The NX-Trader System

Automate your Lead-to-Cash Processes. Save valuable time and effort when raising quotes and orders, booking logistics and accounting. Get rid of tedious duplicated admin and eliminate the need to manually update your sales channels.

NX-Trader has the following features:

Quotations

  • Simple customer and contact selection
  • Confirm your order type, date, rep and shipping method
  • Construct your quotation by selecting products, condition, configuration & price
  • Popup stock levels, plan, sales & purchase history for a product when you need it
  • Add comments at order and line levels
  • Send the quotation to your customer by email
  • Easy sales order conversion
  • List quotations on a grid by customer or use the search tool
  • Copy quotation facility

Order Management

  • Back to back orders linking purchase and sales orders
  • Direct sales order entry
  • Build a sales order from your stock selection
  • Send the sales order confirmation to your customer by email
  • Direct purchase order entry
  • Send the purchase order to your supplier by email
  • List orders on a grid by client or use the search tool
  • Copy and import order tools

Logistics

  • Arrange transport and engineering
  • Manual or FIFO stock allocation
  • Support for direct shipments
  • Optional blind shipping documentation
  • Proprietary interfaces to APC, CSM, DHL, FedEx, TNT and UPS software
  • Consignment Tracking
  • Shipping costs auto-calculated from Dims & Weight
  • Accurate labels auto-created from Dims and post code

Stock Control

  • Maintenance of serial numbers, condition and configuration.
  • Ownership by rep with actual costs and minimum selling prices
  • Record Engineering Test Results
  • Pick and Shipment Confirmations
  • Allocate all costs and revenue to the stock items
  • Search tools that recognise alternative parts (subs)
  • De-manufacture stock and record serial numbers
  • Internal parts may be recorded and are visible to search tools
  • Build machines and bundles from stock using work orders
  • Warehouse Counting Controls
  • Barcode Label Printing & Wireless mobile PDA technology
  • Detailed Stock Activity Reviews
  • List selectively on BrokerBin, TheBrokerSite, eBay, Amazon & Shopify
  • Return functions for both customer and supplier RMA’s
  • The RMA’s offer replacement and credit note options
  • Repair Order facilities

Finance

  • Invoice Generation and Scheduled Invoice Planning
  • Credit Checking and Client Hold Control
  • Pro Forma and Commercial Invoice facilities
  • Supplier Invoice Registration
  • Payment and Receipt Recording and Supplier Refunds
  • Email Customer Statements individually or as a batch
  • Document history search tools
  • Use the Trader ledgers or proprietary interfaces to: Sage, Quickbooks, Xero, Twinfield
  • Stock Cost Transfers and Write-down Controls
  • Net Margins and Commission Calculator
  • Management Reporting on demand

Warehouse Barcode Usage

Many of your warehouse transactions can be managed using barcode readers. Using these rugged wireless devices you may record the following transactions:

  • Goods Receipts
  • Stock Picks
  • Engineering Tests
  • Packing
  • Ship Confirmations
  • Location Movements
  • Order Additions

Field Service Maintenance

Field Service Maintenance is provided via integration with NX-FSM.

Sophisticated yet simple and cost effective functionality provides a quick response to service requests and insights to assess, manage, complete and invoice each job.

  • Support tickets
  • Service level agreements (SLAs)
  • Stock management (across multiple warehouses)
  • Quotes and invoices
  • Contract renewals
  • Serial number level control
  • Engineer activity log
  • Maintenance plan management
  • Detailed reporting
  • Quote creation with different pricing & delivery options
  • Automated billing including deferred payment
  • Automated invoicing
  • Ability to de-manufacture stock items
  • Device friendly software and dashboard management
  • Offsite access
  • Secure login portal for clients to view activity

RMA (Returns)

Integration with NX-FSM.

  • Return functions for both customer and supplier RMA’s
  • The RMA’s offer replacement and credit note options
  • Repair Order facilities

NX-Tradersupports Return Merchandise Authorisation (RMA) processes for your customers and suppliers, integrated with shipping and accounting processes.

Commissions

  • Net Margins and Commission Calculator
  • Automatic Write-Down calculation
  • Commission/Target adjustment

Administration

  • Multiple currencies support throughout
  • Support for multiple enterprises
  • Full transaction audit trail
  • Column filtering and sorting on every grid
  • Controlled export to Excel or PDF on each data grid
  • Customisable workflow for all key events
  • Access recently opened documents and files
  • Graphical dashboards and tile indicators

For more information or to request a demo, contact us now