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Sales and Pricing
Now more than ever the ability to respond to competitive and market changes while maximizing customer satisfaction is the key to keeping and winning new customers.
UBS provides you and your personnel with the tools to accurately and easily find information with lightning quick comprehensive searches that can “drill down” from summary to transaction level data; intelligently suggest sales opportunities and benchmarks to sales and customer service personnel; automatically track, update and control pricing and cost information; and make the most of the information in your system.
Customer Service and Sales
Easy-to-use look up and inquiry
  • Look up products by single word or multiple word description, commodity code, alternate item, or item code

  • Look up customers by name, address, city, state, telephone number or customer number

  • Look up transactions by order number, product, and customer PO number

Intelligent Customer Support
  • "When due to buy" (based on sales tracking)

  • Customer sensitive credit

  • Customer specific item number utilization

  • On-line customer notes

  • Product information images and uses

  • Free text messages

  • Lost sales tracking
Easily handle
  • Multiple Order Types, Multiple Salesperson/Split Commissions, Multiple Companies, Multiple Divisions

  • Pricing by Corporate or Warehouse

  • DOT Hazardous Materials, Automatic MSDS sheets by Prod/Cust

  • Quote to Order Conversion, Copy an Invoice to a Credit Memo

  • Retail Point of Sale, Will call processing

  • Delivery Routing, Preferred Carrier and Direct Ships, Multiple Bill To/Ship to Address, Tax Types by Product/Customer

  • Multiple Quantity/Pricing Units, Quantity Breaks, Alternate Item Number Use, Superseded Item Number Alert, Superseded Item Number AlertStock Item Cutting with Cutting Charges

  • Serial # Control, Lot # Control

  • Warranty/Non-Warranty Repairs, Kit items

  • Non-stock specials tied to purchasing or Customer's Last Price Pricing

  • Total Order Discounts, Multiple Additional Charges

  • Multiple Standard/Special Messages

  • Minimum Gross Profit, Apply Fright Cost to Commissions

  • Credit Card Processing

  • Sophisticated sales commission structure handling
Flexible Pricing
  • All pricing can be customer specific

  • Formula Matrix and Ten Bracket Pricing

  • One time pricing

  • Last Price Inquiry and Sale Pricing

  • Broken Quantity Pricing

  • Break Point Pricing

  • Contract Pricing

  • Rebate or Promotion Pricing

  • Cost and GP Formulation Pricing

  • Automatic Price Calculation Updates By Product/Customer

  • Automatic Uploads of Pricing Updates

  • Customer Last Price Inquiry & Ordering Time Pricing

  • Multiple Product Look-ups

  • Broken Cartons with Up Charges

  • Multiple pricing automatic updates from Third Party vendors
  Inventory & Purchasing  
  Sales & Pricing  
  Warehouse Management  
  Financials  
  Paperless Office  
  Business Intelligence  
  E-Commerce  
  Relationship Management  
  Supply Chain  
  Sales Force Automation  
  Verify Plus  
  Paper Master  
  Synergy ERP  
  Synergy Sales Pro Dashboard  
  Synergy.Net  
  Synergy Phocas  



Universal Business Systems, Inc. 185 Industrial Parkway Suite J, Somerville N.J. 08876