Sales Orders & Invoicing

Objective - To enhance customer service through fast, efficient order processing and accurate, timely order fulfillment, while maximizing sales through instant access to information about stock availability, prices and possible substitutions.

• The Value of SYSPRO Sales Orders & Invoicing
  • Accommodates various sales processing environments
  • Operator preferences streamline data entry
  • Provides instant lookup windows to find data quickly so customers can be served professionally and efficiently
  • Quick entry quotes allow for quotations on-the-fly which can be converted to an order type of choice
  • Checks on current availability, prices, substitutes, ATP, etc. during order entry
  • Maximizes profits with profit margin checking and powerful pricing tools
  • Provides order discounts per customer and/or product class
  • Applies freight, service and miscellaneous charges
  • On-line or batch printing with reprint facility
  • Allow foreign currency sales orders
  • Preview of reports to screen, fax and e-mail capabilities
• Matching SYSPRO to Your Business
  • Allows picking according to area and other criteria
  • Chooses from a variety of pricing methods to personalize business needs and reduce order entry errors
  • Provides contract prices for customers and buying groups for time sensitive specials and promotions
  • Configures the back-order system to operational requirements
  • Ship to multiple pre-defined delivery addresses
  • Flexible billing arrangements for multiple location customers
  • Provides multiple user-defined documents with optional word formatting or the use of bitmap facilities
  • Has multiple free form or coded comment lines
  • The Dispatch Notes System enables the tracking of multiple deliveries across one or multiple orders to produce one invoice
  • Allows substitution of alternate stock items
  • Enters orders using a customer's stock codes
  • Provides sales kits with optional components
  • Has the facility to create standard orders and copy details from one order to another
  • Allows creation of SCT/purchase order from back order review
  • Uses the Product Configurator at line level to customize the item on-the-fly
  • Allows manual or automatic depletion of bins or lots
  • Two or three dimensional quantities or enter quantities as cases and units
  • Real time credit checking with email notification option
  • Archive completed sales orders as XML documents
• Audit Trails and Reporting
  • Gives order analysis of lines added, changed, cancelled or lost
  • Provides time stamping of orders taken
  • Has an Order & Invoice Cross Reference report
  • Multiple outstanding order and backorder reports
  • Orders commitment reports for user-defined time periods
  • Orders profitability analysis
  • Identifies price overrides
• Integration
  • Integrates with Accounts Receivable, Sales Analysis, Product Configurator, Work in Progress, Purchase Orders, Quotations & Estimating, Inventory Control, Lot Traceability and the Requirements Planning and the Counter Sales modules
  • E-mail reports or fax documents with the OfficeAutomation module
  • The Accounts Receivable module is a prerequisite
  • Optional interface to Vertex Quantum for advanced sales tax requirements