Sales Order

Handles order processing and invoicing of customers. The order processing system allows invoices to be created directly or through a separate automated or manual fulfillment process. Stocked inventory items can be allocated at the time of order or during order fulfillment.

Feature Benefit
Sales Orders and Back Orders Order entry handles complex order processing needs such as customer item cross referencing allowing entry of orders using customer's part #s, commission calculation based on user defined rules, price calculation based on user defined rules, per line item discounts, per line item drop shipment, and many others. Partial shipments of orders automatically generate back orders.
Invoices and Returns Create invoices automatically from sales orders as goods are shipped or services are performed. Straight invoices can also be created directly without using sales order. Returns of goods can be created by copying the original invoice to avoid manual entry.
Quotes Create sales quotations which can be printed or faxed to customers. A quotation can be converted to a sales order or invoice with one click.
Inventory Allocation Sales orders can automatically allocate inventory upon entry to prevent items from being over committed.
Sales Kits Sales kits can be created which contain multiple related items which are sold as a group. When creating order or invoices the sales kit can be inserted into the transaction with one operation.
Item Allocation by Month by Customer You may have an agreement with certain customers to where you have to make sure to have on site certain number of items always available for them. It becomes important to track this quantity to avoid overselling to other customers and not having enough for the one you promised. For that reason you can block monthly quantities of items on a certain site for certain customers. When the quantity of the specified item gets low, a salesperson will not be able to sell the quantity to another customer as the message will come up explaining that "Available quantity has been exceeded based on customer item blocks currently in place."
Auto Build Inventory Kit During sales order entry a single button can be used to build a kitted item by performing an automatic assembly which will relive inventory of all kit components and add any additional costs such as labor.
Drop Ship Line Items Individual line items on a sales order can be marked as drop ship to indicate that they are going to be shipped directly to the customer from a vendor and should not effect on-hand inventory.
Sub-Line Items Individual line items on a sales order can be marked as being sub-line items. Sub-line items could be accessories related to the main item being ordered.
Create Purchase Order from Sales Order When sales order are created specific line items can be marked as requiring purchase order to be generated. An automated process under user control can be used to create normal or drop ship purchase orders.
Invoice from Receipt of Purchase Order Customers can be invoiced for goods received on purchase orders which were originally generated from customer sales orders. An automated process under user control can be used to update the sales orders with quantities which are ready to be invoiced.
Ship For Address Sales order supports a "ship for" address which specifies the final destination for an order when shipping goods to a customer's distribution center which will be forwarded to a specific store location.
Line Item Sales Commissions Sales Commission can be based on individual line items of an invoice for up to 4 salespersons which default from the customer record. Commission amounts can be based on user defined rules such as combination of customer, item, item classification, salesperson. Commission can also be based on the entire invoice amount.
Flexible Pricing Models

Multiple Pricing Models w/user defined pricing options

A variety of flexible pricing models are included standard and an unlimited number of user defined pricing models can be created. Pricing models can be assigned to specific customers and overridden at the transaction level. Standard pricing models include: Contract pricing per customer/item, Pricing based on customer price level with up to 32,000 levels and price breaks based on quantity and unit of measure, Pricing based on customer classification/item classification and quantity breaks, Pricing based on user defined sales transaction. 
Create Pick Tickets Based On Required Dates Automatically generate warehouse pick tickets based on sales order line items which are to be shipped in the future. Generate a forecast showing items to be shipped in the near future and their availability. Generate an exception report where items which need to be shipped are not current available in inventory.
Notes and Attachments Store all sales order related notes and document files such as contracts or scanned purchase orders as attachments. All attachments are stored in the database for fast access.
Electronic Data Interchange (EDI) Large volumes of customer purchase orders can be received and converted into sales orders. Order acknowledgements indicating availability and delivery dates can be generated and electronically sent to customers. Sales invoices can be generated electronically sent to customers. All of these sophisticated capabilities are available through tight integration with Electronic Data Interchange and E-Commerce modules.
Sales Tax Calculations Sales tax is automatically calculated based on the customer’s shipping address, but can be overridden to a different jurisdiction. Sales tax is calculated on the taxable items in the transaction and distributed to specific tax types.
Credit Limit Checking Credit limit checking occurs at time of entry can place orders automatically on-hold. Additional credit limit checking can occur at time of invoicing.
Comprehensive Reporting A collection of 30+ reports can be used to extract information quickly. Modify existing reports or create new reports quickly.
Unlimited Transaction History All transactions entered in the system are available for review at any time, performance of the system is not effected by number of transactions.
No Month End or Year End Closing Process Transactions can be entered for any period in any year which has not been locked. Periods can be locked or unlocked at any time.
Real-Time Integration All transactions effecting Accounts Receivable and Inventory occur in real-time.