WEBFOOT® FRANCHISE

Keyora's Webfoot® E-Business Platform has been designed to provide mid-market and enterprise organizations using Microsoft's Dynamics® AX or Dynamics® GP with a seamless, real-time e-business environment that takes all the rich customer and item content from the back office and presents it to your customers, employees and business partners in a common browser format, ready for purchase. No matter what your requirements, it is our goal to provide you with a scalable solution that you will never outgrow.

STANDARD FEATURES INCLUDE:


General

  • Unlimited users with no additional Webfoot® licensing costs 1
  • Quick Links home page made up of shortcuts to most common agency tasks
  • On-line wiki help library with ability to edit for company-specific help
  • PCI compliant
  • Personalized style sheet to match your corporate branding
  • Forgotten password email
  • Change password on-line
  • Hot News bulletin board (viewable by all users)
  • Shopping with Customer/Shopping Without Customer views
  • Many user IDs to one dealer
  • Administrator login for self-service user management
  • Ability to hyperlink to external sales tools from within the Agency menu structure (excludes Keyora professional services to complete linkage)

Customer Management

  • View/edit customer information
    • Restricted access to dealer’s customers only
    • Add new customer
    • Set customer preferences
    • Assign default salesperson
  • Customer quick view summary page
    • Query customer purchases by date range, transaction type or transaction status
    • Drilldown to copy of transaction
  • View purchases by customer
    • View items purchased by customer over time
  • View purchases by item
    • View customers who have purchased a specific item over time
  • View dealer open orders
    • View open orders by customer
    • View open items within each order by customer

Reports Dashboard

  • Ability to create a personalized report library for each dealer
  • Note: There are no standard reports included in the base Agency package. Custom sales reporting available at an additional charge using SQL reporting services.

Order Management

  • Enter new order
    • Select customer
    • Assign salesperson to order
    • Select Bill To entity – dealer or customer
    • Select Ship To location – dealer or customer
    • Select shipping method
    • Search for product by item number, description or keyword search
    • View item image
    • Drilldown to item detail page
    • View real-time quantity availability from Microsoft Dynamics® (showing items on PO is an additional charge)
    • Dealer-specific pricing from Microsoft Dynamics®
    • View wholesale price/MSRP (shopping without customer)
    • Override MSRP price (no restrictions)
    • Print order showing dealer’s price and MSRP price
    • Print order showing MSRP price only
    • Email order with/without dealer’s price
    • Process credit card authorization
    • Tax calculation using Microsoft Dynamics® setup
    • Shipping charges from Microsoft Dynamics® setup
  • Enter new quote
    • Same functionality as order, but submitted to Dynamics® as quote (optional configuration to save quote only in Webfoot®)
    • Edit quote before conversion to order
    • Convert existing quote to order
  • View open orders
    • View current fulfillment status from Microsoft Dynamics®
  • Product Search
    • Search by item number, item description, or keyword search
  • Apply tracking numbers to orders

Account Management

  • Search for invoices by document number, status, item number or date range
  • View/Reprint invoices

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1 Microsoft Dynamics® AX requires you to purchase a Dynamics® Client for Office (DCO) named user license for every employee who accesses the Agency Portal. Please check with your Dynamics® AX vendor for pricing details.