Sales Orders generates, schedules and maintains Sales Orders and Sales Order backlogs. Invoices are created automatically if linked to Accounts Receivable. Sales Orders prints pick lists, UPS C.O.D. tags and a wide variety of sales order analysis reports.
Features of Sales Orders
- Generates and maintains recurring Sales Orders, bid orders, and estimates.
- Supports Sales Order returns.
- Creates orders from multiple inventory locations.
- Allows the user to issue and track items from lots received in Inventory Control and Purchase Orders.
- Allows commission tiers to track sales quotas based upon predefined sales goals.
- Determines commission based upon salesperson or product line, and calculates orders shipped or paid, in addition to flat sales amount or margins adjusted for returned items.
- Permits you enter drop-ship line items, create Purchase Orders for drop-shipments and track status of all drop-ship orders.
- Supports blanket orders with individual Sales Orders released against the master order.
- Provides a warning during credit entry when a customer’s balance exceeds available credit or when inventory balance is insufficient to ship from inventory.
- Automatically generates an Invoice if Accounts Receivable is installed.
Manufacturing integration of Sales Order entry
- Provides a cross-reference table for customer part numbers and descriptions, available through inquires, reports and shipping paperwork.
- Provides search capabilities by customer number or inventory part number.
- Offers alternate case sizes or units of measure to be selected during order entry.
- Provides group column pricing, special customer/item pricing and sale prices within a date range.
- Generates Work Orders automatically from the Sales Order.
Standard Reports
Each report can be customized from a matrix of user-selected options, and can be displayed, printed, exported to a spreadsheet, faxed, emailed or saved on disk. Some of the reports included are:
- Open Orders
- Operations Summary
- Order by Picking List
- Orders by Salesperson
- Recurring Orders
- Sales Price List
- Shipments
- Customer Price List
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