Sales Orders

The TakeStock Sales Order system is a core module that streamlines order entry, quotes and other sales related functions. This system provides complete control of the order and billing process, along with precise tracking and auditing throughout the entire sales order cycle. With the click of a button, both credit history and past purchasing information are available at order entry to enable customer service representatives to provide best-in-class customer service.

The ability to control the override of default prices and taxes, price selection hierarchy and gross margin targets helps provide maximum flexibility during the order entry process. Automatic generation of related documents (purchase orders, transfer orders, and production orders) linked by stock reservations enable the distributor to offer complex fulfillment services to their customers with utmost confidence that all of the necessary transactions will flow smoothly and reliably.

Features:

• Generates quotes for permanent or temporary customers, allowing order conversion for permanent customers
• Calculates prices dynamically, recalculates price to meet target gross margin for line item or overall order
• Converts multiple units of measure allowing an item to be sold by one unit and priced by another
• Allows entry of percentage or dollar discount for each line item and/or total invoice amount
• Streamlines backorder fulfillment, minimizing lost sales and enhancing customer service
• Reserves inventory for an order from incoming purchase orders, transfers or production orders
• Generates a purchase order, suggested purchase order, or production work orders for special order or direct-ship items
• Controls shipping with options of ship complete, complete lines, and partial with remaining complete
• Processes additional charges such as freight and handling as user-defined add-ons
• Automates recurring invoices, posting for any month(s) of the year and terminating based on date, total sales or number of invoices