The Manufacturer’s Representative (Man Rep) solution gives ERP FACTS users the ability to track bids, quotes, jobs, contacts, processes, and commissions directly in their ERP (Enterprise Resource Planning) system. Combined with the Document Archive Management Module, it can relieve the need for those huge job files that are all over the office(s) and replace them with organized electronic virtual folders containing all correspondences and documents pertaining to a particular job while all being tied into your accounting system for quick and accurate commissions with flexibility based on your companies policies. Today’s entrepreneur reps often require complex reporting that Man Rep’s easy-to-use built in formatting tools make it possible to create custom report layouts to meet that need.

Bids and Proposals

Bidding and quoting a job has never been easier with an intuitive quoting system that gives your firm consistency and professionalism. Bids management tools can list bids by multiple criteria and produce bid performance analysis for those weekly important sales meetings. Your reps will have everything that they need to create multiple quotes for multiple customers for the same opportunity and the proposals are portable to other branch offices. If you have parts from your warehouse, they can be incorporated into the quotes with real time availability along with up sell suggestions and companion item capabilities. With the ability to track quotes, bids, and stages of the sales cycle, reps and sales managers have full view of the open or pending opportunities. Highly specialized reps demand tracking of win/loss statistics and pipeline reports instantly which is among the many flexible sales tools Man Rep offers.

Job Management

With the power of complete visibility into a job, the Job Management program is able to import information from the bid and the quote to the job, create transmittals, initiate multiple PO’s for multiple vendors, and view the costs both estimated and actual. With the ability to create numerous commission splits by the line level and import all related documents scanned, electronic or emailed, you make an all-in-one information nucleus for straightforward tracking of job profitability. Job organization is enhanced with the ability to schedule critical equipment requirement dates that trigger reminders, and the reporting of vital job statistics.

Commissions

Making sure that commissions are calculated and paid promptly can boost a rep’s profit. This flexible commission formula is based on your company’s needs and policies. The commission reconciliation creates transactions based on company parameters and automatically generates commission statements based on predetermined rules and formulas. Complete security is provided at the field level to ensure confidentiality and to allow additions and exceptions as needed.

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DPI Information Services solutions are built on a standard platform that’s easy to customize to your particular business needs. DPI Information Services, an Authorized Infor Channel Partner, will work closely with you to make sure you get a solution that fits your way of doing business. For more information about how DPI Information Services can help you become a World-Class Distributor contact us here.