Sales Order Entry with Backorder Tracking

System Overview

The primary purpose of an Order Entry system is to track customer orders from the time of initial order placement through the completion of those orders. The scheduling of Work Orders may be processed as well. The Infinity POWER Sales Order Entry module expands upon this primary requirement to provide a very sophisticated on-line proposal and work order processing system. It allows complete backorder processing and analysis, as well as, complete invoicing and billing capability.

Product Features

• 10 Character Order Number
(alpha/numeric)
• Assign Order Number or use Auto-Numbering Feature
• Auto-Numbering on Imports
• Supports Normal Orders, Special Orders, Drop Shipment Orders, Return Authorizations (RMS) and Auto-Cancel Orders
• Complete Proposal Writing Capability with full access to all Customers/Inventory Items
• Up to 450 Detail Lines per Order
• On-Line Proposal Summary Analysis (Calculates Profitability/Margin by Order)
• User-Selectable Preprinted Order, Invoice, Packing List and Bill of Lading Forms
• Retrieval of Orders by Order Number, Customer Number, Customer Name or Customer's PO Number
• Allows for Importing of Orders from other Systems
• Checks for Duplicate Customer PO Numbers by Customer
• On-Line Add an Inventory Item
• On-Line Add a Customer
• On-Line Change a Customer
• Customer Transaction Inquiry
• On-Line Add Customer Ship-To Addresses
• Line Item Ship Dates on Backorder Report prints Picking Ticket Report by Bin Number for Warehouse Order Filling
• Allows Scheduling of Payments (Up to 360 Payments per Invoice)
• Allows Review of Committed Inventory Items during Order Entry Process
• On-Line Customer Inquiry (Shows Billing Information, Open Items, Customer Aging and YTD Sales)
• On-Line Inventory Item Inquiry
• On-Line Order Inquiry
• One Step Invoicing Option
• Ability to choose Alternate Inventory Item during Invoice Writing Option
• Tracks Weight, # of Boxes and Freight by Shipment
• Scheduling Reports Project Inventory Requirements based on Specified Ship-by-Dates
• Allows display of Customer comments during Order Entry
• Ordering Process Optionally checks Customer's Credit Limit and Inventory Stock Availability
• Backlog Reporting sorted by Order #, Customer Name and Customer PO# and by Ship Through Dates
• Handles both Regular Inventory Items and Non-Inventory Items
• Detailed Bill of Lading or use with International Customs Shipments
• Allows Special Order and Drop Shipment Transfer into the Purchase Order System
• Warning Message if On-Hand Quantities lower than Shipping Quantities
• All Packing Lists (Picking Tickets) print Serial and Lot Numbers if applicable
• Allows the posting of Deposits within the Sales Order module including Credit Card Transactions
• Sales Order module has unique Job Cost Integration feature which allows the posting of sales and cost of sales amounts directly to a job for long term tracking of Sales against Marketing events such as trade shows, direct mailings and telemarketing campaigns
• E-Mail Field has up to Fifty characters per order and is used for Internet integration to confirm the receipt of Sales Orders for Internet Commerce Web Sites
• Customer Ship-To Address Lines are Four (4) lines of Thrity (30) characters each
• Draft Capture allows for Credit Card payments to be Posted directly to a Sales Order
• Backlog Reporting by Salesperson
• Inventory Item Quick Change Hotkey allows Item Changes changes during Order Entry
• Return Authorization allows the tracking of Returned Items or RMA's
• Supports IC Verify, Mapps & Nova for Credit Card Processing
• Credit Hold Feature by Customer
• Automatically places Orders On Hold if User does not have the Security Access to override Credit Limits
• Credit Warning Feature based on a Past Due Aging Category
• Checks for Duplicate Customer PO Number