Fortuna – In Tune with your Customers
Fortuna Dynamics provides the following functionality relevant to the shop floor and customer services. For a datasheet containing full details of Fortuna’s functionality, contact us.
Customer
Customer details are stored for as long as you want. Fortuna Dynamics keeps a complete history of all dealings with the customer, not only sales orders, but any after-sales activity, correspondence, time of sales, etc. Fortuna Dynamics has powerful search facilities to locate the customer details rapidly at sales order entry time. It also has a duplicates check. VIP customers can be flagged for special attention. Demographic information can be used in marketing campaigns, and customer communication preferences noted.
Interactive Sales Order
Whilst it is still feasible to operate a manual order pad in the showroom (and then key in the details later to Fortuna Dynamics), it is recommended that the interactive Fortuna Dynamics Sales Order is used via screens located in strategic positions within the store. There are many benefits of interactive dialogue with the customer during the buying process, including capture of demographic information, email addresses, financing, and guided selling prompts.
Post Code Lookup and MSN Maps
Automated retrieval of UK addresses based on Post Code (nb requires customer licence from Royal Mail). No need to key in the full address for new customers. The sales person can see where someone is located if not familiar with the area.
Range Selection
Products are added to the sales order via the Range Selection screen. The user doesn’t need to know codes or even suppliers to find the right products. The options presented include not only what is in stock but what the catalogue options are. The retrieved list will show current prices and stock availability including incoming PO’s and allocations. Variants of the product can also be viewed. New variants not already in the list can be added ‘on the fly’.
Additional Charges
Fortuna Dynamics has a user-definable Resource List which can hold various charges for fitting, inspection, removals, etc. These will be included in the order total inclusive of VAT, and can be analysed separately if required.
Delivery Charge Management
Based on customer’s delivery address postcode, linked to van routes via a ‘postcode mask’ each of which holds a default delivery charge. Ensures that this is not missed, but also allows for zero delivery charges
Delivery Instructions
Amendable delivery instructions per sales order, viewable on screen, printed on delivery notes.
Order Confirmation/Invoice/Payment
An Order Confirmation/Invoice can be printed upon order completion. Deposits, Finance Arrangements and Full Payment can all be managed in the Order Entry Process.
Sales Order History
The user can get a complete picture of all activity linked to the sales order from the one screen. This includes (with permissions) purchase orders, purchase invoices, product details, deliveries, returns, replacements, and all financial elements.
Import
There are standardised facilities to automate the upload of Product Catalogues from suppliers and or buying groups.
Item Categories
All items can be categorised from high-level e.g. Bedroom, down to sub-categories e.g. Beds, Bedroom Furniture, etc.
De-Branding
Own brand names can be assigned, with supplier brand names hidden from general view.
Catalogue vs. Stock
By using the lookup facilities in Fortuna Dynamics, the system can be set up to hold stocked items as product codes but also provide visibility to the salespeople etc of all the catalogue options. Using the Variants enables the salespeople to select and/or create specific variants as needed.
Range Enquiry
The ubiquitous Range Enquiry provides a wealth of information about the products, from supplier details to range lists to pricing and stock availability. A Variant-level lookup is also available.
After Sales Records
A complete module for After Sales Service starts with recording the customer’s complaint/enquiry. Details can be retrieved from the original sales order. Various analysis codes can be assigned, e.g. nature of fault, reasons, responsibility, and inspector.
Progress Tracking
A full history of dialogue and formal correspondence with the customer can be recorded. Next Actions can be recorded, and trigger reports produced.
Mail-merge Letters
A standard pack of template letters is provided, and this can be added to, forming a library of templates for the user to choose from. Examples include: Acknowledgement Letter, Inspection Report.
Technician Visits
Details of planned visits and results can be recorded.
Returns from Customer
Returns from customer’s premises can be organised via a Sales Return document and Credit note if applicable.
Repairs
Repairs can be scheduled and monitored, and the repaired item included in a forthcoming van run.
Replacements
Replacements can be chosen, either as an exact match or something of similar type. This is recorded as a new line on the original sales order, providing continuity. Replacements can be scheduled in a forthcoming van run.
