Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Manages the processing of orders and the invoicing for customers efficiently. The system designed for order processing facilitates the generation of invoices both directly and via automated or manual fulfillment methods. Inventory items in stock can be assigned at the point of order or later during the fulfillment stage. The order entry function accommodates complex processing requirements, such as cross-referencing customer items which enables order placement using the customer's specific part numbers, as well as calculating commissions and prices based on custom-defined rules, offering discounts on individual line items, and managing drop shipments for specific items among other capabilities. Additionally, any partial shipments automatically trigger the creation of back orders to ensure continuity. Invoices can be generated automatically from sales orders as products are dispatched or services rendered, while standalone invoices can also be created without linking to a sales order. Moreover, the system simplifies the process of returning goods by allowing users to replicate the original invoice, thus minimizing manual input. This streamlined approach greatly enhances operational efficiency and accuracy in handling customer transactions.

Description

FinmaxTech helps global firms, including sell-side and buy-side firms, financial services institutions, banks, FCMs and other financial service providers, drive transformation using technology, design and insights. Our suite of products covers derivatives for Electricity, Gas and Oil, Equities, Futures products, Emission products and Options. It has several modules to handle order/execution processing for venues such as TRAFiX. Fidessa. Trayport. Sphirra. Orders can be allocated to internal backoffice systems and tickets issued. Our solutions also include modules for European Confirm Matching with Equias (PDF confirmations), REMIT Reporting (LTID Breach Reporting), REMIT reporting, etc. FinmaxTech's solutions can generate invoices, track payments against them and track write-offs. The solution also handles comprehensive rule engine-based commission and fee calculations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Oracle Cloud Infrastructure
SQL Server

Integrations

Oracle Cloud Infrastructure
SQL Server

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Accura Software

Founded

1997

Country

United States

Website

www.accurasoft.com/comp_sales_order.htm

Vendor Details

Company Name

FinmaxTech

Founded

2010

Country

United States

Website

www.finmaxtech.com

Product Features

Supply Chain Management

Demand Planning
Electronic Data Interchange
Import / Export Management
Inventory Management
Order Fulfillment
Order Management
Sales & Operations Planning
Shipping Management
Supplier Management
Transportation Management
Warehouse Management

Product Features

Alternatives

Alternatives

Bloomberg MTF Reviews

Bloomberg MTF

Bloomberg Professional Services
BlockCross Reviews

BlockCross

Instinet