What Is Metalsmith?
Are you looking for a better way to manage the sales process? Are you being held back by an unwieldy workflow or a system that requires too much effort to keep organized?
I would like to introduce you to Metalsmith, a web-based system to manage all aspects of your stainless steel business. Whether a distributor or a broker, Metalsmith can bring organization to your workflow and streamline the sales process, from quotation to shipment and invoicing. Metalsmith was designed with stainless steel in mind.
Quotations can be based on your own inventory or third party vendors (or both) and then faxed or emailed directly to your customers. Electronic inquiries can be sent to various vendors for their bids. Once a customer accepts a quote, a purchase order is automatically generated for any third party products while inventory items are reserved in stock. Job Orders are generated for the warehouse to pick stock for the shipment.
Shipping relieves the reserved stock (if any) and generates the invoice. If third party items are involved, receiving those items will also generate an invoice (or can be added to an existing invoice).
All documents (invoice, packing list, mill test reports, commercial invoice) can be printed, emailed or faxed.
Do you have inventory? Metalsmith will manage the flow of goods in and out of inventory through sales and purchases. It will provide a means for you to reconcile your inventory, either on a daily segment method or a periodic complete reconciliation. Reports provide information regarding the flow of materials, what's selling and what's not, current inventory value, and reorder information.
Metalsmith can interface with Intuit's QuickBooks Online accounting system and automatically upload sales and purchase information into the proper accounts. This is an optional feature.
If you are interested in electronic marketing to your customers, Metalsmith can hook up with MailChimp, a premier email marketing solution. Your customer information can be added automatically to MailChimp managed mailing lists.
Did I mention that Metalsmith manages Imperial or Metric measures? Or that it handles any world currency and updates the exchange rates for specified currencies nightly? It also offers a wide variety of custom behaviors that you can manage through the Administration portion of the program. Oh, and there are 38 reports that provide up-to-date information about your business.
There is a lot more to the system than can be described on this page. I invite you to take a look at the Screenshots page or sign up for a temporary account on the Metalsmith demo system where you can try out the features for yourself. Just send me an email from the Contact Us page. Thanks for your interest.
Mike Robinson President Othenos Consulting