1. Creating and Customizing Quotations
The sales journey in AltheaSuite begins with a quotation. The system is designed to make this step fast and flexible:
- Customer Selection: Choose an existing customer or add a new one on the fly. A smart address finder helps quickly input billing and shipping details.
- Address Flexibility: Use the billing address as the shipping address or enter a different one for each.
- Custom Statuses: While AltheaSuite does not have default quote statuses (beyond whether it’s invoiced or not), users can create custom statuses to match internal workflows.
This tailored approach to quotations sets the stage for a professional sales process.
2. Adding Products, Discounts, and Delivery Options
Once a quotation is created, users can add items using a grid-style interface, complete with:
- Product and Stock Information: Add products while checking real-time inventory levels.
- Discounts and Warranties: Offer line-item or total-order discounts and add warranty coverage where applicable.
- Delivery Settings: Set a delivery due date, choose between pickup or delivery, and add delivery or removal fees as needed.
This level of control ensures quotations are accurate, comprehensive, and aligned with customer expectations.
3. From Quote to Invoice: Smooth Conversions
When a sale is confirmed, AltheaSuite makes it easy to convert a quotation into a sales invoice. Once converted, businesses can:
- Track Delivery Status: Mark orders as partially or fully delivered, or track pickup status.
- Receive Payments: Accept partial or full payments, based on customer preference.
- Handle Returns: Initiate a sales return, with options to charge a restocking or service fee depending on company policy.
This seamless transition from quotation to fulfillment simplifies back-office operations and enhances customer satisfaction.
4. Flexible Payment Options and Digital Signatures
AltheaSuite supports multiple payment methods to meet diverse customer needs:
- Cash, Card, or Balance payments can be processed directly within the system.
- Users can split payments, reset incorrect entries, and manage credit and debit accounts.
- Digital signature capture provides proof of agreement or delivery and is included in customer printouts, which can show serial numbers and payment summaries.
With payment processing tightly integrated, there’s no need for manual tracking or external systems.
5. Finance Agency Integration for Third-Party Payments
For businesses offering financing through partners like Synchrony, Snap, or 1st Finance, AltheaSuite makes it easy to:
- Add finance agencies to the system with customizable parameters.
- Generate invoices using a finance agency as the payment mode.
- Set tentative delivery dates pending finance approval or processing.
Once funds are received from the agency, the system automatically updates the invoice as paid, while still recognizing the customer’s contract with the finance agency until the product is delivered.
6. Invoice Management and Advanced Payment Handling
Managing payments and invoices is streamlined through features such as:
- Zero-balance invoices for internal tracking of fully prepaid orders.
- Check issuance using advanced amounts for customer refunds.
- Custom print formats for documentation and check templates.
- Payment tracking by finance agency, showing fund transfers and clearing stages.
These tools ensure that accounting, reconciliation, and reporting are transparent and aligned with real-world business practices.
Conclusion: A Full-Circle Sales System
From the moment a quote is created to the final payment or return, AltheaSuite equips sales teams with a powerful, end-to-end toolkit. By integrating customer management, product tracking, payment flexibility, and finance agency coordination, the platform enables businesses to deliver a responsive, accurate, and professional sales experience.
Whether you’re a retailer managing high-volume transactions or a specialty business offering financing and warranties, AltheaSuite provides the infrastructure to sell smarter and serve better.
Want to see how AltheaSuite can enhance your sales process? Contact our team today for a personalized demo or training session.
