System Features
Administration
Manage users and system defaults.
ACTIVE USERS
Quickly see what users have access to your version of BlackCurve, the date they were added to the system, and what their user type is.
DISCOUNT (%)
Set the percentage discount that users can give before further approval is needed.
QUOTE VALUE
Set the maximum quotation value that users can issue to customers before further approval is needed.
CHANGE ALLOWED (%)
If a user wishes to discount beyond their allowed limit, they must seek authorisation from a different user who has the appropriate percentage change allowed in their profile.
REVOKE ACCESS
As your business evolves your employees may change. With a few clicks, you can revoke user access.
INVITE A USER
Upon first using the system, or when other employees need access to the system, use the invite a user workflow to configure a new profile. For a touch of personalisation, you can even send new users a welcome message.
USER TYPES
We know that job titles and job roles differ from organisation to organisation. Therefore we give you complete control to setup your own user types and manage read/write and functionality access for every user level.
PENDING USERS
If you have sent an invitation by mistake, it’s simple to cancel an invite. Alternatively if a user has missed the automated email to setup their profile, you can resend the invite.
PRIVACY TERMS
Information security is important, and if your data gets into the wrong hands it’s sensible to have a suitable legal statement in place. With BlackCurve, you can add your own disclaimers that will appear at the bottom of all outbound emails.
GEOGRAPHY
Set up different pricing regions. A region can refer to but not be limited to, a specific geographic location, country, group of countries, website or customer type.
DEFAULT CURRENCY
Assign a default currency to every geography. This will ensure the exchange rate is factored in to all pricing calculations for the assigned geography.
CURRENCIES
Assign the base currency that you use for managing your main price list, and then add other currencies and exchange rates that you wish to be available in the system.
GEOGRAPHY RELATIONSHIPS
If you wish other geographical prices to be set up quickly off the back of just managing a single geography, apply the currency conversion (if applicable) and use the relationship tool.
RELATIONSHIP INDEXES
If you wish other geographical prices to be set up quickly off the back of just managing a single geography, as a % higher or lower, apply the currency conversion (if applicable) and use the relationship tool.
VALUE ADDED TAX (VAT) MANAGEMENT
Set whether prices should be displayed with or without VAT, and manage VAT levels across different countries and geographic locations.
DEFAULT CARRIAGE
Shipping and Delivery Costs can cause havoc with your profitability. Set up a default carriage amount to ensure that all quotations include a base charge.
RATIONALES
Manage a database of pricing change rationales that can be used for reporting purposes.
PRICE LIST SETUP
Set up a default disclaimer, company address, and layout for your PDF price lists which you can issue to customers.
QUOTE SETUP
Set up your default payment terms, quote validity, cover letter wording, terms and conditions, company address and layout for your quotations which you can issue to customers. Plus, manage a database of won or lost quote rationales, which can be used later when you change a quotation status.
PRICE LIST & QUOTATION STYLE
Manage the core colour and upload a logo that will be used on your price lists and quotations.
System Access
Password and web address retrieval.
FORGOTTEN PASSWORD
Nobody likes to be left out in the dark. If you’ve forgotten your password, it can be retrieved automatically, and you’ll have access to Blackcurve again in no time.
FORGOTTEN WEB ADDRESS
Each customer receives their own dedicated secure web address e.g. customer.blackcurve.io. You can either go directly to your chosen web address each time you want to use the system, or access it through our website.
My Profile
Manage user preferences and password.
ACCOUNT SETTINGS
Want to change your own password? No worries, we’ve got you covered.
NOTIFICATION PREFERENCES
It’s easy for email inboxes to get clogged up. That’s why you can decide whether to be emailed upon each action, receive a daily digest, or only see notifications when you’ve logged in.
Data Management
Manage your product inventory and other data sources.
PRODUCT INVENTORY
Have complete control of all the goods and services you're selling in an easy to use database. A bulk upload function is compatible with all major spreadsheet tools for mass updates.
PRODUCT MATCHING
If you use a high low pricing strategy, you may sell bundles of goods which are very similar to each other. Use the product matching tool to link these items to ensure your reporting is not skewed.
CUSTOMER DATABASE
A single database to manage all your customer details, such as their ID, Name and Address, so that you can create quotes seamlessly by selecting from an existing customer list. A bulk upload function is also available for mass updates.
SALES HISTORY
A single database for recording your sales history. This can then be used for modelling your price changes within Benchmark Pricing and Exceptions.
ADDITIONAL DATA SETS
Upload and manage your own additional data sets that you would like to use to drive your pricing decisions, such as website traffic, product conversion rates, competitor pricing.
Rules
Setup pricing rules and exceptions.
CONTROLS BUILDER
Setup minimum margin checks and psychology pricing rounding rules. These can be used when setting up your benchmark prices or pricing exceptions.
NOTIFICATION BUILDER
Manage notification preferences around any changes in data that have been added to your Data Management, such as a new product added to Product Inventory or a change in competitor price for a matched product.
BENCHMARK PRICES
Setup your retail recommended prices or starting price for all your goods and services within each geography, and take advantage of margin checks and rounding rules.
EXCEPTIONS
Manage pricing exceptions for specific products or geographies. These include a specific alternative fixed price, configure a price for a bundle of goods purchased together, or ensure pricing consistency by using attribute based pricing to set the final sale price.
CUSTOMER PRICING
Setup customer pricing exceptions.
MODELLING
In utilising your sales history data, model the impact of any pricing changes you make based on differing degrees of price elasticity.
Price Lists
Quickly find a price and create downloadable price lists.
FIND A PRICE
Provide sales staff with the ability to quickly find prices based on parameters such as region, customer segment, or currency, and then apply additional considerations such as their allowed discount level.
PRICE LIST BUILDER
Setup specific customer price lists that can be downloaded or emailed to sales staff and customers in pre-formatted templates directly from the system.
Quote Builder
A streamlined process for managing your quotations.
QUOTE BUILDER
A streamlined process for managing your quotations.
QUOTE MANAGEMENT
The quote module starts with a dashboard to give you access to all the quotes you have created to date, as well as start a new quotation. A search feature is provided to enable you to filter by Quote Number, Customer ID, Customer Name, Quote Name, Owner, Revision, Approval Status and even by Validity Date. In the dashboard you can also change the quotation owner. This is especially useful if a member of sales staff has gone on holiday and another employee needs to take over the sale at short notice.
QUOTE SETUP
Here you can give your quote a name and assign it to a customer. If the customer does not yet exist in the system, an additional workflow is available to set them up on the system.
QUOTE STATUS RATIONALE
An easy to use workflow is provided to change the status of your quotation to Open, Won, or Lost. Where the status is changed, you will be asked to provide a rationale which can be pre-set by a system administrator. This ensures there is a reporting feedback loop, which may be particularly useful when you have lost a quote, e.g. if you're regularly losing based on price, this may indicate that a pricing review is required.
QUOTE ARCHIVE
Sometimes you make a mistake, or sometimes a quote is no longer needed due to its age. At Innoware we don't believe in deleting quotes, as once it's gone, it's gone! The archiving functionality allows you to move quotes to a separate part of the system, that can be restored at a later date if required.
PARTS & SERVICES SELECTION
Quickly add or remove items from your product inventory to your quotation, and the unit price and total price are dynamically calculated based on the quantity entered. Dependent on your authorisation level, you are also given the option to apply discounts.
NON STANDARD PARTS & SERVICES
If you need to add items that do not exist in your product inventory, such as specialist labour, an 'Other' section is provided to do just this, where you can assign a type description, quantity and unit price.
CARRIAGE
Your quotation may need to add carriage (also known as a delivery charge). Quote Manager enables you to enter in either a fixed price fee or apply a percentage uplift to the final quote value to cover carriage.
LAYOUT MANAGEMENT
We know that the ordering of items in your quotations is important. That is why you can sort the order of any column alphabetically. If you wish to apply a different ordering method, drag and drop functionality is available.
OPTIONS
An administrator can set the standard payment terms, validity period and design that will be applied to each quotation. However, there may be instances where your sales team need the flexibility to alter this for an individual quote. The options page allows you to change these items, as well as select whether you would like a cover letter (and to edit the text displayed), cover page, customer logo, table of contents, back-page, and even if you wish to show the prices line by line, just as a total price, and with or without VAT.
APPROVAL MANAGEMENT
Reduce price erosion caused by rogue discounting with the in-built approval process. If sales staff wish to discount beyond their approved level they must seek authorisation which is fully auditable at a later date.
QUOTE PREVIEW
Preview how your quotation looks to check the layout and contents before emailing it to your chosen customer.
RULE SELECTION
Select pricing rules to apply to this quotation or specific part.
QUOTE HISTORY
Versioning is automatically handled, so that once a quote has been approved or issued, if further changes are made a new version is stored. This gives full traceability, and if you wish to return to a previous version a full restore option is available. The History element keeps a username, date and timestamp of all changes, again to support traceability.
Audit
Complete traceability of all pricing changes.
PRICING AUDIT
Have a complete audit record of prices communicated to customers, and where pricing rules were changed.
HAVE A QUESTION?
+44 (0) 203 5670 750