ACCOUNT & RETAIL SALES
Sales are the lifeblood of any trading company. Therefore the ability to provide targeted sales effort, deliver swift customer information and aid simple order processing is critical to generating those results.
BUILD A BASKET OF ITEMS TO SELL
Add products to a basket from text and category searches, or product lists and records round the rest of the system. Then quickly turn into retail or full sales orders
FAST RETAIL SALES
From a basket of goods, quick checkout with payments by multiple tendertype and done.
ENTER QUANTITY HOW YOUR CUSTOMER BUYS
enter quantity by item, length, area, volume, pack or specification, all from one line of entry
PRESERVE MARGINS WITH AUTOMATIC PRICING
Use smart pricing tools to give customers a good price while not giving margin away
SELL MORE WITH CONFIDENT CREDIT CONTROL
Know what customers have left to spend and warn or hold orders if they push their limits.
KNOW WHAT'S IN STOCK AND WHERE
Accurate physical, allocated and free stock, which can be taken down to length specification, lots and locations
SPOT VITAL TRENDS INSTANTLY
Use in customer analysis to see who is buying what and when
PICK WHERE ALL SALES ARE SOURCED FROM
Choose if each line of a sale is sourced from stock, allocated to a purchase order, or create new mill order, back-to-back or direct purchase
KNOW YOUR SALES WITH CUSTOM DASHBOARD
Track sales performance against target, highlight opportunities to chase, be a hunter not a farmer.
MORE SALES FEATURES
email quotes straight from the system with personalised covering email.
New for UT400 - use Draft orders to pull together a customer order without any affect on credit or stock, then quickly convert it to a quote or order
DELIVERY ADDRESSES WITH GOOGLE MAPS
All invoice and delivery addresses can be seen on Google maps, switching between map and satellite view.
SUPPLIER PRODUCT LOOKUP
See the products you buy from a supplier with stock and usage figures. Add items to the basket to make into a purchase order.
CHANGE OF PRICE UNIT
You might be selling a customer items by one unit of measure, but switch the price to something easier for you and the customer to understand
AUTOMATIC PRICE TABLES
Pricing by Customer, Quantity, Delivery Method – Product pricing has many features within UT400. The simplest automatic pricing uses product price tables. These tables can offer columns of mark-up or discount based on the customer, the quantity purchased or the delivery method.
BARCODE IDENTIFICATION OF PRODUCTS
Standard within Sales is the lookup of barcodes against products. Simply add a barcode scanner to a PC or use the camera on smart devices for fast and accurate product lookup
YET MORE SALES FEATURES
Fast dispatch of Orders, simply updating for what has been delivered. Generates documents on multiple printers
Operation for Customer Delivery with Payment to Driver
As sales are made, cash, cheques and credit card receipts can be logged into cash drawers. Managers can review instant flash totals at any time, and an end of day audit trail shows the transactions and totals for each drawer. Users can have an initial float, take uplifts and receive payment against a customer’s account
TRADE CUSTOMER ACCOUNTS
Keep a full and accurate history of your trading relationship with Trade Account Customers, with fast retrieval of historic orders and last price paid
DISCOUNTS (BOO, DON'T DO IT)
Sometimes in exceptional circumstances you need to offer a line discounts. UT400 can have chained multiple discounts, which can been shown to the customer or put into a nett price
WHOLE ORDER DISCOUNTS
Double Boo, but if you must, clicking on the inc. or ex. vat total of an order you can set the desired order value and either show as a discount line or spread across the current order lines
CUSTOMER RELATIONSHIP MANAGEMENT (CRM)
Building relationships with customers through understanding their needs and being able able to respond to them. UT400 customer management combines notes, tasks and reminders with sales order history, to help to anticipate what a customer wants from you.
CRM FEATURE HIGHLIGHTS
Add notes to customers and sales orders to track details of calls and emails
You and colleagues can create a thread of comments against user and system generated notes
Star customers, orders that you want to keep an eye on and recall them quickly from your favourites
TRADING HISTORY BUILT IN
Unlike stand alone CRM systems in UT400 you can see a customer's order history, credit position and jump straight into raising orders for them
Attach files to your notes to be recalled as part of a customer or sales order record
GET IN TOUCH
We love chatting to people about their businesses, and how we might help. We will always give an honest opinion on whether UT400 is a good fit for your business - it doesn't help either of us if not. Feel free to give us a call, ping through an email, or complete the form below to start the conversation.
TRY THE FREE DEMO
We get it – we probably wouldn’t believe us either. But we’re so confident that you’ll find UT400 easy to use, we’ll give you access to it for free, with no obligation.
Try UT400 in your own time, with no pressure from a sales rep, just send us your details. We’ll be in touch with a system login, and you can discover the revolutionary ease of UT400 for yourself.
BOOK A GUIDED DEMO
Want someone to show you UT400 with a demonstration tailored to your business? We can arrange a 1-2 hour online demonstration walking through how the system works for a business like yours. We can setup sample products to make it more relevant as well.
Contact us to book in a suitable meeting time.
TRY UT400 FREE
Contact us to get browser login details to try UT400 for yourself, on the demonstration system.
BUILD A BASKET OF ITEMS TO BUY OR SELL
capture customer interest, whilst answering stock and pricing information. Easily add products to a basket to add to sale or purchase
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