WiMS Sales Management has been designed for the needs of wineries and other wine sales companies to maximize their success. It provides Sales Analysis tools to help plan and analyze your winery’s performance. It also provides the features for fast and accurate Order Processing, thus securing high service levels to your customers. Extremely reliable Wine Inventory Tracking is completely integrated so that you always know what you have on hand and what is committed to customers. Inventory movements are completely auditable and in sufficient detail for all regulatory requirements. The system provides full Accounts Receivable and financial integration.

 

 

Sales Reporting includes unlimited Sales History and reports, fast and easy on-line inquiry, additional sales analysis with spreadsheets and databases, complete allocation history managed by Product, Customer and Sales Rep, monthly depletion and inventory by Customer, Product and Year, maintains two sets of forecasts/goals by Customer, Product and Year, Report Forecast vs. Actual Sales and Depletions, and Profit Analysis Report.

 

 

Case Goods Inventory includes multiple bonded wineries, multiple warehouse locations, volumes stated in gallons or litres, inventory stated in cases and bottles, inventory by lot (bottling date), full transaction history, extensive stock status and activity reporting, and compliance reporting according to U.S. Government regulations.

 

Order Processing includes wholesale, non-wine items, samples, product returns, picking and bills of lading; sales commissions by sales volume or cash receipts; customers with multiple ship-to locations; multiple price levels; pricing by exception, multiple discount structures; discount by exception; state Excise Tax Exemptions claim report; extensive on-line order and customer inquiries; invoicing for wine, merchandise and other services.  Order Procesing is integrated with sales history, financial control, inventory and accounts receivable.

 

Accounts Receivable includes extensive on-line inquiries; credit limits by customer; flexible terms by customer; user defined customer account types; open item Accounts Receivable; detailed or summary Aging Report; customer statements and late charges, Commission Reporting and General Ledger accounting interface.