Order Entry/Sales Orders

Order Entry generates, schedules and maintains estimates, sales orders and backlogs. Invoices are created automatically if linked to Accounts Receivable. Order Entry prints pick lists, UPS C.O.D. tags and a wide variety of sales order analysis reports. Repeats on similar orders can be automatically “copied” from existing or previously shipped orders.

Features:

• Prints sales orders, C.O.D. tags, picking lists and extensive backlog reports
• Generates and maintains recurring sales orders and bids
• Supports Order Entry returns
• Unshipped or partially shipped line items can be edited
• Creates orders from multiple inventory locations
• Supports ordering and inventory tracking of individual serialized items, lotted items, stores and bins during sales order entry or shipment
• Sell items in different units of measure than you stock or purchase
• Automatically allocates inventory as a sales order is entered
• Allows over-shipment
• Sales order printout options can include detailed information such as lot number, serial number, location and line item notes
• Commission calculations can be based upon salesperson or product line, and calculated on orders shipped or paid on flat sales amount or margins
• Commission tiers allow for tracking against sales quotas based upon pre-defined sales goals
• Commission calculations may be automatically adjusted for returned items
• Enter drop-ship line items, create purchase orders for drop-shipments, and track status of all drop-ship orders
• Supports blanket orders—quantity limited contract pricing
• Displays or prints 24-month customer and 36-month item sales histories, complete with graphs
• Supports tax tables and tax rates for tax calculation based on state, county and city
• Supports multiple customer ship-to address with information such as tax rates, sales person, district, etc.
• Allows for as many as 26 different pre-designated tax rates for different tax rate industries and Value Added Tax (VAT)
• Includes laser printing technology to produce high-quality, low-cost sales orders and packing slips on plain paper
• Record notes to your customers
• Real-time Business Status Report provides immediate status for open orders, period-to-date orders, and shipments
• Provides online lookup of customer or inventory codes and information
• Add new customers or inventory items during sales order entry
• Warns you when a customer’s balance exceeds available credit during order entry
• Warns you when inventory balance is insufficient to ship from inventory
• Uses pricing schemes which can be defined for items, customers or a combination of both
• With appropriate privileges, users may override line-item prices