If you are looking for a Technology Partner for your party plan company, let us demonstrate why you should select IDSTC. We offer two Technology Partnership packages, the Velocity Partnership and the Victory Partnership.

Velocity Partnership : Provides our complete enterprise-class Victory ES 100 platform and support with discounted pricing for the start-up. Click here to request more information on our Velocity Partnership.

Victory Partnership: Designed for the competitive or legacy system migrations or complex start-ups requiring extensive system analysis and customization. Delivers the expert project deployment with cost-effective pricing. Click here to request more information on our Victory Partnership.

 

Party plan companies require a system designed specifically for the party plan business model. Party plans have several unique technology requirements that aren’t necessary for other direct selling and MLM business models, such as setting up and tracking parties, establishing host credits and promotional product prices.

At the center of these requirements is a specialized order entry platform. In Party Plans, order entry of a party is generally completed by the consultant. This is not the same as a customer placing an order on a web site or a consultant placing a personal order in the Extranet. At this point the consultant becomes your company’s order entry person. Ease of use is essential to minimize errors and maximize efficiency. IDSTC has developed a user-friendly yet functionally-robust platform for party plan order entry.

• Party set-up and management.
• Host tracking and credits.
• Promotional pricing and display features provide total flexibility for promotions, host and customer incentives.
• Complete party order system in Extranet for consultant party order entry.
• Multiple bill-to options include: Customer, Host, Consultant.
• Multiple ship-to options include: Customer, Host, Consultant.
• Party Plan reports available for consultants and company management.

• Comprehensive consultant search features.
• Robust consultant profile management. Captures and displays detailed consultant information, including summary statistics, orders and notes.
• Add, Edit, and Cancel consultant functions.
• Detailed financial reports provide compensation plan earnings breakdown including promotion status.
• Historical financial reports and year-to-date earnings summaries.
• Notes for entering and tracking correspondence and trouble tickets with consultants.
• Real-time genealogy reports providing upline and downline information.
• Search, Add, Edit, and Void consultant’s customers and orders.
• Search, Add, Edit, and Void consultant’s personal orders.
• Consultant Autoship/AMO management. Flexible recurring order and payment generation.
• Replicated site management.
• Sponsor and Enroller change function.
• Positive and negative adjustments applied to earnings checks.
• Administrative and management features including marking consultants for staff notification.

• Comprehensive customer search features.
• Robust customer profile management. Captures and displays detailed customer information and order history.
• Notes for entering and tracking correspondence and trouble tickets with customer.
• Add, Edit and Cancel customers.
• Supports multiple accounts for individual customers.
• Billing data can be imported from multiple third parties.
• Supports multiple customer classifications, i.e. wholesale, retail, preferred.
• Customer Autoship/AMO. Complete functionality for customer recurring orders and payments.
• Search, Add, Edit and Void customer’s orders.
• Administrative and management features including marking customers for staff notification.

• Supports tangible and virtual products, services, and subscription-based orders.
• Comprehensive order search features.
• Order profile displays detailed order information.
• Add, Save, Post, Un-post, Edit and Void orders.
• Process payments real-time online through merchant account.
• Detailed invoices.
• Autoship/AMO.
• Flexible shipping charge options with manual override.
• Automatic U.S. sales tax calculations with database look up. Utilizes CCH database.
• Seamless integration with Inventory Management and Shipping Management.

• Supports marketing relationships with multiple third party vendors.
• Comprehensive account search features.
• Complete consultant and customer account information management.
• Sophisticated commission import and exception functions.

• Provides detailed view of pending shipments.
• Backorder management including partial backorders.
• Comprehensive search features.
• Supports multiple shipping methods.
• Print invoice/packing slips.
• Export data to UPS Online®.
• Detailed shipping reports.

• Detailed display of product list and inventory quantities.
• Add, Edit, and Delete product items.
• Set up detailed product item information, Product ID, description, weight, reorder quantity, quantity on hand, shipping details, tax status, and vendor contact information.
• Define categories and subcategories.
• Establish pricing and compensation by rank.
• Create multiple product/quantity kits.
• Detailed inventory reports.
• Supports products with multiple specifications such as size and color.
• Upload product pictures and descriptions for shopping cart display.

• Data exports provide easy access to data for mail merges, analysis, data storage, etc.
• Detailed consultant, customer and order reports.
• Autoship/AMO reports including expiring credit cards.
• Compensation reports including company audit details, promotions and individual consultant reports.
• Detailed financial reports.
• Comprehensive set of standard reports included.

• Bonus and commission processing.
• PDF check writing on blank check stock.
• PDF consultant reports.
• Supports daily, weekly, and monthly processing.
• Automated promotions.
• Check data export to QuickBooks.
• Financial reports.

• Company set-up.
• Security administration and user activity audit reporting.
• Intranet news & announcements.
• Extranet maintenance.
• Add, Edit, and Delete company news & announcements.
• Add, Edit, and Delete forms & flyers.
• Add, Edit, and Delete FAQ’s.
• Add, Edit, and Delete calendar events.

• Consultant support and company contact through Extranet.
• Company News & Announcements (updated through Company Manager).
• Download Forms & Flyers, providing efficient distribution of low cost, consistent company marketing and business materials.
• Company Calendar (updated through Company Manager).
• Consultant information services including real-time genealogy, customers, current financials, promotion status, historical financials.
• Extranet shopping cart for consultants.
• Forms section for downloading consultant tools.

• Start with an existing web site or build a new one.
• Replicated web sites for consultants
• Real-time credit card and eCheck payment processing though merchant account.
• Real-time transaction integration with ES 100 and Extranet.
• Superior design and maintenance.

Whether your company is just getting started or has been operating for years, our enterprise Party Plan software will provide your company with the features and performance it needs to be successful. As your company grows, your system can be expanded and modified to meet the growing demands of your business. IDSTC is proud to provide advanced party plan software and web site development.