Order Management

End-to-End control of order workflows.

Quote-to-Cash

Quote-to-Cash

Manage and optimize the process of sending out a Quote, receiving and entering a Sales Order, shipping product, billing a customer, receiving Payment, managing Returns, as well as Sales/Use Tax, and Sales Agent Performance Management capabilities.

Returns and Refunds

Returns and Refunds

Versa Cloud ERP manages the returns and refunds process from areas:

  • Returns on posted invoices
  • Returns on rejected items
  • Return Merchandise authorization (RMA)
  • Returns/Refunds on Invoices
Marketplaces

Marketplaces

In a dynamic marketplace with multiple channels for sales Versa is provides a solution allowing a business to maneuver through:

  • Multiple Shopify Cart
  • Non-Shopify cart
  • Marketplaces
  • B2B Self-Serve Portal

Sales Order

Versa provides a detailed mechanism for businesses to record sales orders; it includes pre sets for a user to determine the variables commonly in use to process a sales order.

As an example, selecting a shipping partner for an order to a customer (individual/wholesale) can be pre-determined in the sales order, programming the system to automatically pick a specific partner.

In addition to this multiple shipping addresses can be added for a customer, also the suitable currency can be selected related to the shipping address.

In Versa custom fields and dimensional tagging can be customized to compile information and report based on users needs.

Sales Order
Drop Shipping and Sales Order

Drop Shipping and Sales order

An intelligent system, Versa supports drop shipping where you would create a purchase order from a sales order and have the supplier ship directly to the customer.

Versa also supports inter entity transactions, within an organization one entity can set up another entity as their customer and supplier respectively. It enables creating Purchase orders from sales order between entities automating the workflow within the organization.

Dimensions

Users can create any dimension to get a specific result/reportable data based on your companies needs.

With Dimensional tagging on prices, pricing can be set down to the customer level, single or a wholesale level, or any level you determine, allowing business to pre load the pricing for wholesale transactions and create a differential price when a certain order value is reached.

Dimensions