Plumbing & HVAC

	Download the American Refrigeration Supply Case Study.

In the competitive world of Plumbing, Heating, Ventilation, and A/C (HVAC), how can you increase your sales margins while reducing your operational expenses at the same time? Infor ERP SX.enterprise is designed to help you increase customer satisfaction, reduce costs and increase inventory turns, including new opportunities for profitability.

State of the art Order Entry includes:

• Fully integrated web or handheld order entry
• Multiple companies, locations and warehouses
• Vendor and customer profitability analysis
• Online credit checking, history and holds
• eCommerce and EDI
• Create orders from quotes previously entered
• Suggest complementary sale items at the Order Entry line level

Industry features include:

Job Management

• Multiple vendor bid requests and tracking
• Backflush “what if” pricing ability by group, phase or bid
• Options to print or suppress pricing within totaling levels
• Open purchase orders and sales orders for a job

AR/Credit Control

• AR management at job level includes credit check to total lien job limit
• Lien filing records: general contractor, owner, finance company
• Statement subtotals available by job and customer grand total
• AR aging at job level or overall account level

Order Entry/Quoting

• “Scratch Pad” fast quoting with option to take orders or price check only
• “Blind Bid” quoting
• Non-stock ties to Purchase Orders for automatic back order fill
• Auto Purchase Order creation for nonstock and special order items
• Blanket orders with multiple releases and released quantity tracking
• Returns material processing to stock, warranty or warranty exchange

Pricing

• Auto pricing control during order entry, bid prep and quotations
• Pricing calculations by margin, markup, or discount from list or base price
• Average, Standard-Loaded, FIFO and Last costs are all supported
• Promotional price comparison with effective beginning/end dates

Inventory Control

• Preseason buying reports
• Full serial and lot tracking with complete audit trail from receipt to sale
• Third party add-on billing (freight, duty etc) will update product cost
• Product interchanges:
  • Substitute profiles allow matching of certified product alternatives
  • Tracking of manufacturer superseded product numbers to the new item alternate
  • Vendor and/or competitor number cross reference tables     

For more information on Infor’s Industry Associations, click here.