts on individual line items, and managing drop shipments for specific items among other capabilities. Additionally, any partial shipments automatically trigger the creation of back orders to ensure continuity. Invoices can be generated automatically from sales orders as products are dispatched or services rendered, while standalone invoices can also be created without linking to a sales order. Moreover, the system simplifies the process of returning goods by allowing users to replicate the original invoice, thus minimizing manual input. This streamlined approach greatly enhances operational efficiency and accuracy in handling customer transactions.
Description
FinmaxTech helps global firms, including sell-side and buy-side firms, financial services institutions, banks, FCMs and other financial service providers, drive transformation using technology, design and insights. Our suite of products covers derivatives for Electricity, Gas and Oil, Equities, Futures products, Emission products and Options. It has several modules to handle order/execution processing for venues such as TRAFiX. Fidessa. Trayport. Sphirra. Orders can be allocated to internal backoffice systems and tickets issued. Our solutions also include modules for European Confirm Matching with Equias (PDF confirmations), REMIT Reporting (LTID Breach Reporting), REMIT reporting, etc. FinmaxTech's solutions can generate invoices, track payments against them and track write-offs. The solution also handles comprehensive rule engine-based commission and fee calculations.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Oracle Cloud Infrastructure
No
SQL Server
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Based on Implementation
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Accura Software
Founded
1997
Country
United States
Website
www.accurasoft.com/comp_sales_order.htm
Vendor Details
Company Name
FinmaxTech
Founded
2010
Country
United States
Website
www.finmaxtech.com
Product Features
Supply Chain Management
Demand Planning
No
Electronic Data Interchange
No
Import / Export Management
No
Inventory Management
No
Order Fulfillment
No
Order Management
No
Sales & Operations Planning
No
Shipping Management
No
Supplier Management
No
Transportation Management
No
Warehouse Management
No