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Order Desk Xpert
Product Information and Features
 
Order Desk Xpert is an order entry, order tracking, sales performance analysis and customer database management tool specifically designed for companies that receive orders via direct mail and the internet. Order Desk Xpert is designed to handle all phases of tracking orders and inquiries, and simplifies the entire order entry and sales tracking process.

Designed with the small to mid-sized operation in mind, Order Desk Xpert allows a single person to easily keep track of all orders, inquiries, shipments, ad performance, product demand, daily sales performance, and just about every other aspect of the order taking business. (But it works equally well with multiple users on a Win95/98/NT/2000/XP network.)
 

Features:

  • Quick & Easy Order Entry and Customer Contact Management 
  • Powerful enough for most order taking businesses, but still very easy to use! 
  • Very Affordable, Available Today (download it, no long wait times) 
  • Runs on any Windows 95/98/NT/2000/XP Computer (no special hardware needed!) 
  • Includes features usually found in systems costing many times more! 
  • Designed-in Flexibility makes it easy to tailor to your operation! 
  • Ideal for International Use (includes flexible address fields, country field, VAT, etc.) 
  • Network Ready (plug and play) 
  • Free Worldwide Internet-based Support Forum
Program Operation:
  • Company Set Up tailors invoices and labels in just a few minutes 
  • Simplified Entry of Customer Information using drop down windows and autofill (i.e. enter the zip code and Order Desk Xpert automatically enters the City and State fields for you!
  • Easy Entry of Customer Contact events and set up of follow-on mailings, calls, etc. 
  • Simplified Order Entry with minimal keystrokes. Drop down lists for products, shipping options, payment options, source codes. 
  • Automatic Product Pricing when entering orders(can be overridden
  • Automatic Calculation of Order by Line Item 
  • Automatic Calculation of Sales Tax/VAT on Orders 
  • Automatic Calculation of Order Total 
  • Instant Credit Card Verification option using ICVerify 
  • Automatically Creates and Prints Invoice for each order 
  • Automatically Prints Shipping Label for customer Order or Inquiry 
  • Automatically Tracks Source of Customer Order or Inquiry (Ads, Sales Letters, Press Releases, Etc.
  • Automatically Keeps track of Customer History (Orders, Returns & Inquiries
  • Automatically tracks inventory and recommends reorders to avoid out of stock situations 
  • Automatically tracks sales performance of all marketing efforts (see daily and ongoing dollar and order amounts by all your different ads, sales letters and press releases
  • Automatically generates and prints personalized form letters to any group of customers you select 
  • Automatically prints daily Merchant Account totals report 
  • Quickly find customers by any field (customer name, street, city, state, zip, etc.
  • Automatically View Customer Order History with customer information 
  • Handles Multiple Customer Types (Retail, Wholesale, etc.
  • Easily Import Data from other files (accepts data from over 20 different file types!) 
  • Easily conduct complex searches using simply queries. (Example: Find all customers who purchased product xyz in last 60 days
  • Instant Access to over 20 Sales and Perfomance Reports & Charts 

Reports:

  • Customer Listings
    • Customers by Name 
    • Customers by Number 
    • Customers by Country and State 
    • Customers by Type 
  • Contact Management/Events Reports
    • Today's Events 
    • Future Events 
    • Selected Events by Type 
  • Daily Reports and Supporting Documents/Files
    • Today's Invoices 
    • Today's Shipping Labels 
    • Today's Envelopes 
    • Today's Sales Report 
    • Today's Income Report 
    • Today's UPS Export 
    • Today's Credit Card File Export 
  • Monthly Reports - Select this month or last month
    • Sales detail 
    • Sales by Customer 
    • Sales by Product 
    • Sales by Source 
    • Sales by Payment Method 
  • YTD Reports - Select this year or last year
    • Sales Detail with Totals by Month 
    • Sales Summary by Month 
    • Sales Summary by Product 
    • Sales Summary by Source 
    • Sales Summary by Pay Method 
  • Other Sales Reports and Charts
    • All Unpaid Invoices 
    • Sales History by Customer 
    • Chart of YTD Sales by Product 
    • Chart of YTD Sales by Source 
    • Chart of Order Volume by Month 
  • Inventory Reports
    • Status by Product 
    • Reorder List by Product 
    • Inventory Movement - 12 Month View 
  • Master File Reports
    • Product Listing 
    • Inventory Transactions by Product 
    • Source Code List 
  • Plus any variation of any of the above reports by an unlimited number of field selections (i.e. print a list of all customers who asked for product information in June, but have not purchased product yet. Then print form letters for these people, and then personalized envelopes.) 
Program Limitations:
  • Maximum # of Customers - 9 million 
  • Maximum # of Orders - 9 Million 
  • Maximum # of Products - 999,999

  • Please Note: The above record counts are theorectical maximums. If you expect to have millions of customers and orders, this is not the program for you. If, instead, you expect to have a typical small direct mail, telephone or internet order taking business with less than 200,000 customers and less than 100,000 orders per year, then Order Desk Xpert will probably suit your needs.
  • Speed - In tests conducted by various computer magazines, databases built with Lotus Approach (such as Order Desk Xpert) generally outperform those built with other similar database engines. In your specific case, speed will be significantly determined by the amount of RAM in your computer (32mbyte minimum recommended), and the number of records in your databases. Speed can generally be increased by adding more RAM to your computer.
To see how Order Desk works, Take the Order Desk Guided Tour.

Order Desk System Requirements
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