Mail/Phone Order

PROPOSALS - WORK ORDERS - INVOICES - SERVICE

• Mail/Phone Order support - many powerful features to make order entry fast and streamlined.
• Choose from thousands of ship to addresses from the customer record.
• Third party billing and drop ship ability, bill one customer, ship to another.
• Serial number required items are easily visible by a check mark on the invoice.
• Quick look up of item, last price paid and last purchase date.
• Pop-up of predefined shipping methods.
• Send documents to different printers using custom settings automatically. For example, send sales documents to one printer, pick list documents to another printer.
• Quick commands to jump into the customer record, inventory record and more.
• Warranty support / tracking, parts and labor days, create event records for tracking or follow-up.
• Create service orders to track the repair status of items sent to you by a customer and track parts and labor used. Create an order for these costs to send to the customer for payment.
• Ability to change certain on-screen and printed document text. For example, instead of “Shipping”, change it to “Ship/Handle”. Multi-Language capabilities too!
• Ability to back order or put items on lay-away. These items can be queried and reported easily.
• Print extended item descriptions - detailed description, special notes or requirements.
• Support for masking of printed credit card numbers, and expiration date on orders and invoices.
• Deferred printing of orders/invoices.
• Nine Miscellaneous fields on invoice - store special tracking information that can be queried / reported.
• Time field on selected invoice and order forms. Also can be used for querying and reporting.
• Prints your pasted logo graphic in header, and footer text.
• Bundling system lets you combine sets or groups of products.
• Built in area (measurement) and lease calculators.
• Add new inventory items or change the description on the fly.
• Dozens of integrated Invoice forms to choose from for your laser or inkjet printer, or interface to our retail receipt and ticket printers.
• Generate Pick and Pack slips.
• Supports C.O.D. tag printing.
• Hierarchical choice lists when selecting product - for example, type “part“, and see a choice of product brands. Choose a brand, see a list of models. Choose a model, see a list of years, choose a year, pick a part.

• Ability to add an order from the list of orders display screen. Saves time by eliminating the need to toggle between screens.
• Miscellaneous fields in orders and invoices to allow user definable pop-ups which speeds up the entry process and prevents errors.
• Email field on page 2 of an order which will be carried forward into the invoice. This allows for increased flexibility with email orders and invoices by adding another address other than the default customer address.
• Customer item sales history pop-up: Shows you everything your customers bought from you, at a glance.
• Drag and drop from customer history list to new orders and invoices: Make orders and invoices faster.
• Item sorting in invoices, orders, proposals, events - rearrange items on an order/invoice/proposal any way you want.
• Manage separately, the customers of leasing companies that use your products and services.
• Tabbed screens: Quicker navigation through customer information screens.
• Balloon help: Understand certain fields more easily.
• Sell available seats to your seminar or instructional session.
• Advanced real time stock checking and allocation check box: Prevents embarrassing overselling.
• Set customer order cancel date.
• Multiple ship-to addresses and ship method per line item on an invoice: There is no better way to serve your customer when they need to send items to many people.
• Enhanced price control in sales: Calculate prices depending on quantity sold.
• Control tax jurisdictions on orders/invoices based on the ”Bill-to“ or ”Ship-to“ address.
• Collect tax by customers, order, invoice, state/county, or department tax jurisdictions.
• Multiple ship-to addresses per customer.
• Order payments based on shippable items only, or all items.
• Invoicing accommodates backordered items.
• Convert Proposals to Work Orders.
• Add product item serial numbers ”on the fly“.
• Product item quick information available in various modes, including order or invoice mode.
• Add Trade-Consignment allows purchasing trade-in items from customers or taking items on consignment from vendors.
• Split commissions.
• Standard and customizable inventory usage reports.
• Entry of item number, SKU, and manufacturer's part number allows user to search for inventory by three unique numbers and by vendor sources.
• Recurring invoices/orders.
• Maintains product keywords which enhances search ability by description.
• Automatic global price changing lets you set the data criteria for sales events.
• Shipping manifest, shipper tracking options.
• Package conversion allows automatic sales of single items received in bulk.
• Items may be sold and purchased in decimal quantities.
• Choose from available for sale or physical quantity as selection for filling backorders and package makeup.
• Arrange line items feature at order entry allows order taker to present orders in groups that simplify order filling and checking at various points in order completion cycle.