Sales Order

The CYMA IV Sales Order module (SO) provides a robust sales order system fully integrated with General Ledger, Inventory Control and Accounts Receivable. The Sales Order system features a highly flexible pricing system - including an advanced “variable definition price matrix“. The “variable definition price matrix” allows customers to custom-define their own rows and columns in the price matrix. The rows and columns in the Price Matrix may be defined as:

• Customer Type
• Customer Price Category
• Product Type
• Product Line
• Product Price Category
• Sales Rep
• Customer Type
• Terms Code

Sales Order is designed to integrate with Accounts Receivable, General Ledger and optionally the new Inventory Control module. The Accounts Receivable module is required to use the Sales Order module. Sales Order can be used without the Inventory Control module if you are not interested in tracking warehouse quantities.

CYMA Sales Order features:

• Complete Order Cycle
• Only two steps in the cycle are required - Enter the Sales Order and Ship the Sales Order.
• Real-time updating of IC quantities: On Sales Order, On-Hand and Available.
• A Quote is easily changed to a Sales Order.
• Unlimited pricing methods based on cost markup, sales price discount, quantity ordered, promotional dates and alternate prices.
• The Sales Order entry program will search all four possible sources for customer/product pricing and default the lowest price for a specific customer ordering a specific product.
• Pricing Sources include: Sales Price on the product, Customer Special Pricing, Pricing Matrix (variable definition), and Promotional time-sensitive
• Pricing and Quantity Discount Pricing
• Three Price Alert options warn or prohibit a product from being sold at a loss or below a user-specified profit margin percentage.
• Unlimited line items on a Sales Order\Quote.
• Product Availability in the warehouse is displayed as a separate field in the Sales Order data grid.
• Capability to fill an order from multiple warehouses.
• An order quantity that is greater than the current Available quantity will display the order quantity in Red for greater visibility.
• Option to include the Last Unit Cost in the Sales Order grid.
• Similar Credit Hold and Credit Limit treatment as in CYMA AR.
• System-assigned quote/sales order number up to ten-digits, with user specifying the starting number.
• Same system-assigned number is used throughout the cycle. The number assigned to a quote does not change once it becomes a Sales Order.
• Flexible order, shipping and line item notes, which can be overridden during the entry of a Sales Order/Quote.
• Validation of product's sales expiration date, if established, prevents sales after date.
• Canceled Sales Orders are retained in the system to provide a complete audit trail of every system-assigned Sales Order number.
• The Sales Order document can be printed from the entry screen for walk-in counter sales or printed in batch.
• Sales Orders can be either printed or e-mailed.
• Pick Ticket can be printed based on scheduled ship date.
• Option to allow warehouse personnel to ship more than ordered from the shipping screen rather than changing on the Sales Order screen.
• As in IC, an option to permit the product quantity on-hand to go negative based on shipped quantity.
• “Ship All“ button to streamline the shipping of all lines and all open quantities on a Sales Order, with an override capability for any exceptions
• Ship weight is automatically calculated during shipping for assisting in determining freight charges.
• Capability to print Packing List at the time of the shipment or in batch mode.
• The ”Accept Partial Shipment“ flag is set at the customer level, but can be overridden when a Sales Order is entered.
• Copy existing Sales Order/Quote to be copied to a new Sales Order/Quote. The new document is fully enabled for editing.
• Pop-up window shows Alternate Product ID for products that have either passed their sale expiration date, or have a low stock condition.
• Invoice and Sales Order activity tabs.
• Alternate pricing capability for Sales Orders.